Farmers Trust Company’s Southern Company SO Stock Holding History

Farmers 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	$8.57M	Buy	88,802 +19,724	+29%	+$1.82M	1.35%	16
2025 Q4	$6.02M	Buy	69,078 +2,326	+3%	+$212K	0.98%	33
2025 Q3	$6.33M	Buy	66,752 +192	+0.3%	+$17.9K	1.09%	29
2025 Q2	$6.11M	Buy	66,560 +17,286	+35%	+$1.55M	1.14%	30
2025 Q1	$4.53M	Buy	49,274 +891	+2%	+$77.1K	0.85%	43
2024 Q4	$3.98M	Buy	48,383 +11,605	+32%	+$1.02M	0.74%	47
2024 Q3	$3.32M	Buy	36,778 +25,843	+236%	+$2.21M	0.62%	56
2024 Q2	$848K	Hold	10,935	–	–	0.17%	86
2024 Q1	$784K	Hold	10,935	–	–	0.16%	92
2023 Q4	$767K	Sell	10,935 -110	-1%	-$7.55K	0.16%	87
2023 Q3	$715K	Hold	11,045	–	–	0.17%	85
2023 Q2	$776K	Sell	11,045 -106	-1%	-$7.6K	0.17%	89
2023 Q1	$776K	Sell	11,151 -22	-0.2%	-$1.48K	0.17%	87
2022 Q4	$798K	Hold	11,173	–	–	0.18%	86
2022 Q3	$760K	Sell	11,173 -44	-0.4%	-$3.33K	0.19%	84
2022 Q2	$800K	Hold	11,217	–	–	0.19%	84
2022 Q1	$813K	Sell	11,217 -253	-2%	-$17.1K	0.17%	88
2021 Q4	$787K	Buy	11,470 +213	+2%	+$13.6K	0.16%	95
2021 Q3	$695K	Hold	11,257	–	–	0.15%	97
2021 Q2	$681K	Hold	11,257	–	–	0.15%	95
2021 Q1	$700K	Sell	11,257 -100	-0.9%	-$5.99K	0.16%	91
2020 Q4	$698K	Buy	11,357 +22	+0.2%	+$1.32K	0.17%	88
2020 Q3	$615K	Sell	11,335 -550	-5%	-$29.4K	0.17%	88
2020 Q2	$616K	Sell	11,885 -195	-2%	-$10.8K	0.18%	89
2020 Q1	$654K	Sell	12,080 -250	-2%	-$15.8K	0.22%	82
2019 Q4	$785K	Sell	12,330 -2,080	-14%	-$129K	0.21%	88
2019 Q3	$890K	Buy	14,410 +172	+1%	+$9.97K	0.25%	82
2019 Q2	$787K	Buy	14,238 +400	+3%	+$21.4K	0.22%	87
2019 Q1	$715K	Buy	13,838 +900	+7%	+$44.1K	0.2%	95
2018 Q4	$568K	Buy	12,938 +300	+2%	+$13.6K	0.18%	103
2018 Q3	$551K	Sell	12,638 -92	-0.7%	-$4.24K	0.16%	109
2018 Q2	$589K	Sell	12,730 -300	-2%	-$13.4K	0.18%	103
2018 Q1	$582K	Hold	13,030	–	–	0.18%	100
2017 Q4	$627K	Buy	13,030 +300	+2%	+$15.3K	0.19%	103
2017 Q3	$625K	Sell	12,730 -1,067	-8%	-$51.7K	0.21%	84
2017 Q2	$660K	Sell	13,797 -250	-2%	-$12.5K	0.23%	79
2017 Q1	$699K	Sell	14,047 -5,968	-30%	-$295K	0.25%	79
2016 Q4	$985K	Sell	20,015 -432	-2%	-$21.2K	0.34%	68
2016 Q3	$1.05M	Buy	20,447 +1,014	+5%	+$53.4K	0.36%	68
2016 Q2	$1.04M	Buy	19,433 +1,251	+7%	+$62.9K	0.34%	72
2016 Q1	$941K	Buy	18,182 +3,310	+22%	+$161K	0.3%	76
2015 Q4	$696K	Hold	14,872	–	–	0.23%	89
2015 Q3	$665K	Hold	14,872	–	–	0.24%	89
2015 Q2	$623K	Sell	14,872 -25	-0.2%	-$1.09K	0.21%	94
2015 Q1	$659K	Buy	14,897 +14,882	+99,213%	+$707K	0.22%	92
2014 Q4	$781	Sell	15 -15,982	-100%	-$755K	0.26%	87
2014 Q3	$698K	Hold	15,997	–	–	0.24%	88
2014 Q2	$726K	Sell	15,997 -498	-3%	-$22K	0.25%	88
2014 Q1	$725K	Sell	16,495 -25	-0.2%	-$1.05K	0.25%	84
2013 Q4	$679K	Sell	16,520 -904	-5%	-$37.3K	0.24%	83
2013 Q3	$718K	Hold	17,424	–	–	0.27%	77
2013 Q2	$769K	Buy	+17,424	New	+$801K	0.3%	74

Other funds holding SO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Farmers Trust Company increased its Southern Company (SO) stake by 29% in Q1 2026, buying an estimated $1.82M and bringing the position to 88,802 shares worth $8.57M. The position accounts for 1.35% of the portfolio, ranked #16.

Farmers Trust Company first reported a position in SO in Q2 2013 and has held it in 52 quarters since. 2,347 funds tracked by Wall St. Rank hold SO as of Q1 2026.

Farmers Trust Company held 88,802 shares of Southern Company worth $8.57M as of Q1 2026.
Farmers Trust Company bought 19,724 Southern Company shares in Q1 2026, an estimated $1.82M.
Southern Company made up 1.35% of Farmers Trust Company's portfolio in Q1 2026, its #16 holding.
Farmers Trust Company first reported a position in Southern Company in Q2 2013 and has held it in 52 quarters since.
2,347 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Farmers Trust Company's 13F filing for Q1 2026, filed 7 Apr 2026.