Embree Financial Group
SO icon

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
Q3 		– Sell
-2,224
Closed -$213K – 301
2026
Q2 		$213K Buy
+2,224
New +$209K 0.02% 274

Other funds holding SO

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Embree Financial Group's SO Position: Q3 2026 in Review

Embree Financial Group sold out of Southern Company (SO) in Q3 2026, closing a stake of 2,224 shares — an estimated $213K sold.

Embree Financial Group first reported a position in SO in Q2 2026 and held it in 1 quarter. The position peaked at $213K in Q2 2026. 681 funds tracked by Wall St. Rank hold SO as of Q3 2026.

  • Embree Financial Group reported no remaining Southern Company position as of Q3 2026 after selling out during the quarter.
  • Embree Financial Group sold 2,224 Southern Company shares in Q3 2026, an estimated $213K.
  • Embree Financial Group first reported a position in Southern Company in Q2 2026 and held it in 1 quarter.
  • Embree Financial Group's Southern Company position peaked at $213K in Q2 2026.
  • 681 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on Embree Financial Group's 13F filing for Q3 2026, filed 22 Oct 2026.