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BOK Financial Private Wealth’s Southern Company SO Stock Holding History

BOK Financial Private Wealth’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 		$40.9K Buy
427
+77
+22% +$7.25K ﹤0.01% 301
2026
Q1 		$33.8K Hold
350
– – ﹤0.01% 294
2025
Q4 		$30.5K Sell
350
-137
-28% -$12.5K ﹤0.01% 329
2025
Q3 		$46.2K Buy
487
+137
+39% +$12.8K ﹤0.01% 256
2025
Q2 		$32.1K Hold
350
– – ﹤0.01% 284
2025
Q1 		$32.2K Hold
350
– – ﹤0.01% 299
2024
Q4 		$28.8K Hold
350
– – ﹤0.01% 304
2024
Q3 		$31.6K Buy
+350
New +$29.9K ﹤0.01% 308
2023
Q4 		– Sell
-845
Closed -$54.7K – 541
2023
Q3 		$54.7K Sell
845
-255
-23% -$17.7K ﹤0.01% 223
2023
Q2 		$77.3K Sell
1,100
-33
-3% -$2.37K 0.01% 207
2023
Q1 		$78.8K Buy
1,133
+33
+3% +$2.22K 0.01% 214
2022
Q4 		$78.6K Buy
+1,100
New +$73.5K 0.01% 211
2022
Q2 		– Sell
-4,555
Closed -$330K – 441
2022
Q1 		$330K Buy
4,555
+1,012
+29% +$68.5K 0.02% 221
2021
Q4 		$243K Buy
3,543
+247
+7% +$15.7K 0.02% 259
2021
Q3 		$204K Buy
+3,296
New +$212K 0.02% 232

Other funds holding SO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

BOK Financial Private Wealth's SO Position: Q2 2026 in Review

BOK Financial Private Wealth increased its Southern Company (SO) stake by 22% in Q2 2026, buying an estimated $7.25K and bringing the position to 427 shares worth $40.9K. The position accounts for ﹤0.01% of the portfolio, ranked #301.

BOK Financial Private Wealth first reported a position in SO in Q3 2021 and has held it in 15 quarters since. The position peaked at $330K in Q1 2022. 2,366 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • BOK Financial Private Wealth held 427 shares of Southern Company worth $40.9K as of Q2 2026.
  • BOK Financial Private Wealth bought 77 Southern Company shares in Q2 2026, an estimated $7.25K.
  • Southern Company made up ﹤0.01% of BOK Financial Private Wealth's portfolio in Q2 2026, its #301 holding.
  • BOK Financial Private Wealth first reported a position in Southern Company in Q3 2021 and has held it in 15 quarters since.
  • BOK Financial Private Wealth's Southern Company position peaked at $330K in Q1 2022.
  • 2,366 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on BOK Financial Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.