FMTC
SO icon

Farmers & Merchants Trust Company’s Southern Company SO Stock Holding History

Farmers & Merchants Trust Company’s Portfolio SO Stock Details SO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.33M Hold
13,819
– – 0.31% 64
2025
Q4 		$1.21M Sell
13,819
-519
-4% -$47.4K 0.28% 65
2025
Q3 		$1.36M Sell
14,338
-47
-0.3% -$4.39K 0.29% 63
2025
Q2 		$1.32M Buy
14,385
+104
+0.7% +$9.34K 0.28% 66
2025
Q1 		$1.31M Sell
14,281
-200
-1% -$17.3K 0.33% 57
2024
Q4 		$1.19M Sell
14,481
-880
-6% -$77.2K 0.3% 61
2024
Q3 		$1.39M Hold
15,361
– – 0.34% 58
2024
Q2 		$1.19M Hold
15,361
– – 0.31% 61
2024
Q1 		$1.1M Sell
15,361
-188
-1% -$13K 0.27% 68
2023
Q4 		$1.09M Sell
15,549
-812
-5% -$55.8K 0.29% 66
2023
Q3 		$1.06M Sell
16,361
-341
-2% -$23.7K 0.31% 62
2023
Q2 		$1.17M Sell
16,702
-108
-0.6% -$7.75K 0.31% 63
2023
Q1 		$1.17M Hold
16,810
– – 0.32% 63
2022
Q4 		$1.2M Sell
16,810
-199
-1% -$13.3K 0.34% 61
2022
Q3 		$1.16M Buy
17,009
+340
+2% +$25.8K 0.36% 56
2022
Q2 		$1.19M Buy
16,669
+200
+1% +$14.7K 0.36% 57
2022
Q1 		$1.2M Hold
16,469
– – 0.31% 60
2021
Q4 		$1.13M Hold
16,469
– – 0.28% 64
2021
Q3 		$1.02M Hold
16,469
– – 0.27% 68
2021
Q2 		$996K Sell
16,469
-75
-0.5% -$4.8K 0.27% 68
2021
Q1 		$1.03M Buy
16,544
+2,000
+14% +$120K 0.35% 62
2020
Q4 		$893K Buy
14,544
+100
+0.7% +$6.01K 0.33% 61
2020
Q3 		$783K Sell
14,444
-500
-3% -$26.7K 0.32% 63
2020
Q2 		$774K Sell
14,944
-1,050
-7% -$58.4K 0.35% 60
2020
Q1 		$866K Hold
15,994
– – 0.47% 50
2019
Q4 		$1.02M Buy
15,994
+166
+1% +$10.3K 0.43% 52
2019
Q3 		$977K Sell
15,828
-2,160
-12% -$125K 0.43% 58
2019
Q2 		$994K Buy
17,988
+90
+0.5% +$4.82K 0.44% 53
2019
Q1 		$925K Sell
17,898
-2,130
-11% -$104K 0.42% 53
2018
Q4 		$879K Buy
+20,028
New +$910K 0.44% 49

Other funds holding SO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Farmers & Merchants Trust Company's SO Position: Q1 2026 in Review

Farmers & Merchants Trust Company held its Southern Company (SO) position steady in Q1 2026 at 13,819 shares worth $1.33M. The position accounts for 0.31% of the portfolio, ranked #64.

Farmers & Merchants Trust Company first reported a position in SO in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.39M in Q3 2024. 2,346 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Farmers & Merchants Trust Company held 13,819 shares of Southern Company worth $1.33M as of Q1 2026.
  • Farmers & Merchants Trust Company left its Southern Company share count unchanged in Q1 2026.
  • Southern Company made up 0.31% of Farmers & Merchants Trust Company's portfolio in Q1 2026, its #64 holding.
  • Farmers & Merchants Trust Company first reported a position in Southern Company in Q4 2018 and has held it in 30 quarters since.
  • Farmers & Merchants Trust Company's Southern Company position peaked at $1.39M in Q3 2024.
  • 2,346 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Farmers & Merchants Trust Company's 13F filing for Q1 2026, filed 16 Apr 2026.