Calamos Advisors
SOMN

Calamos Advisors’s The Southern Company 2025 Series A Corp Units SOMN Stock Holding History

Calamos Advisors’s Portfolio SOMN Stock Details SOMN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$107M Sell
2,081,325
-404,381
-16% -$20.8M 0.38% 47
2025
Q4 		$125M Buy
+2,485,706
New +$123M 0.47% 35

Other funds holding SOMN

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
PSC
Portman Square Capital London, United Kingdom $2.11B AUM 19.71% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
ACM
Advent Capital Management New York $3.63B AUM 0.29% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Calamos Advisors's SOMN Position: Q1 2026 in Review

Calamos Advisors reduced its The Southern Company 2025 Series A Corp Units (SOMN) stake by 16% in Q1 2026, selling an estimated $20.8M and leaving 2,081,325 shares worth $107M. The position accounts for 0.38% of the portfolio, ranked #47.

Calamos Advisors first reported a position in SOMN in Q4 2025 and has held it in 2 quarters since. The position peaked at $125M in Q4 2025. 38 funds tracked by Wall St. Rank hold SOMN as of Q1 2026.

  • Calamos Advisors held 2,081,325 shares of The Southern Company 2025 Series A Corp Units worth $107M as of Q1 2026.
  • Calamos Advisors sold 404,381 The Southern Company 2025 Series A Corp Units shares in Q1 2026, an estimated $20.8M.
  • The Southern Company 2025 Series A Corp Units made up 0.38% of Calamos Advisors's portfolio in Q1 2026, its #47 holding.
  • Calamos Advisors first reported a position in The Southern Company 2025 Series A Corp Units in Q4 2025 and has held it in 2 quarters since.
  • Calamos Advisors's The Southern Company 2025 Series A Corp Units position peaked at $125M in Q4 2025.
  • 38 funds tracked by Wall St. Rank held The Southern Company 2025 Series A Corp Units as of Q1 2026.

Based on Calamos Advisors's 13F filing for Q1 2026, filed 4 May 2026.