SEI Investments
SOMN

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

SEI Investments’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 		– Sell
-4,689
Closed -$241K – 3433
2026
Q1 		$241K Hold
4,689
– – ﹤0.01% 2906
2025
Q4 		$236K Buy
+4,689
New +$232K ﹤0.01% 2835

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

SEI Investments's SOMN Position: Q2 2026 in Review

SEI Investments sold out of The Southern Company 2025 Series A Corp Units (SOMN) in Q2 2026, closing a stake of 4,689 shares — an estimated $241K sold.

SEI Investments first reported a position in SOMN in Q4 2025 and held it in 2 quarters. The position peaked at $241K in Q1 2026. 49 funds tracked by Wall St. Rank hold SOMN as of Q2 2026.

  • SEI Investments reported no remaining The Southern Company 2025 Series A Corp Units position as of Q2 2026 after selling out during the quarter.
  • SEI Investments sold 4,689 The Southern Company 2025 Series A Corp Units shares in Q2 2026, an estimated $241K.
  • SEI Investments first reported a position in The Southern Company 2025 Series A Corp Units in Q4 2025 and held it in 2 quarters.
  • SEI Investments's The Southern Company 2025 Series A Corp Units position peaked at $241K in Q1 2026.
  • 49 funds tracked by Wall St. Rank held The Southern Company 2025 Series A Corp Units as of Q2 2026.

Based on SEI Investments's 13F filing for Q2 2026, filed 14 Aug 2026.