IWC
SOMN

Integrated Wealth Concepts’s The Southern Company 2025 Series A Corp Units SOMN Stock Holding History

Integrated Wealth Concepts’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 		$1.64K Buy
+33
New +$1.67K ﹤0.01% 5407

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

Integrated Wealth Concepts's SOMN Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in The Southern Company 2025 Series A Corp Units (SOMN) in Q2 2026: 33 shares worth $1.64K. The stake represents ﹤0.01% of the portfolio and ranks #5407 among its holdings.

49 funds tracked by Wall St. Rank hold SOMN as of Q2 2026.

  • Integrated Wealth Concepts held 33 shares of The Southern Company 2025 Series A Corp Units worth $1.64K as of Q2 2026.
  • The Southern Company 2025 Series A Corp Units was a new Integrated Wealth Concepts position in Q2 2026.
  • The Southern Company 2025 Series A Corp Units made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #5407 holding.
  • 49 funds tracked by Wall St. Rank held The Southern Company 2025 Series A Corp Units as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.