Citigroup
SOMN

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

Citigroup’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 		$4.53M Buy
88,050
+38,050
+76% +$1.96M ﹤0.01% 2051
2025
Q4 		$2.52M Buy
+50,000
New +$2.48M ﹤0.01% 2508

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
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

Citigroup's SOMN Position: Q1 2026 in Review

Citigroup increased its The Southern Company 2025 Series A Corp Units (SOMN) stake by 76% in Q1 2026, buying an estimated $1.96M and bringing the position to 88,050 shares worth $4.53M. The position accounts for ﹤0.01% of the portfolio, ranked #2051.

Citigroup 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.

  • Citigroup held 88,050 shares of The Southern Company 2025 Series A Corp Units worth $4.53M as of Q1 2026.
  • Citigroup bought 38,050 The Southern Company 2025 Series A Corp Units shares in Q1 2026, an estimated $1.96M.
  • The Southern Company 2025 Series A Corp Units made up ﹤0.01% of Citigroup's portfolio in Q1 2026, its #2051 holding.
  • Citigroup 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 Citigroup's 13F filing for Q1 2026, filed 11 May 2026.