Old Second National Bank of Aurora’s Southern Company SO Stock Holding History

Old Second National Bank of Aurora’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 Q2	$189K	Hold	1,971	–	–	0.04%	140
2026 Q1	$190K	Sell	1,971 -25	-1%	-$2.31K	0.04%	138
2025 Q4	$174K	Hold	1,996	–	–	0.03%	139
2025 Q3	$189K	Sell	1,996 -65	-3%	-$6.07K	0.04%	134
2025 Q2	$189K	Buy	2,061 +25	+1%	+$2.25K	0.04%	131
2025 Q1	$187K	Sell	2,036 -744	-27%	-$64.4K	0.04%	138
2024 Q4	$229K	Sell	2,780 -691	-20%	-$60.6K	0.05%	131
2024 Q3	$313K	Buy	3,471 +63	+2%	+$5.38K	0.08%	119
2024 Q2	$264K	Hold	3,408	–	–	0.07%	125
2024 Q1	$244K	Hold	3,408	–	–	0.06%	120
2023 Q4	$239K	Buy	3,408 +600	+21%	+$41.2K	0.07%	123
2023 Q3	$182K	Hold	2,808	–	–	0.06%	134
2023 Q2	$197K	Hold	2,808	–	–	0.06%	129
2023 Q1	$195K	Sell	2,808 -3,150	-53%	-$212K	0.06%	132
2022 Q4	$425K	Buy	5,958 +1,400	+31%	+$93.6K	0.13%	105
2022 Q3	$310K	Sell	4,558 -168	-4%	-$12.7K	0.1%	108
2022 Q2	$337K	Hold	4,726	–	–	0.09%	108
2022 Q1	$343K	Buy	4,726 +133	+3%	+$9.01K	0.09%	106
2021 Q4	$271K	Sell	4,593 -133	-3%	-$8.48K	0.08%	103
2021 Q3	$293K	Buy	4,726 +133	+3%	+$8.56K	0.08%	108
2021 Q2	$278K	Hold	4,593	–	–	0.08%	108
2021 Q1	$286K	Hold	4,593	–	–	0.08%	105
2020 Q4	$283K	Hold	4,593	–	–	0.08%	99
2020 Q3	$249K	Sell	4,593 -423	-8%	-$22.6K	0.08%	105
2020 Q2	$260K	Buy	5,016 +423	+9%	+$23.5K	0.09%	104
2020 Q1	$249K	Hold	4,593	–	–	0.1%	105
2019 Q4	$293K	Hold	4,593	–	–	0.09%	107
2019 Q3	$284K	Sell	4,593 -300	-6%	-$17.4K	0.1%	110
2019 Q2	$270K	Hold	4,893	–	–	0.1%	114
2019 Q1	$253K	Buy	4,893 +168	+4%	+$8.23K	0.09%	117
2018 Q4	$207K	Hold	4,725	–	–	0.08%	125
2018 Q3	$206K	Sell	4,725 -100	-2%	-$4.61K	0.08%	124
2018 Q2	$224K	Sell	4,825 -2,350	-33%	-$105K	0.09%	120
2018 Q1	$321K	Sell	7,175 -400	-5%	-$17.8K	0.13%	107
2017 Q4	$364K	Buy	7,575 +330	+5%	+$16.8K	0.14%	101
2017 Q3	$356K	Buy	7,245 +2,270	+46%	+$110K	0.15%	98
2017 Q2	$238K	Hold	4,975	–	–	0.1%	107
2017 Q1	$248K	Buy	4,975 +150	+3%	+$7.41K	0.11%	104
2016 Q4	$238K	Buy	4,825 +275	+6%	+$13.5K	0.11%	109
2016 Q3	$234K	Buy	4,550 +1,000	+28%	+$52.7K	0.11%	106
2016 Q2	$190K	Hold	3,550	–	–	0.09%	112
2016 Q1	$183K	Hold	3,550	–	–	0.09%	113
2015 Q4	$166K	Hold	3,550	–	–	0.08%	115
2015 Q3	$159K	Hold	3,550	–	–	0.08%	112
2015 Q2	$149K	Sell	3,550 -559	-14%	-$24.4K	0.07%	120
2015 Q1	$182K	Hold	4,109	–	–	0.08%	115
2014 Q4	$202K	Hold	4,109	–	–	0.09%	108
2014 Q3	$179K	Buy	4,109 +300	+8%	+$13.2K	0.09%	95
2014 Q2	$173K	Hold	3,809	–	–	0.09%	93
2014 Q1	$167K	Hold	3,809	–	–	0.08%	94
2013 Q4	$156K	Sell	3,809 -14	-0.4%	-$578	0.06%	96
2013 Q3	$157K	Buy	3,823 +14	+0.4%	+$603	0.07%	93
2013 Q2	$168K	Buy	+3,809	New	+$175K	0.08%	90

Other funds holding SO

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Old Second National Bank of Aurora's SO Position: Q2 2026 in Review

Old Second National Bank of Aurora held its Southern Company (SO) position steady in Q2 2026 at 1,971 shares worth $189K. The position accounts for 0.04% of the portfolio, ranked #140.

Old Second National Bank of Aurora first reported a position in SO in Q2 2013 and has held it in 53 quarters since. The position peaked at $425K in Q4 2022. 956 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Old Second National Bank of Aurora held 1,971 shares of Southern Company worth $189K as of Q2 2026.
Old Second National Bank of Aurora left its Southern Company share count unchanged in Q2 2026.
Southern Company made up 0.04% of Old Second National Bank of Aurora's portfolio in Q2 2026, its #140 holding.
Old Second National Bank of Aurora first reported a position in Southern Company in Q2 2013 and has held it in 53 quarters since.
Old Second National Bank of Aurora's Southern Company position peaked at $425K in Q4 2022.
956 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Old Second National Bank of Aurora's 13F filing for Q2 2026, filed 21 Jul 2026.