BOK Financial Private Wealth, Inc.

Position in DUK — Duke Energy CORP

CIK 1317348 DENVER, CO

Position in DUK

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$5,569

-$40,291 QoQ

Shares Held

-88.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#2,401

of 2,440 holders

Holding Since

Jun 2021

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

BOK Financial Private Wealth, Inc. holds $122,318 across 22 Utilities - Regulated Electric names. DUK ranks #6 (4.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co	427	$40,868
2	D	Dominion Energy, Inc	263	$17,960
3	XEL	Xcel Energy Inc	109	$8,752
4	NGG	National Grid PLC	104	$8,618
5	AEP	American Electric Power Co Inc	47	$6,430
6	DUK	Duke Energy CORP This page	44	$5,569
7	DTE	Dte Energy Co	28	$4,266
8	NEE	Nextera Energy Inc	43	$3,774

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,569	44	-88.3%	Shares	Sole	2026-08-10
2025-03-31	$45,860	376	+516.4%	Shares	Sole	2025-05-14
2024-09-30	$7,033	61	-89.2%	Shares	Sole	2024-11-13
2024-06-30	$56,529	564	+824.6%	Shares	Sole	2024-08-14
2024-03-31	$5,899	61	-89.2%	Shares	Sole	2024-05-01
2023-12-31	$54,633	563	+12.2%	Shares	Sole	2024-01-30
2023-09-30	$44,306	502	+28.1%	Shares	Sole	2023-10-13
2023-06-30	$35,178	392	+12.3%	Shares	Sole	2023-08-08
2023-03-31	$33,668	349	+3.9%	Shares	Sole	2023-04-24
2022-12-31	$34,604	336	-15.4%	Shares	Sole	2023-02-02
2022-09-30	$36,928	397	+18.2%	Shares	Sole	2022-11-07
2022-06-30	$36,022	336	-91.3%	Shares	Sole	2022-08-15
2022-03-31	$433,687	3,884	+26.6%	Shares	Sole	2022-05-09
2021-12-31	$321,728	3,067	+10.8%	Shares	Sole	2022-02-15
2021-09-30	$270,031	2,767	+17.9%	Shares	Sole	2021-11-15
2021-06-30	$231,695	2,347	—	Shares	Sole	2021-08-03
No filing history on record for this holder in this stock.