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Tema ETFs’s Southern Company SO Stock Holding History

Tema ETFs’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 		$1.93M Buy
20,157
+1,885
+10% +$177K 0.06% 190
2026
Q1 		$1.76M Buy
18,272
+91
+0.5% +$8.42K 0.12% 160
2025
Q4 		$1.59M Sell
18,181
-52
-0.3% -$4.75K 0.12% 179
2025
Q3 		$1.73M Buy
+18,233
New +$1.7M 0.14% 180

Other funds holding SO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Tema ETFs's SO Position: Q2 2026 in Review

Tema ETFs increased its Southern Company (SO) stake by 10% in Q2 2026, buying an estimated $177K and bringing the position to 20,157 shares worth $1.93M. The position accounts for 0.06% of the portfolio, ranked #190.

Tema ETFs first reported a position in SO in Q3 2025 and has held it in 4 quarters since. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Tema ETFs held 20,157 shares of Southern Company worth $1.93M as of Q2 2026.
  • Tema ETFs bought 1,885 Southern Company shares in Q2 2026, an estimated $177K.
  • Southern Company made up 0.06% of Tema ETFs's portfolio in Q2 2026, its #190 holding.
  • Tema ETFs first reported a position in Southern Company in Q3 2025 and has held it in 4 quarters since.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Tema ETFs's 13F filing for Q2 2026, filed 10 Jul 2026.