BOK Financial Private Wealth, Inc.

Position in NEE — Nextera Energy Inc

CIK 1317348 DENVER, CO

Position in NEE

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

Position Value

$3,774

-$9,436 QoQ

Shares Held

-75.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#2,958

of 2,988 holders

Holding Since

Dec 2020

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. NEE ranks #8 (3.1% 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	44	$5,569
7	DTE	Dte Energy Co	28	$4,266
8	NEE	Nextera Energy Inc This page	43	$3,774

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,774	43	-75.4%	Shares	Sole	2026-08-10
2025-09-30	$13,210	175	-64.1%	Shares	Sole	2025-11-07
2025-06-30	$33,807	487	+37.2%	Shares	Sole	2025-08-07
2025-03-31	$25,165	355	+91.9%	Shares	Sole	2025-05-14
2024-12-31	$13,262	185	-61.1%	Shares	Sole	2025-02-07
2024-09-30	$40,151	475	+0.4%	Shares	Sole	2024-11-13
2024-06-30	$33,493	473	+0.2%	Shares	Sole	2024-08-14
2024-03-31	$30,165	472	+0.2%	Shares	Sole	2024-05-01
2023-12-31	$28,608	471	+772.2%	Shares	Sole	2024-01-30
2023-03-31	$4,162	54	-99.3%	Shares	Sole	2023-04-24
2022-03-31	$630,665	7,445	+12.8%	Shares	Sole	2022-05-09
2021-12-31	$616,362	6,602	+22.4%	Shares	Sole	2022-02-15
2021-09-30	$423,379	5,392	+22.5%	Shares	Sole	2021-11-15
2021-06-30	$322,432	4,400	+41.3%	Shares	Sole	2021-08-03
2021-03-31	$235,449	3,114	+20.1%	Shares	Sole	2021-05-12
2020-12-31	$200,049	2,593	—	Shares	Sole	2021-02-01
No filing history on record for this holder in this stock.