Nicholson Wealth Management Group, LLC

Position in SO — Southern Co

CIK 2035982 CHARLESTOWN, SC

Position in SO

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$2,021,586

-$17,109 QoQ

Shares Held

21,122

0.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

1.30%

of 13F equity value

Holder Rank

#758

of 2,356 holders

Holding Since

Sep 2024

8 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Nicholson Wealth Management Group, LLC holds $8,011,872 across 4 Utilities - Regulated Electric names. SO ranks #2 (25.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WEC	Wec Energy Group, Inc.	17,945	$2,095,437
2	SO	Southern Co This page	21,122	$2,021,586
3	NEE	Nextera Energy Inc	22,421	$1,967,891
4	CMS	Cms Energy Corp	25,189	$1,926,958

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,021,586	21,122	0.0%	Shares	Sole	2026-07-29
2026-03-31	$2,038,695	21,122	0.0%	Shares	Sole	2026-05-04
2025-12-31	$1,841,838	21,122	0.0%	Shares	Sole	2026-01-26
2025-09-30	$2,001,731	21,122	0.0%	Shares	Sole	2025-11-04
2025-06-30	$1,939,633	21,122	0.0%	Shares	Sole	2025-07-29
2025-03-31	$1,942,167	21,122	0.0%	Shares	Sole	2025-05-12
2024-12-31	$1,738,763	21,122	0.0%	Shares	Sole	2025-02-03
2024-09-30	$1,904,781	21,122	—	Shares	Sole	2024-10-23
No filing history on record for this holder in this stock.