Position in AEE
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$44,297
+$13,241 QoQ
Shares Held
403
+29.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Ancora Advisors LLC holds $17,524,307 across 13 Utilities - Regulated Electric names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NWE |
NorthWestern Energy Group, Inc.
|
97,785 | $7,003,361 | |
| 2 | NEE |
Nextera Energy Inc
|
76,569 | $6,720,460 | |
| 3 | AEP |
American Electric Power Co Inc
|
10,862 | $1,486,030 | |
| 4 | DUK |
Duke Energy CORP
|
7,280 | $921,502 | |
| 5 | SO |
Southern Co
|
9,617 | $920,443 | |
| 6 | DTE |
Dte Energy Co
|
1,086 | $165,473 | |
| 7 | ED |
Consolidated Edison Inc
|
791 | $87,508 | |
| 8 | PNW |
Pinnacle West Capital Corp
|
750 | $80,250 |
All Filings in AEE
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $44,297 | 403 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $31,056 | 311 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $417 | 4 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $384 | 4 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $401 | 4 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $356 | 4 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $349 | 4 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||