William John Sempolinski
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William John Sempolinski’s Southern Company SO Stock Holding History

William John Sempolinski’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 		$206K Hold
2,488
– – 0.08% 102
2026
Q2 		$238K Hold
2,488
– – 0.1% 100
2026
Q1 		$240K Hold
2,488
– – 0.12% 85
2025
Q4 		$217K Buy
+2,488
New +$227K 0.11% 82

Other funds holding SO

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

William John Sempolinski's SO Position: Q3 2026 in Review

William John Sempolinski held its Southern Company (SO) position steady in Q3 2026 at 2,488 shares worth $206K. The position accounts for 0.08% of the portfolio, ranked #102.

William John Sempolinski first reported a position in SO in Q4 2025 and has held it in 4 quarters since. The position peaked at $240K in Q1 2026. 1,994 funds tracked by Wall St. Rank hold SO as of Q3 2026.

  • William John Sempolinski held 2,488 shares of Southern Company worth $206K as of Q3 2026.
  • William John Sempolinski left its Southern Company share count unchanged in Q3 2026.
  • Southern Company made up 0.08% of William John Sempolinski's portfolio in Q3 2026, its #102 holding.
  • William John Sempolinski first reported a position in Southern Company in Q4 2025 and has held it in 4 quarters since.
  • William John Sempolinski's Southern Company position peaked at $240K in Q1 2026.
  • 1,994 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on William John Sempolinski's 13F filing for Q3 2026, filed 20 Oct 2026.