SEC 13F Intelligence

Nicholson Wealth Management Group, LLC / SO

Nicholson Wealth Management Group, LLC’s Southern Co Position

Does Nicholson Wealth Management Group, LLC own Southern Co (SO)? Yes — 21.1K shares worth $2M (+1.19% of its 13F portfolio) as of Q1 2026.

Position Value
$2M
Q1 2026
Shares
21.1K
% of Portfolio
+1.19%
Quarters Held
7
currently held

Position History SO

Reported value by quarter
Q3 ’24: $2MQ3 ’24Q4 ’24: $2MQ4 ’24Q1 ’25: $2MQ1 ’25Q2 ’25: $2MQ2 ’25Q3 ’25: $2MQ3 ’25Q4 ’25: $2MQ4 ’25Q1 ’26: $2MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202621.1K$2M+1.19%
Q4 202521.1K$2M+1.08%
Q3 202521.1K$2M+1.17%
Q2 202521.1K$2M+1.20%
Q1 202521.1K$2M+1.27%
Q4 202421.1K$2M+1.16%
Q3 202421.1K$2M+1.56%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Nicholson Wealth Management Group, LLC’s full portfolio or all institutional holders of SO.