Franklin Resources
SOMN

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
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 $846B AUM 46.74% 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
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
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Franklin Resources's SOMN Position: Q2 2026 in Review

Franklin Resources increased its The Southern Company 2025 Series A Corp Units (SOMN) stake by 4% in Q2 2026, buying an estimated $13.6M and bringing the position to 7,016,358 shares worth $349M. The position accounts for 0.08% of the portfolio, ranked #223.

Franklin Resources first reported a position in SOMN in Q4 2025 and has held it in 3 quarters since. 32 funds tracked by Wall St. Rank hold SOMN as of Q2 2026.

  • Franklin Resources held 7,016,358 shares of The Southern Company 2025 Series A Corp Units worth $349M as of Q2 2026.
  • Franklin Resources bought 267,539 The Southern Company 2025 Series A Corp Units shares in Q2 2026, an estimated $13.6M.
  • The Southern Company 2025 Series A Corp Units made up 0.08% of Franklin Resources's portfolio in Q2 2026, its #223 holding.
  • Franklin Resources first reported a position in The Southern Company 2025 Series A Corp Units in Q4 2025 and has held it in 3 quarters since.
  • 32 funds tracked by Wall St. Rank held The Southern Company 2025 Series A Corp Units as of Q2 2026.

Based on Franklin Resources's 13F filing for Q2 2026, filed 13 Aug 2026.