Capital World Investors
SOMN

Capital World Investors’s The Southern Company 2025 Series A Corp Units SOMN Stock Holding History

Capital World Investors’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 		$598M Buy
11,642,572
+534,000
+5% +$27.5M 0.08% 187
2025
Q4 		$559M Buy
+11,108,572
New +$551M 0.08% 190

Other funds holding SOMN

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
Calamos Advisors
Calamos Advisors Naperville, Illinois $28.2B AUM 21.78% 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

Capital World Investors's SOMN Position: Q1 2026 in Review

Capital World Investors increased its The Southern Company 2025 Series A Corp Units (SOMN) stake by 4.8% in Q1 2026, buying an estimated $27.5M and bringing the position to 11,642,572 shares worth $598M. The position accounts for 0.08% of the portfolio, ranked #187.

Capital World Investors first reported a position in SOMN in Q4 2025 and has held it in 2 quarters since. 38 funds tracked by Wall St. Rank hold SOMN as of Q1 2026.

  • Capital World Investors held 11,642,572 shares of The Southern Company 2025 Series A Corp Units worth $598M as of Q1 2026.
  • Capital World Investors bought 534,000 The Southern Company 2025 Series A Corp Units shares in Q1 2026, an estimated $27.5M.
  • The Southern Company 2025 Series A Corp Units made up 0.08% of Capital World Investors's portfolio in Q1 2026, its #187 holding.
  • Capital World Investors first reported a position in The Southern Company 2025 Series A Corp Units in Q4 2025 and has held it in 2 quarters since.
  • 38 funds tracked by Wall St. Rank held The Southern Company 2025 Series A Corp Units as of Q1 2026.

Based on Capital World Investors's 13F filing for Q1 2026, filed 13 May 2026.