WT
SOMN

Whittier Trust’s The Southern Company 2025 Series A Corp Units SOMN Stock Holding History

Whittier Trust’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 		$197K Buy
3,800
+2,170
+133% +$112K ﹤0.01% 600
2025
Q4 		$81.3K Buy
+1,630
New +$80.8K ﹤0.01% 777

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

Whittier Trust's SOMN Position: Q1 2026 in Review

Whittier Trust increased its The Southern Company 2025 Series A Corp Units (SOMN) stake by 133% in Q1 2026, buying an estimated $112K and bringing the position to 3,800 shares worth $197K. The position accounts for ﹤0.01% of the portfolio, ranked #600.

Whittier Trust first reported a position in SOMN in Q4 2025 and has held it in 2 quarters since. 38 funds tracked by Wall St. Rank hold SOMN as of Q1 2026.

  • Whittier Trust held 3,800 shares of The Southern Company 2025 Series A Corp Units worth $197K as of Q1 2026.
  • Whittier Trust bought 2,170 The Southern Company 2025 Series A Corp Units shares in Q1 2026, an estimated $112K.
  • The Southern Company 2025 Series A Corp Units made up ﹤0.01% of Whittier Trust's portfolio in Q1 2026, its #600 holding.
  • Whittier Trust first reported a position in The Southern Company 2025 Series A Corp Units in Q4 2025 and has held it in 2 quarters since.
  • 38 funds tracked by Wall St. Rank held The Southern Company 2025 Series A Corp Units as of Q1 2026.

Based on Whittier Trust's 13F filing for Q1 2026, filed 28 Apr 2026.