BOK Financial Private Wealth, Inc.

Position in SO — Southern Co

CIK 1317348 DENVER, CO

Position in SO

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

Position Value

$40,868

+$7,086 QoQ

Shares Held

427

+22.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#2,207

of 2,354 holders

Holding Since

Sep 2021

15 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. SO ranks #1 (33.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co This page	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

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$40,868	427	+22.0%	Shares	Sole	2026-08-10
2026-03-31	$33,782	350	0.0%	Shares	Sole	2026-05-12
2025-12-31	$30,520	350	-28.1%	Shares	Sole	2026-02-06
2025-09-30	$46,152	487	+39.1%	Shares	Sole	2025-11-07
2025-06-30	$32,140	350	0.0%	Shares	Sole	2025-08-07
2025-03-31	$32,182	350	0.0%	Shares	Sole	2025-05-14
2024-12-31	$28,812	350	0.0%	Shares	Sole	2025-02-07
2024-09-30	$31,563	350	-58.6%	Shares	Sole	2024-11-13
2023-09-30	$54,688	845	-23.2%	Shares	Sole	2023-10-13
2023-06-30	$77,275	1,100	-2.9%	Shares	Sole	2023-08-08
2023-03-31	$78,834	1,133	+3.0%	Shares	Sole	2023-04-24
2022-12-31	$78,551	1,100	-75.9%	Shares	Sole	2023-02-02
2022-03-31	$330,283	4,555	+28.6%	Shares	Sole	2022-05-09
2021-12-31	$242,978	3,543	+7.5%	Shares	Sole	2022-02-15
2021-09-30	$204,253	3,296	—	Shares	Sole	2021-11-15
No filing history on record for this holder in this stock.