FARMERS & MERCHANTS TRUST Co OF LONG BEACH

Bank

Position in SO — Southern Co

CIK 1737090 LONG BEACH, CA

Position in SO

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$1,322,616

-$11,193 QoQ

Shares Held

13,819

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.38%

of 13F equity value

Holder Rank

#895

of 2,360 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 98% Shared 0% None 2%

Utilities · as of Jun 30, 2026

FARMERS & MERCHANTS TRUST Co OF LONG BEACH holds $2,533,630 across 5 Utilities - Regulated Electric names. SO ranks #1 (52.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co This page	13,819	$1,322,616
2	IDA	Idacorp Inc	2,237	$338,458
3	NEE	Nextera Energy Inc	3,497	$306,931
4	EIX	Edison International	4,070	$303,011
5	WEC	Wec Energy Group, Inc.	2,249	$262,614

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,322,616	13,819	0.0%	Shares	Sole	2026-08-05
2026-03-31	$1,333,809	13,819	0.0%	Shares	Sole	2026-04-16
2025-12-31	$1,205,016	13,819	-3.6%	Shares	Sole	2026-01-29
2025-09-30	$1,358,811	14,338	-0.3%	Shares	Sole	2025-10-27
2025-06-30	$1,320,974	14,385	+0.7%	Shares	Sole	2025-07-17
2025-03-31	$1,313,137	14,281	-1.4%	Shares	Sole	2025-04-17
2024-12-31	$1,192,075	14,481	-5.7%	Shares	Sole	2025-01-15
2024-09-30	$1,385,254	15,361	0.0%	Shares	Sole	2024-10-10
2024-06-30	$1,191,552	15,361	0.0%	Shares	Sole	2024-08-07
2024-03-31	$1,101,998	15,361	-1.2%	Shares	Sole	2024-04-18
2023-12-31	$1,090,295	15,549	-5.0%	Shares	Sole	2024-01-25
2023-09-30	$1,058,883	16,361	-2.0%	Shares	Sole	2023-10-20
2023-06-30	$1,173,314	16,702	-0.6%	Shares	Sole	2023-07-25
2023-03-31	$1,169,639	16,810	0.0%	Shares	Sole	2023-04-24
2022-12-31	$1,200,401	16,810	-1.2%	Shares	Sole	2023-02-06
2022-09-30	$1,156,612	17,009	+2.0%	Shares	Sole	2022-10-19
2022-06-30	$1,188,666	16,669	+1.2%	Shares	Sole	2022-07-26
2022-03-31	$1,194,167	16,469	0.0%	Shares	Sole	2022-04-22
2021-12-31	$1,129,444	16,469	0.0%	Shares	Sole	2022-01-28
2021-09-30	$1,020,583	16,469	0.0%	Shares	Sole	2021-10-14
2021-06-30	$996,539	16,469	-0.5%	Shares	Sole	2021-07-12
2021-03-31	$1,028,375	16,544	+13.8%	Shares	Sole	2021-04-12
2020-12-31	$893,437	14,544	+0.7%	Shares	Sole	2021-01-12
2020-09-30	$783,153	14,444	-3.3%	Shares	Sole	2020-11-13
2020-06-30	$774,846	14,944	-6.6%	Shares	Sole	2020-07-30
2020-03-31	$865,915	15,994	—	Shares	Sole	2020-04-28
No filing history on record for this holder in this stock.