Position in AEP
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,472,290
+$148,532 QoQ
Shares Held
11,232
-2.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 91.98717948717949.ToString("F0")%
Shared 0.ToString("F0")%
None 8.012820512820513.ToString("F0")%
Common Shares in AEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026Ancora Advisors LLC holds $19,521,480 across 29 Utilities - Regulated Electric names. AEP ranks #3 (7.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
79,766 | $7,408,665 | |
| 2 | NWE |
NorthWestern Energy Group, Inc.
|
98,225 | $6,476,956 | |
| 3 | AEP |
American Electric Power Co Inc
This page
|
11,232 | $1,472,290 | |
| 4 | DUK |
Duke Energy CORP
|
8,792 | $1,151,224 | |
| 5 | SO |
Southern Co
|
10,983 | $1,060,079 | |
| 6 | D |
Dominion Energy, Inc
|
6,270 | $387,611 | |
| 7 | XEL |
Xcel Energy Inc
|
2,660 | $211,310 | |
| 8 | ES |
Eversource Energy
|
3,039 | $210,541 |
All Filings in AEP
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,472,290 | 11,232 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,323,758 | 11,480 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,288,800 | 11,456 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,239,101 | 11,942 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,297,799 | 11,877 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,139,132 | 12,351 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,233,354 | 12,021 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $829,757 | 9,457 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $702,317 | 8,157 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $747,061 | 9,198 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $723,465 | 9,618 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $728,919 | 8,657 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $787,791 | 8,658 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $818,089 | 8,616 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $749,262 | 8,667 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $831,991 | 8,672 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $864,606 | 8,666 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $683,289 | 7,680 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $631,661 | 7,781 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $633,156 | 7,485 | Shares | Sole | 2021-11-12 | |
| 2021-03-31 | $647,785 | 7,648 | Shares | Sole | 2021-11-12 | |
| 2020-12-31 | $653,502 | 7,848 | Shares | Sole | 2021-11-12 | |
| 2020-09-30 | $642,724 | 7,864 | Shares | Sole | 2021-11-12 | |
| 2020-06-30 | $560,745 | 7,041 | Shares | Sole | 2021-11-12 | |
| 2020-03-31 | $525,868 | 6,575 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||