Position in SO
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$188,644
-$1,596 QoQ
Shares Held
1,971
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#2,055
of 2,354 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026OLD SECOND NATIONAL BANK OF AURORA holds $7,450,582 across 9 Utilities - Regulated Electric names. SO ranks #7 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
42,096 | $3,694,765 | |
| 2 | PEG |
Public Service Enterprise Group Inc
|
27,932 | $2,266,960 | |
| 3 | WEC |
Wec Energy Group, Inc.
|
4,196 | $489,966 | |
| 4 | ETR |
Entergy Corp /De/
|
2,004 | $230,179 | |
| 5 | DUK |
Duke Energy CORP
|
1,726 | $218,476 | |
| 6 | XEL |
Xcel Energy Inc
|
2,548 | $204,604 | |
| 7 | SO |
Southern Co
This page
|
1,971 | $188,644 | |
| 8 | EXC |
Exelon Corp
|
2,635 | $122,843 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $188,644 | 1,971 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $190,240 | 1,971 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $174,051 | 1,996 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $189,160 | 1,996 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $189,261 | 2,061 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $187,210 | 2,036 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $228,849 | 2,780 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $313,014 | 3,471 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $264,358 | 3,408 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $244,489 | 3,408 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $238,968 | 3,408 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $181,733 | 2,808 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $197,262 | 2,808 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $195,380 | 2,808 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $425,460 | 5,958 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $309,944 | 4,558 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $337,011 | 4,726 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $342,682 | 4,726 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $314,987 | 4,593 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $292,870 | 4,726 | Shares | Sole | 2021-12-06 | |
| 2021-06-30 | $277,921 | 4,593 | Shares | Sole | 2021-08-30 | |
| 2021-03-31 | $285,500 | 4,593 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $282,147 | 4,593 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $249,032 | 4,593 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $260,079 | 5,016 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $248,665 | 4,593 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||