Southern Company shares owned by Excalibur Management Corporation
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Excalibur Management Corporation
from 13F filings
Historical chart of Excalibur Management Corporation investment in Southern Company
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Quarterly reported holdings in Southern Company by Excalibur Management Corporation
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $771k | 9.9k | 77.57 |
| 2024-03-31 | $713k | 9.9k | 71.74 |
| 2023-12-31 | $697k | 9.9k | 70.12 |
| 2023-09-30 | $649k | 10k | 64.72 |
| 2023-06-30 | $711k | 10k | 70.25 |
| 2023-03-31 | $769k | 11k | 69.58 |
| 2022-12-31 | $792k | 11k | 71.41 |
| 2022-09-30 | $757k | 11k | 67.97 |
| 2022-06-30 | $869k | 12k | 71.28 |
| 2022-03-31 | $1.3M | 18k | 72.51 |
| 2021-12-31 | $1.5M | 21k | 68.56 |
| 2021-09-30 | $1.3M | 21k | 61.99 |
| 2021-06-30 | $1.3M | 22k | 60.49 |
| 2021-03-31 | $1.3M | 22k | 62.16 |
| 2020-12-31 | $1.2M | 20k | 61.45 |
| 2020-09-30 | $1.1M | 20k | 54.21 |
| 2020-06-30 | $810k | 16k | 51.88 |
| 2020-03-31 | $307k | 5.7k | 54.10 |
| 2014-12-31 | $623k | 13k | 49.12 |
| 2014-09-30 | $710k | 16k | 43.63 |
| 2014-06-30 | $809k | 18k | 45.39 |
| 2014-03-31 | $841k | 19k | 43.96 |
| 2013-12-31 | $1.3M | 33k | 41.12 |
| 2013-09-30 | $1.4M | 33k | 41.19 |
| 2013-06-30 | $1.4M | 31k | 44.13 |
| 2013-03-31 | $1.3M | 28k | 46.91 |
| 2012-12-31 | $906k | 21k | 42.80 |
| 2012-09-30 | $953k | 21k | 46.10 |
| 2012-06-30 | $911k | 20k | 46.31 |
| 2012-03-31 | $884k | 20k | 44.94 |
| 2011-12-31 | $911k | 20k | 46.31 |
| 2011-09-30 | $891k | 21k | 42.39 |
| 2011-06-30 | $872k | 22k | 40.38 |
| 2011-03-31 | $834k | 22k | 38.10 |
More positions owned by Excalibur Management Corporation
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