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Moran Wealth Management, LLC

SEC CIK
0001965334
Latest filing
Aug 5, 2026

SO holding history

Southern Co in every 13F filed by Moran Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SO overviewAll 13F holders of SOFull Q2 2026 holdings

Shares (Q1 2024)
0
Sold out in Q1 2024
Value
$0
% of portfolio
0.0%
Quarters held
5
Since Q4 2022
Holdings of SO by Moran Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20240$00.0%−71,027−100.0%Sold outHolders
Q4 202371,027$4.98M0.2%−158,509−69.1%ReducedHolders
Q3 2023229,536$14.9M0.6%+8,314+3.8%AddedHolders
Q2 2023221,222$15.5M0.6%+340+0.2%AddedHolders
Q1 2023220,882$15.4M0.6%+27,404+14.2%AddedHolders
Q4 2022193,478$13.8M0.5%–No prior filingHolders