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
Q2 		$405M Sell
8,137,287
-3,505,285
-30% -$178M 0.05% 247
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 $462B AUM 39.16% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PSC
Portman Square Capital London, United Kingdom $2.11B AUM 19.71% 1-Year Est. Return
ACM
Advent Capital Management New York $4.46B AUM 0.73% 1-Year Est. Return
CAM
Camden Asset Management Los Angeles, California $3.43B AUM 14.75% 1-Year Est. Return

Capital World Investors's SOMN Position: Q2 2026 in Review

Capital World Investors reduced its The Southern Company 2025 Series A Corp Units (SOMN) stake by 30% in Q2 2026, selling an estimated $178M and leaving 8,137,287 shares worth $405M. The position accounts for 0.05% of the portfolio, ranked #247.

Capital World Investors first reported a position in SOMN in Q4 2025 and has held it in 3 quarters since. The position peaked at $598M in Q1 2026. 48 funds tracked by Wall St. Rank hold SOMN as of Q2 2026.

  • Capital World Investors held 8,137,287 shares of The Southern Company 2025 Series A Corp Units worth $405M as of Q2 2026.
  • Capital World Investors sold 3,505,285 The Southern Company 2025 Series A Corp Units shares in Q2 2026, an estimated $178M.
  • The Southern Company 2025 Series A Corp Units made up 0.05% of Capital World Investors's portfolio in Q2 2026, its #247 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 3 quarters since.
  • Capital World Investors's The Southern Company 2025 Series A Corp Units position peaked at $598M in Q1 2026.
  • 48 funds tracked by Wall St. Rank held The Southern Company 2025 Series A Corp Units as of Q2 2026.

Based on Capital World Investors's 13F filing for Q2 2026, filed 12 Aug 2026.