Embree Financial Group

Position in SO — Southern Co

CIK 2020860 Chicago, IL

Position in SO

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$212,859

New position

Shares Held

2,224

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#1,997

of 2,360 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Embree Financial Group holds $1,200,953 across 4 Utilities - Regulated Electric names. SO ranks #4 (17.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	5,889	$516,877
2	ED	Consolidated Edison Inc	2,200	$243,386
3	EXC	Exelon Corp	4,887	$227,831
4	SO	Southern Co This page	2,224	$212,859

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$212,859	2,224	—	Shares	Sole	2026-07-15
No filing history on record for this holder in this stock.