Nicholson Wealth Management Group’s Southern Company SO Stock Holding History

Nicholson Wealth Management Group’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	$2.02M	Hold	21,122	–	–	1.19%	29
2026 Q1	$2.04M	Hold	21,122	–	–	1.19%	27
2025 Q4	$1.84M	Hold	21,122	–	–	1.08%	42
2025 Q3	$2M	Hold	21,122	–	–	1.17%	21
2025 Q2	$1.94M	Hold	21,122	–	–	1.2%	14
2025 Q1	$1.94M	Hold	21,122	–	–	1.27%	12
2024 Q4	$1.74M	Hold	21,122	–	–	1.16%	15
2024 Q3	$1.9M	Buy	+21,122	New	+$1.8M	1.56%	12

Other funds holding SO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Nicholson Wealth Management Group's SO Position: Q2 2026 in Review

Nicholson Wealth Management Group held its Southern Company (SO) position steady in Q2 2026 at 21,122 shares worth $2.02M. The position accounts for 1.19% of the portfolio, ranked #29.

Nicholson Wealth Management Group first reported a position in SO in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.04M in Q1 2026. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Nicholson Wealth Management Group held 21,122 shares of Southern Company worth $2.02M as of Q2 2026.
Nicholson Wealth Management Group left its Southern Company share count unchanged in Q2 2026.
Southern Company made up 1.19% of Nicholson Wealth Management Group's portfolio in Q2 2026, its #29 holding.
Nicholson Wealth Management Group first reported a position in Southern Company in Q3 2024 and has held it in 8 quarters since.
Nicholson Wealth Management Group's Southern Company position peaked at $2.04M in Q1 2026.
2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Nicholson Wealth Management Group's 13F filing for Q2 2026, filed 29 Jul 2026.