Embree Financial Group’s Southern Company SO Stock Holding History

Embree Financial 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	$213K	Buy	+2,224	New	+$209K	0.02%	274

Other funds holding SO

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Embree Financial Group's SO Position: Q2 2026 in Review

Embree Financial Group opened a new position in Southern Company (SO) in Q2 2026: 2,224 shares worth $213K. The stake represents 0.02% of the portfolio and ranks #274 among its holdings.

426 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Embree Financial Group held 2,224 shares of Southern Company worth $213K as of Q2 2026.
Southern Company was a new Embree Financial Group position in Q2 2026.
Southern Company made up 0.02% of Embree Financial Group's portfolio in Q2 2026, its #274 holding.
426 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Embree Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.