Position in NWE
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$6,476,956
-$1,874,842 QoQ
Shares Held
98,225
-24.1% QoQ
Ownership
0.160%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 73.73377449732756.ToString("F0")%
Shared 0.ToString("F0")%
None 26.266225502672434.ToString("F0")%
Common Shares in NWE 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. NWE ranks #2 (33.2% 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.
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|
98,225 | $6,476,956 | |
| 3 | AEP |
American Electric Power Co Inc
|
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 NWE
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,476,956 | 98,225 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $8,351,798 | 129,405 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $13,250,255 | 226,075 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $11,254,450 | 219,385 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $12,808,077 | 221,325 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $11,124,491 | 208,090 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $9,985,462 | 174,510 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $8,689,380 | 173,510 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $6,550,107 | 128,610 | Shares | Sole | 2024-05-16 | |
| No filing history on record for this holder in this stock. | ||||||