Massachusetts Financial Services
SOMN

Massachusetts Financial Services’s The Southern Company 2025 Series A Corp Units SOMN Stock Holding History

Massachusetts Financial Services’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
-200,000
Closed -$10.1M – 1004
2025
Q4 		$10.1M Buy
+200,000
New +$9.92M ﹤0.01% 717

Other funds holding SOMN

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $28.2B AUM 21.78% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
PSC
Portman Square Capital London, United Kingdom $2.11B AUM 19.71% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
ACM
Advent Capital Management New York $3.63B AUM 0.29% 1-Year Est. Return

Massachusetts Financial Services's SOMN Position: Q1 2026 in Review

Massachusetts Financial Services sold out of The Southern Company 2025 Series A Corp Units (SOMN) in Q1 2026, closing a stake of 200,000 shares — an estimated $10.1M sold.

Massachusetts Financial Services first reported a position in SOMN in Q4 2025 and held it in 1 quarter. The position peaked at $10.1M in Q4 2025. 38 funds tracked by Wall St. Rank hold SOMN as of Q1 2026.

  • Massachusetts Financial Services reported no remaining The Southern Company 2025 Series A Corp Units position as of Q1 2026 after selling out during the quarter.
  • Massachusetts Financial Services sold 200,000 The Southern Company 2025 Series A Corp Units shares in Q1 2026, an estimated $10.1M.
  • Massachusetts Financial Services first reported a position in The Southern Company 2025 Series A Corp Units in Q4 2025 and held it in 1 quarter.
  • Massachusetts Financial Services's The Southern Company 2025 Series A Corp Units position peaked at $10.1M 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 Massachusetts Financial Services's 13F filing for Q1 2026, filed 14 May 2026.