Position in XEL
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$211,310
+$14,843 QoQ
Shares Held
2,660
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 84.9624060150376.ToString("F0")%
Shared 0.ToString("F0")%
None 15.037593984962406.ToString("F0")%
Common Shares in XEL 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. XEL ranks #7 (1.1% 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
|
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
This page
|
2,660 | $211,310 | |
| 8 | ES |
Eversource Energy
|
3,039 | $210,541 |
All Filings in XEL
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $211,310 | 2,660 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $196,467 | 2,660 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $204,044 | 2,530 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $172,293 | 2,530 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $179,098 | 2,530 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $174,876 | 2,590 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $207,001 | 3,170 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $183,944 | 3,444 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $51,600 | 960 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $59,433 | 960 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $54,931 | 960 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $59,683 | 960 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $64,742 | 960 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $67,305 | 960 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $61,440 | 960 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $63,684 | 900 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $64,953 | 900 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $62,825 | 928 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $58,750 | 940 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $59,292 | 900 | Shares | Sole | 2021-11-12 | |
| 2021-03-31 | $59,859 | 900 | Shares | Sole | 2021-11-12 | |
| 2020-12-31 | $123,072 | 1,846 | Shares | Sole | 2021-11-12 | |
| 2020-09-30 | $127,392 | 1,846 | Shares | Sole | 2021-11-12 | |
| 2020-06-30 | $115,375 | 1,846 | Shares | Sole | 2021-11-12 | |
| 2020-03-31 | $111,313 | 1,846 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||