FARMERS TRUST CO

Bank

Position in SO — Southern Co

CIK 1318055 YOUNGSTOWN, OH

Position in SO

as of Mar 31, 2026 · filed Apr 7, 2026 Compact

Position Value

$8,571,169

+$2,547,568 QoQ

Shares Held

88,802

+28.6% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

1.57%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Mar 31, 2026

FARMERS TRUST CO holds $19,392,581 across 5 Utilities - Regulated Electric names. SO ranks #2 (44.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	98,098	$9,111,342
2	SO	Southern Co This page	88,802	$8,571,169
3	DUK	Duke Energy CORP	6,634	$868,655
4	D	Dominion Energy, Inc	8,707	$538,266
5	FE	Firstenergy Corp	5,984	$303,149

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$8,571,169	88,802	+28.6%	Shares	Sole	2026-04-07
2025-12-31	$6,023,601	69,078	+3.5%	Shares	Sole	2026-01-06
2025-09-30	$6,326,087	66,752	+0.3%	Shares	Sole	2025-10-01
2025-06-30	$6,112,204	66,560	+35.1%	Shares	Sole	2025-07-14
2025-03-31	$4,530,744	49,274	+1.8%	Shares	Sole	2025-04-04
2024-12-31	$3,982,888	48,383	+31.6%	Shares	Sole	2025-01-08
2024-09-30	$3,316,640	36,778	+236.3%	Shares	Sole	2024-10-03
2024-06-30	$848,227	10,935	0.0%	Shares	Sole	2024-07-16
2024-03-31	$784,476	10,935	0.0%	Shares	Sole	2024-04-09
2023-12-31	$766,762	10,935	-1.0%	Shares	Sole	2024-01-09
2023-09-30	$714,832	11,045	0.0%	Shares	Sole	2023-10-10
2023-06-30	$775,911	11,045	-1.0%	Shares	Sole	2023-07-21
2023-03-31	$775,886	11,151	-0.2%	Shares	Sole	2023-04-06
2022-12-31	$797,863	11,173	0.0%	Shares	Sole	2023-01-19
2022-09-30	$759,764	11,173	-0.4%	Shares	Sole	2022-10-05
2022-06-30	$799,884	11,217	0.0%	Shares	Sole	2022-07-18
2022-03-31	$813,344	11,217	-2.2%	Shares	Sole	2022-04-05
2021-12-31	$786,612	11,470	+1.9%	Shares	Sole	2022-02-14
2021-09-30	$697,596	11,257	0.0%	Shares	Sole	2021-10-19
2021-06-30	$681,161	11,257	0.0%	Shares	Sole	2021-07-02
2021-03-31	$699,735	11,257	-0.9%	Shares	Sole	2021-04-09
2020-12-31	$697,660	11,357	+0.2%	Shares	Sole	2021-01-27
2020-09-30	$614,583	11,335	-4.6%	Shares	Sole	2020-10-07
2020-06-30	$616,237	11,885	-1.6%	Shares	Sole	2020-07-06
2020-03-31	$654,011	12,080	—	Shares	Sole	2020-04-23
No filing history on record for this holder in this stock.