DS
SOMN

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

David Shaw’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 		$4.99M Buy
+100,000
New +$5.07M ﹤0.01% 2406
2026
Q1 		– Sell
-650,000
Closed -$32.3M – 5208
2025
Q4 		$32.3M Buy
+650,000
New +$32.2M 0.02% 953

Other funds holding SOMN

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
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

David Shaw's SOMN Position: Q2 2026 in Review

David Shaw opened a new position in The Southern Company 2025 Series A Corp Units (SOMN) in Q2 2026: 100,000 shares worth $4.99M. The stake represents ﹤0.01% of the portfolio and ranks #2406 among its holdings. This is a return to the name: David Shaw previously reported a position in SOMN as recently as Q4 2025.

David Shaw first reported a position in SOMN in Q4 2025 and has held it in 2 quarters since. The position peaked at $32.3M in Q4 2025. 49 funds tracked by Wall St. Rank hold SOMN as of Q2 2026.

  • David Shaw held 100,000 shares of The Southern Company 2025 Series A Corp Units worth $4.99M as of Q2 2026.
  • The Southern Company 2025 Series A Corp Units was a new David Shaw position in Q2 2026.
  • The Southern Company 2025 Series A Corp Units made up ﹤0.01% of David Shaw's portfolio in Q2 2026, its #2406 holding.
  • David Shaw first reported a position in The Southern Company 2025 Series A Corp Units in Q4 2025 and has held it in 2 quarters since.
  • David Shaw's The Southern Company 2025 Series A Corp Units position peaked at $32.3M in Q4 2025.
  • 49 funds tracked by Wall St. Rank held The Southern Company 2025 Series A Corp Units as of Q2 2026.

Based on D.E. Shaw & Co's 13F filing for Q2 2026, filed 14 Aug 2026.