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Livermore
Livermore
ZHEN

Nicholson Wealth Management Group, LLC

SEC CIK
0002035982
Latest filing
Jul 29, 2026

SO holding history

Southern Co in every 13F filed by Nicholson Wealth Management Group, 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 (Q2 2026)
21,122
Value
$2.02M
% of portfolio
1.2%
Quarters held
8
Since Q3 2024
Holdings of SO by Nicholson Wealth Management Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202621,122$2.02M1.2%00.0%UnchangedHolders
Q1 202621,122$2.04M1.2%00.0%UnchangedHolders
Q4 202521,122$1.84M1.1%00.0%UnchangedHolders
Q3 202521,122$2.00M1.2%00.0%UnchangedHolders
Q2 202521,122$1.94M1.2%00.0%UnchangedHolders
Q1 202521,122$1.94M1.3%00.0%UnchangedHolders
Q4 202421,122$1.74M1.2%00.0%UnchangedHolders
Q3 202421,122$1.90M1.6%–No prior filingHolders