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The Southern Company 2025 Series A Corp Units
SOMN

Name Holding Trade Value Shares
Change 		Change in
Stake
Invesco
26
Invesco
Georgia
$2.57M – – –
Morgan Stanley
27
Morgan Stanley
New York
$2.57M – – –
Bank of America
28
Bank of America
North Carolina
$1.8M -$5.28M -102,473 -75%
UBS Group
29
UBS Group
Switzerland
$1.04M -$3.99M -77,424 -79%
Goldman Sachs
30
Goldman Sachs
New York
$985K +$988K +19,173 New
AUIM
31
Aegon USA Investment Management
Iowa
$750K +$748K +14,530 New
GAMCO Investors
32
GAMCO Investors
Connecticut
$411K – – –
CPBTD
33
Central Pacific Bank - Trust Division
Hawaii
$368K +$369K +7,160 New
FDP
34
Financiere des Professionnels
Quebec, Canada
$311K +$312K +6,050 New
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$252K +$252K +4,900 New
SEI Investments
36
SEI Investments
Pennsylvania
$241K – – –
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$200K +$201K +3,898 New
Whittier Trust
38
Whittier Trust
California
$197K +$112K +2,170 +133%
Wells Fargo
39
Wells Fargo
California
$154K +$155K +3,000 New
US Bancorp
40
US Bancorp
Minnesota
$2.11K +$2.11K +41 New
Lazard Asset Management
41
Lazard Asset Management
New York
$1.61K – – –
D.E. Shaw & Co
42
D.E. Shaw & Co
New York
– -$32.3M -650,000 Closed
Weiss Asset Management
43
Weiss Asset Management
Massachusetts
– -$18.3M -368,563 Closed
Capula Management
44
Capula Management
Cayman Islands
– -$5.58M -221,990 Closed
Massachusetts Financial Services
45
Massachusetts Financial Services
Massachusetts
– -$10.1M -200,000 Closed
Millennium Management
46
Millennium Management
New York
– -$4.98M -100,207 Closed
BlueCrest Capital Management
47
BlueCrest Capital Management
Jersey
– -$3.94M -78,186 Closed
MIM
48
Monashee Investment Management
Massachusetts
– -$3.82M -75,877 Closed
Janus Henderson Group
49
Janus Henderson Group
– -$2.51M -50,000 Closed
Marshall Wace
50
Marshall Wace
United Kingdom
– -$2.49M -50,000 Closed
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