IE
SOMN

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

Israel Englander’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 		$231K Buy
+4,630
New +$235K ﹤0.01% 5233
2026
Q1 		– Sell
-100,207
Closed -$4.98M – 6600
2025
Q4 		$4.98M Buy
+100,207
New +$4.97M ﹤0.01% 3013

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

Israel Englander's SOMN Position: Q2 2026 in Review

Israel Englander opened a new position in The Southern Company 2025 Series A Corp Units (SOMN) in Q2 2026: 4,630 shares worth $231K. The stake represents ﹤0.01% of the portfolio and ranks #5233 among its holdings. This is a return to the name: Israel Englander previously reported a position in SOMN as recently as Q4 2025.

Israel Englander first reported a position in SOMN in Q4 2025 and has held it in 2 quarters since. The position peaked at $4.98M in Q4 2025. 49 funds tracked by Wall St. Rank hold SOMN as of Q2 2026.

  • Israel Englander held 4,630 shares of The Southern Company 2025 Series A Corp Units worth $231K as of Q2 2026.
  • The Southern Company 2025 Series A Corp Units was a new Israel Englander position in Q2 2026.
  • The Southern Company 2025 Series A Corp Units made up ﹤0.01% of Israel Englander's portfolio in Q2 2026, its #5233 holding.
  • Israel Englander first reported a position in The Southern Company 2025 Series A Corp Units in Q4 2025 and has held it in 2 quarters since.
  • Israel Englander's The Southern Company 2025 Series A Corp Units position peaked at $4.98M 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 Millennium Management's 13F filing for Q2 2026, filed 14 Aug 2026.