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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

BOK Financial Private Wealth's SO Position: Q1 2026 in Review

BOK Financial Private Wealth held its Southern Company (SO) position steady in Q1 2026 at 350 shares worth $33.8K. The position accounts for ﹤0.01% of the portfolio, ranked #294.

BOK Financial Private Wealth first reported a position in SO in Q3 2021 and has held it in 14 quarters since. The position peaked at $330K in Q1 2022. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

BOK Financial Private Wealth held 350 shares of Southern Company worth $33.8K as of Q1 2026.
BOK Financial Private Wealth left its Southern Company share count unchanged in Q1 2026.
Southern Company made up ﹤0.01% of BOK Financial Private Wealth's portfolio in Q1 2026, its #294 holding.
BOK Financial Private Wealth first reported a position in Southern Company in Q3 2021 and has held it in 14 quarters since.
BOK Financial Private Wealth's Southern Company position peaked at $330K in Q1 2022.
2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on BOK Financial Private Wealth's 13F filing for Q1 2026, filed 12 May 2026.