Marshall Wace
SOMN

Marshall Wace’s The Southern Company 2025 Series A Corp Units SOMN Stock Holding History

Marshall Wace’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
Q1 		– Sell
-50,000
Closed -$2.49M – 3796
2025
Q4 		$2.49M Buy
+50,000
New +$2.48M ﹤0.01% 1475

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
PSC
Portman Square Capital London, United Kingdom $2.11B AUM 19.71% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
ACM
Advent Capital Management New York $4.46B AUM 0.73% 1-Year Est. Return

Marshall Wace's SOMN Position: Q1 2026 in Review

Marshall Wace sold out of The Southern Company 2025 Series A Corp Units (SOMN) in Q1 2026, closing a stake of 50,000 shares — an estimated $2.49M sold.

Marshall Wace first reported a position in SOMN in Q4 2025 and held it in 1 quarter. The position peaked at $2.49M in Q4 2025. 38 funds tracked by Wall St. Rank hold SOMN as of Q1 2026.

  • Marshall Wace reported no remaining The Southern Company 2025 Series A Corp Units position as of Q1 2026 after selling out during the quarter.
  • Marshall Wace sold 50,000 The Southern Company 2025 Series A Corp Units shares in Q1 2026, an estimated $2.49M.
  • Marshall Wace first reported a position in The Southern Company 2025 Series A Corp Units in Q4 2025 and held it in 1 quarter.
  • Marshall Wace's The Southern Company 2025 Series A Corp Units position peaked at $2.49M in Q4 2025.
  • 38 funds tracked by Wall St. Rank held The Southern Company 2025 Series A Corp Units as of Q1 2026.

Based on Marshall Wace's 13F filing for Q1 2026, filed 15 May 2026.