- Type / Class
- Equity / UNIT 12/15/2028
- Total 13F shares
- 36,964,227
- Share change
- +36,963,227
- Total reported value
- $1,855,949,945
- Price per share
- $50.36
- Number of holders
- 40
- Value change
- +$1,855,899,585
- Number of buys
- 39
Quarterly Holders Quick Answers
What is CUSIP 842587842?
CUSIP 842587842 identifies SOMN - SOUTHERN CO - UNIT 12/15/2028 in SEC institutional holdings data.
Need full ownership history?
Open the full security ownership history page.
Next holder-history checks
These links keep the next click tied to holder verification, nearby quarters, or outside-13F ownership context.
- Back to full security ownership history for the broader multi-quarter picture.
- Latest 13F filings for newly reported positions across managers.
- Latest Schedule 13D/13G reports for ownership changes outside the 13F cadence.
- SEC investors directory for manager drilldown.
Explore More Reporting Periods
Jump to adjacent filing periods for faster comparison and easier crawl discovery.
- Newer quarter: Q1 2026
Recent filing periods for CUSIP 842587842:
Top shareholders of SOMN - SOUTHERN CO - UNIT 12/15/2028 (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC |
13F
|
Company |
9.5%
|
106,414,323
|
$10,084,885,391 | — | 30 Sep 2025 | |
| BlackRock, Inc. |
13F
|
Company |
7.7%
|
86,817,041
|
$8,227,650,909 | — | 30 Sep 2025 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
6.2%
|
69,819,768
|
$6,616,819,606 | — | 30 Sep 2025 | |
| STATE STREET CORP |
13F
|
Company |
5.3%
|
59,124,923
|
$5,603,268,953 | — | 30 Sep 2025 | |
| Capital World Investors |
13F
|
Company |
3%
|
33,548,852
|
$3,179,424,704 | — | 30 Sep 2025 | |
| PRICE T ROWE ASSOCIATES INC /MD/ |
13F
|
Company |
2.6%
|
29,023,250
|
$2,750,536,000 | — | 30 Sep 2025 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
2.4%
|
26,874,265
|
$2,548,592,421 | — | 30 Sep 2025 | |
| FMR LLC |
13F
|
Company |
2.2%
|
24,505,290
|
$2,322,366,383 | — | 30 Sep 2025 | |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ |
13F
|
Company |
1.8%
|
19,810,199
|
$1,877,412,561 | — | 30 Sep 2025 | |
| Capital International Investors |
13F
|
Company |
1.8%
|
19,656,303
|
$1,862,566,203 | — | 30 Sep 2025 | |
| FRANKLIN RESOURCES INC |
13F
|
Company |
1.2%
|
13,963,021
|
$1,323,275,487 | — | 30 Sep 2025 | |
| MORGAN STANLEY |
13F
|
Company |
1.2%
|
13,960,682
|
$1,323,054,077 | — | 30 Sep 2025 | |
| NORTHERN TRUST CORP |
13F
|
Company |
0.94%
|
10,572,493
|
$1,001,955,162 | — | 30 Sep 2025 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
0.93%
|
10,440,019
|
$989,401,000 | — | 30 Sep 2025 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
0.88%
|
9,806,272
|
$929,354,137 | — | 30 Sep 2025 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.77%
|
8,639,357
|
$818,751,853 | — | 30 Sep 2025 | |
| Legal & General Group Plc |
13F
|
Company |
0.76%
|
8,532,530
|
$808,627,862 | — | 30 Sep 2025 | |
| Bank of New York Mellon Corp |
13F
|
Company |
0.65%
|
7,284,822
|
$690,382,515 | — | 30 Sep 2025 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
0.61%
|
6,810,581
|
$645,438,761 | — | 30 Sep 2025 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
0.53%
|
5,915,170
|
$560,580,605 | — | 30 Sep 2025 | |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC |
13F
|
Company |
0.51%
|
5,728,293
|
$542,870,327 | — | 30 Sep 2025 | |
| Invesco Ltd. |
13F
|
Company |
0.45%
|
5,072,192
|
$480,691,619 | — | 30 Sep 2025 | |
| UBS Group AG |
13F
|
Company |
0.45%
|
4,998,991
|
$473,754,377 | — | 30 Sep 2025 | |
| Nuveen, LLC |
13F
|
Company |
0.4%
|
4,478,199
|
$424,398,919 | — | 30 Sep 2025 | |
| Soroban Capital Partners LP |
13F
|
Company |
0.38%
|
4,250,074
|
$402,779,513 | — | 30 Sep 2025 | |
| Pictet Asset Management Holding SA |
13F
|
Company |
0.36%
|
4,010,117
|
$380,038,788 | — | 30 Sep 2025 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
0.35%
|
3,950,227
|
$374,363,016 | — | 30 Sep 2025 | |
| BARCLAYS PLC |
13F
|
Company |
0.31%
|
3,476,883
|
$329,504,202 | — | 30 Sep 2025 | |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM |
13F
|
Company |
0.31%
|
3,447,036
|
$326,675,602 | — | 30 Sep 2025 | |
| Swiss National Bank |
13F
|
Company |
0.28%
|
3,168,100
|
$300,240,837 | — | 30 Sep 2025 | |
| WELLINGTON MANAGEMENT GROUP LLP |
13F
|
Company |
0.27%
|
3,048,838
|
$288,938,376 | — | 30 Sep 2025 | |
| RAYMOND JAMES FINANCIAL INC |
13F
|
Company |
0.26%
|
2,904,697
|
$275,277,363 | — | 30 Sep 2025 | |
| LPL Financial LLC |
13F
|
Company |
0.26%
|
2,864,009
|
$271,422,149 | — | 30 Sep 2025 | |
| Ensign Peak Advisors, Inc |
13F
|
Company |
0.25%
|
2,767,092
|
$262,237,309 | — | 30 Sep 2025 | |
| National Pension Service |
13F
|
Company |
0.25%
|
2,753,676
|
$260,965,875 | — | 30 Sep 2025 | |
| Sumitomo Mitsui Trust Group, Inc. |
13F
|
Company |
0.24%
|
2,705,911
|
$256,439,185 | — | 30 Sep 2025 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
0.23%
|
2,526,346
|
$239,395,986 | — | 30 Sep 2025 | |
| Mitsubishi UFJ Asset Management Co., Ltd. |
13F
|
Company |
0.2%
|
2,191,273
|
$207,666,942 | — | 30 Sep 2025 | |
| Amundi |
13F
|
Individual |
0.19%
|
2,174,315
|
$207,625,338 | — | 30 Sep 2025 | |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS |
13F
|
Company |
0.19%
|
2,077,734
|
$196,906,851 | — | 30 Sep 2025 | |
| MARSHALL WACE, LLP |
13F
|
Company |
0.18%
|
2,050,726
|
$194,347,303 | — | 30 Sep 2025 | |
| ENVESTNET ASSET MANAGEMENT INC |
13F
|
Company |
0.18%
|
2,044,444
|
$193,751,921 | — | 30 Sep 2025 | |
| FEDERATED HERMES, INC. |
13F
|
Company |
0.17%
|
1,958,098
|
$185,568,903 | — | 30 Sep 2025 | |
| DEUTSCHE BANK AG\ |
13F
|
Company |
0.17%
|
1,944,304
|
$184,261,690 | — | 30 Sep 2025 | |
| RHUMBLINE ADVISERS |
13F
|
Company |
0.17%
|
1,936,661
|
$183,537,257 | — | 30 Sep 2025 | |
| BANK OF MONTREAL /CAN/ |
13F
|
Company |
0.17%
|
1,915,292
|
$181,512,242 | — | 30 Sep 2025 | |
| HSBC HOLDINGS PLC |
13F
|
Company |
0.16%
|
1,812,192
|
$171,620,357 | — | 30 Sep 2025 | |
| JENNISON ASSOCIATES LLC |
13F
|
Company |
0.16%
|
1,779,203
|
$168,615,068 | — | 30 Sep 2025 | |
| SYNOVUS FINANCIAL CORP |
13F
|
Company |
0.15%
|
1,688,686
|
$160,043,282 | — | 30 Sep 2025 | |
| CONFLUENCE INVESTMENT MANAGEMENT LLC |
13F
|
Company |
0.14%
|
1,549,426
|
$146,839,112 | — | 30 Sep 2025 |
Institutional Holders of SOUTHERN CO - UNIT 12/15/2028 (SOMN) as of Q4 2025
As of 31 Dec 2025,
SOUTHERN CO - UNIT 12/15/2028 (SOMN) was held by
40 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
36,964,227 shares.
The largest 10 holders included
Capital World Investors, FRANKLIN RESOURCES INC, Calamos Advisors LLC, MANUFACTURERS LIFE INSURANCE COMPANY, THE, PRICE T ROWE ASSOCIATES INC /MD/, Portman Square Capital LLP, CAMDEN ASSET MANAGEMENT L P /CA, JANE STREET GROUP, LLC, VAN ECK ASSOCIATES CORP, and AMERIPRISE FINANCIAL INC.
This page lists
40
institutional shareholders reporting positions in this security
for the Q4 2025 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q4 2025 vs Q4 2025 Across Filers
Q4 2025 holders
40
Q4 2025 holders
40
Holder diff
0
| Investor | Q4 2025 Shares | Q4 2025 Shares | Share Diff | Share Chg % | Q4 2025 Value $ | Q4 2025 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
An asterisk sign (*) next to the price indicates that the price is likely invalid.