SOMN — The Southern Company
The Southern Company (SOMN)
Total return is 2.4% over the past 0.8 years, 13.5 points behind SPY at 15.9%.
This is a single-stock equity fund that tracks The Southern Company, a major utility holding company with operations in electric and gas distribution across the southeastern United States. As a concentrated holding in a dividend-paying utility stock, it offers exposure to a defensive, income-generating business with regulated revenue streams. The fund appeals primarily to income-focused investors seeking utility sector exposure, though limited data on distribution frequency and expense ratio are currently available.
SOMN key facts
- Asset type
- Stock
- Asset class
- Equity
- Inception date
- 11/04/2025
- Trailing yield
- 4.41%
- Last close
- $49.16
- Average volume
- 5100.0
- Last dividend
- $0.8906
- Payment date
- 06/15/2026
- Beta
- 0.332
- Payout ratio
- 1.4073
- Forward P/E
- 0.0
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Alpha Rankings
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