Position in EXC
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$3,403
-$474 QoQ
Shares Held
73
-32.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,222
of 1,279 holders
Holding Since
Dec 2021
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EXC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026BOK Financial Private Wealth, Inc. holds $122,318 across 22 Utilities - Regulated Electric names. EXC ranks #10 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 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
|
44 | $5,569 | |
| 7 | DTE |
Dte Energy Co
|
28 | $4,266 | |
| 8 | NEE |
Nextera Energy Inc
|
43 | $3,774 |
All Filings in EXC
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,403 | 73 | Shares | Sole | 2026-08-10 | |
| 2023-12-31 | $3,877 | 108 | Shares | Sole | 2024-01-30 | |
| 2023-06-30 | $36,666 | 900 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $37,701 | 900 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $38,907 | 900 | Shares | Sole | 2023-02-02 | |
| 2022-03-31 | $220,241 | 4,624 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $226,477 | 3,921 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||