Russell Investments Group
SOMN

Russell Investments Group’s The Southern Company 2025 Series A Corp Units SOMN Stock Holding History

Russell Investments Group’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 		$5.49M Buy
5,521,000
+1,681,000
+44% +$85.3M ﹤0.01% 1447
2026
Q1 		$3.95M Buy
3,840,000
+1,067,500
+39% +$55M ﹤0.01% 1490
2025
Q4 		$2.79M Buy
+2,772,500
New +$137M ﹤0.01% 1688

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

Russell Investments Group's SOMN Position: Q2 2026 in Review

Russell Investments Group increased its The Southern Company 2025 Series A Corp Units (SOMN) stake by 44% in Q2 2026, buying an estimated $85.3M and bringing the position to 5,521,000 shares worth $5.49M. The position accounts for ﹤0.01% of the portfolio, ranked #1447.

Russell Investments Group first reported a position in SOMN in Q4 2025 and has held it in 3 quarters since. 28 funds tracked by Wall St. Rank hold SOMN as of Q2 2026.

  • Russell Investments Group held 5,521,000 shares of The Southern Company 2025 Series A Corp Units worth $5.49M as of Q2 2026.
  • Russell Investments Group bought 1,681,000 The Southern Company 2025 Series A Corp Units shares in Q2 2026, an estimated $85.3M.
  • The Southern Company 2025 Series A Corp Units made up ﹤0.01% of Russell Investments Group's portfolio in Q2 2026, its #1447 holding.
  • Russell Investments Group first reported a position in The Southern Company 2025 Series A Corp Units in Q4 2025 and has held it in 3 quarters since.
  • 28 funds tracked by Wall St. Rank held The Southern Company 2025 Series A Corp Units as of Q2 2026.

Based on Russell Investments Group's 13F filing for Q2 2026, filed 6 Aug 2026.