Farmers Trust Co reports 28.55% increase in ownership of 1SO / The Southern Company

The Southern Company

IT ˙ BIT ˙ US8425871071

78,00 € 0,00 (0,00%)

2026-06-03
AKTIENPREIS

Security	IT:1SO / The Southern Company
Institution	Farmers Trust Co
Latest Disclosed Ownership	88,802 shares
Latest Disclosed Value	$ 8,571,169

On April 7, 2026 - Farmers Trust Co filed a 13F-HR form disclosing ownership of 88,802 shares of The Southern Company (IT:1SO) valued at $7,662,725 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 6, 2026 disclosing 69,078 shares of The Southern Company. This represents a change in shares of 28.55% during the quarter. The current value of the position is $6,926,556 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)

File Date	Effective Date	Form	Security	Class	ID	Reported Shares	ΔShares	ΔShares (%)	Reported Value (x1000)	ΔValue (%)	Alloc (%)
2026-04-07	2026-03-31	13F	SOUTHERN	Common Stock	842587107	88,802	19,724	28.55	8,571	42.30	1.3456
2026-01-06	2025-12-31	13F	SOUTHERN	Common Stock	842587107	69,078	2,326	3.48	6,024	-4.79	0.9823
2025-10-01	2025-09-30	13F	SOUTHERN	Common Stock	842587107	66,752	192	0.29	6,326	3.50	1.0902
2025-07-14	2025-06-30	13F	SOUTHERN	Common Stock	842587107	66,560	17,286	35.08	6,112	34.92	1.1414
2025-04-04	2025-03-31	13F	SOUTHERN	Common Stock	842587107	49,274	891	1.84	4,531	13.76	0.8521
2025-01-08	2024-12-31	13F	SOUTHERN	Common Stock	842587107	48,383	11,605	31.55	3,983	20.08	0.7434
2025-01-08	2024-12-31	13F	SOUTHERN	Common Stock	842587107	48,383	11,605		3,983		0.7434
2024-10-03	2024-09-30	13F	SOUTHERN	Common Stock	842587107	36,778	25,843	236.33	3,317	291.04	0.6184
2024-07-16	2024-06-30	13F	SOUTHERN	Common Stock	842587107	10,935	0	0.00	848	8.16	0.1722
2024-04-09	2024-03-31	13F	SOUTHERN	Common Stock	842587107	10,935	0	0.00	784	2.35	0.1579
2024-01-09	2023-12-31	13F	SOUTHERN	Common Stock	842587107	10,935	-110	-1.00	767	7.28	0.1599
2023-10-10	2023-09-30	13F	SOUTHERN	Common Stock	842587107	11,045	0	0.00	715	-7.87	0.1650
2023-07-21	2023-06-30	13F	SOUTHERN	Common Stock	842587107	11,045	-106	-0.95	776	0.00	0.1661
2023-04-06	2023-03-31	13F	SOUTHERN	Common Stock	842587107	11,151	-22	-0.20	776	-2.88	0.1711
2023-01-19	2022-12-31	13F	SOUTHERN	Common Stock	842587107	11,173	0	0.00	1	-100.00	0.1785
2022-10-05	2022-09-30	13F	SOUTHERN	Common Stock	842587107	11,173	-44	-0.39	760	-5.00	0.1901
2022-07-18	2022-06-30	13F	SOUTHERN	Common Stock	842587107	11,217	0	0.00	800	-1.60	0.1910
2022-04-05	2022-03-31	13F	SOUTHERN	Common Stock	842587107	11,217	-253	-2.21	813	3.30	0.1745
2022-02-14	2021-12-31	13F	SOUTHERN	Common Stock	842587107	11,470	213	1.89	787	13.24	0.1619
2021-10-19	2021-09-30	13F	SOUTHERN	Common Stock	842587107	11,257	0	0.00	695	2.06	0.1546
2021-07-02	2021-06-30	13F	SOUTHERN	COM	842587107	11,257	0	0.00	681	-2.71	0.1508
2021-04-09	2021-03-31	13F	SOUTHERN	COM	842587107	11,257	-100	-0.88	700	0.29	0.1613
2021-01-27	2020-12-31	13F/A-1	SOUTHERN	COM	842587107	11,357	22	0.19	698	13.50	0.1705
2021-01-26	2020-12-31	13F	SOUTHERN	COM	842587107	11,335	0		615		93,927.4025
2020-10-07	2020-09-30	13F	SOUTHERN	COM	842587107	11,335	-550	-4.63	615	-0.16	0.1685
2020-07-06	2020-06-30	13F	SOUTHERN	COM	842587107	11,885	-195	-1.61	616	-5.81	0.1779
2020-04-23	2020-03-31	13F	SOUTHERN	COM	842587107	12,080	-250	-2.03	654	-16.69	0.2195
2020-01-15	2019-12-31	13F	SOUTHERN	COM	842587107	12,330	-2,080	-14.43	785	-11.80	0.2081
2019-10-24	2019-09-30	13F	SOUTHERN	COM	842587107	14,410	172	1.21	890	13.09	0.2459
2019-07-09	2019-06-30	13F	SOUTHERN	COM	842587107	14,238	400	2.89	787	10.07	0.2221
2019-04-09	2019-03-31	13F	SOUTHERN	COM	842587107	13,838	900	6.96	715	25.88	0.2027
2019-01-16	2018-12-31	13F	SOUTHERN	COM	842587107	12,938	300	2.37	568	3.09	0.1778
2018-10-09	2018-09-30	13F	SOUTHERN	COM	842587107	12,638	-92	-0.72	551	-6.45	0.1552
2018-07-09	2018-06-30	13F	SOUTHERN	COM	842587107	12,730	-300	-2.30	589	1.20	0.1784
2018-04-13	2018-03-31	13F	SOUTHERN	COM	842587107	13,030	0	0.00	582	-7.18	0.1766
2018-01-29	2017-12-31	13F	SOUTHERN	COM	842587107	13,030	300	2.36	627	0.32	0.1859
2017-10-06	2017-09-30	13F	SOUTHERN	COM	842587107	12,730	-1,067	-7.73	625	-5.30	0.2110
2017-07-10	2017-06-30	13F	SOUTHERN	COM	842587107	13,797	-250	-1.78	660	-5.58	0.2337
2017-04-12	2017-03-31	13F	SOUTHERN	COM	842587107	14,047	-5,968	-29.82	699	-29.04	0.2459
2017-01-18	2016-12-31	13F	SOUTHERN	COM	842587107	20,015	-432	-2.11	985	-6.10	0.3397
2016-10-17	2016-09-30	13F	SOUTHERN	COM	842587107	20,447	1,014	5.22	1,049	0.67	0.3600
2016-07-20	2016-06-30	13F	SOUTHERN	COM	842587107	19,433	1,251	6.88	1,042	10.73	0.3393
2016-04-22	2016-03-31	13F	SOUTHERN	COM	842587107	18,182	3,310	22.26	941	35.20	0.3013
2016-01-28	2015-12-31	13F	SOUTHERN	COM	842587107	14,872	0	0.00	696	4.66	0.2339
2015-10-08	2015-09-30	13F	SOUTHERN	COM	842587107	14,872	0	0.00	665	6.74	0.2390
2015-07-09	2015-06-30	13F	SOUTHERN	COM	842587107	14,872	-25	-0.17	623	-5.46	0.2074
2015-04-15	2015-03-31	13F	SOUTHERN	COM	842587107	14,897	14,882	99,213.33	659	-15.62	0.2197
2015-01-21	2014-12-31	13F	SOUTHERN	COM	842587107	15	-15,982	-99.91	781	11.89	0.2566
2014-10-15	2014-09-30	13F	SOUTHERN	COM	842587107	15,997	0	0.00	698	-3.86	0.2370
2014-07-09	2014-06-30	13F	SOUTHERN	COM	842587107	15,997	-498	-3.02	726	0.14	0.2458
2014-04-11	2014-03-31	13F	SOUTHERN	COM	842587107	16,495	-25	-0.15	725	6.77	0.2535
2014-01-23	2013-12-31	13F	SOUTHERN	COM	842587107	16,520	-904	-5.19	679	-5.43	0.2393
2013-10-17	2013-09-30	13F	SOUTHERN	COM	842587107	17,424	0	0.00	718	-6.63	0.2734
2013-07-31	2013-06-30	13F	SOUTHERN	COM	842587107	17,424	17,424		769		0.2984

Legend

Shares: The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value: The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price: The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class: This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred

Allocation (%): The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation: The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%): The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis: The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss: This is the market value of the position as of the effective date minus the cost basis.