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

Franklin Resources’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
Q3 		$281M Sell
5,767,823
-1,248,535
-18% -$60.4M 0.06% 254
2026
Q2 		$349M Buy
7,016,358
+267,539
+4% +$13.6M 0.08% 223
2026
Q1 		$347M Buy
6,748,819
+763,102
+13% +$39.3M 0.09% 215
2025
Q4 		$301M Buy
+5,985,717
New +$297M 0.07% 235

Other funds holding SOMN

Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $126B AUM 27.87% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $33.5B AUM 25.57% 1-Year Est. Return
Advent Capital Management
Advent Capital Management New York $4.34B AUM 0.69% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $165B AUM 72.14% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Franklin Resources's SOMN Position: Q3 2026 in Review

Franklin Resources reduced its The Southern Company 2025 Series A Corp Units (SOMN) stake by 18% in Q3 2026, selling an estimated $60.4M and leaving 5,767,823 shares worth $281M. The position accounts for 0.06% of the portfolio, ranked #254.

Franklin Resources first reported a position in SOMN in Q4 2025 and has held it in 4 quarters since. The position peaked at $349M in Q2 2026. 41 funds tracked by Wall St. Rank hold SOMN as of Q3 2026.

  • Franklin Resources held 5,767,823 shares of The Southern Company 2025 Series A Corp Units worth $281M as of Q3 2026.
  • Franklin Resources sold 1,248,535 The Southern Company 2025 Series A Corp Units shares in Q3 2026, an estimated $60.4M.
  • The Southern Company 2025 Series A Corp Units made up 0.06% of Franklin Resources's portfolio in Q3 2026, its #254 holding.
  • Franklin Resources first reported a position in The Southern Company 2025 Series A Corp Units in Q4 2025 and has held it in 4 quarters since.
  • Franklin Resources's The Southern Company 2025 Series A Corp Units position peaked at $349M in Q2 2026.
  • 41 funds tracked by Wall St. Rank held The Southern Company 2025 Series A Corp Units as of Q3 2026.

Based on Franklin Resources's 13F filing for Q3 2026, filed 12 Nov 2026.