Position in EXC
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$20,490
+$5,539 QoQ
Shares Held
418
+21.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EXC 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 EXC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $20,490 | 418 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $14,951 | 343 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,105 | 69 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $303 | 7 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $322 | 7 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $8,318 | 221 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $8,961 | 221 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $7,406 | 214 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $8,039 | 214 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $7,682 | 214 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $8,087 | 214 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $8,718 | 214 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $8,964 | 214 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $9,252 | 232 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $8,016 | 214 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $41,422 | 914 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $43,533 | 914 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $52,792 | 914 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $52,738 | 1,091 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $40,499 | 914 | Shares | Sole | 2021-11-12 | |
| 2021-03-31 | $39,978 | 914 | Shares | Sole | 2021-11-12 | |
| 2020-12-31 | $38,589 | 914 | Shares | Sole | 2021-11-12 | |
| 2020-09-30 | $49,062 | 1,372 | Shares | Sole | 2021-11-12 | |
| 2020-06-30 | $49,789 | 1,372 | Shares | Sole | 2021-11-12 | |
| 2020-03-31 | $50,503 | 1,372 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||