Position in SO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$920,443
-$139,636 QoQ
Shares Held
9,617
-12.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,061
of 2,360 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in SO 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. SO ranks #5 (5.3% of the industry book) .
| # | 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
This page
|
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 SO
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $920,443 | 9,617 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,060,079 | 10,983 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $957,543 | 10,981 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,003,709 | 10,591 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $891,118 | 9,704 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $873,616 | 9,501 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $781,134 | 9,489 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $988,913 | 10,966 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $777,406 | 10,022 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $734,976 | 10,245 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $693,697 | 9,893 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $635,420 | 9,818 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $689,714 | 9,818 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $683,136 | 9,818 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $708,244 | 9,918 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $673,132 | 9,899 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $682,222 | 9,567 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $667,599 | 9,207 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $668,174 | 9,743 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $611,643 | 9,870 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $599,896 | 9,914 | Shares | Sole | 2021-11-12 | |
| 2021-03-31 | $690,846 | 11,114 | Shares | Sole | 2021-11-12 | |
| 2020-12-31 | $696,923 | 11,345 | Shares | Sole | 2021-11-12 | |
| 2020-09-30 | $640,555 | 11,814 | Shares | Sole | 2021-11-12 | |
| 2020-06-30 | $612,555 | 11,814 | Shares | Sole | 2021-11-12 | |
| 2020-03-31 SOJD | $519,448 | 23,200 | Shares | Sole | 2021-11-12 | |
| 2020-03-31 | $660,508 | 12,200 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||