Bollard Group LLC

Position in AEP — American Electric Power Co Inc

CIK 1556218 BOSTON, MA

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Position in AEP

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$55,225,052

+$9,828,659 QoQ

Shares Held

421,308

+7.0% QoQ

Ownership

0.077%

of shares outstanding

% of Portfolio

1.77%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 62.00760488763565.ToString("F0")% None 37.99239511236435.ToString("F0")%

Common Shares in AEP Over Time

Shares Held

Position Value (USD)

Position in Utilities - Regulated Electric

Utilities · as of Mar 31, 2026

Bollard Group LLC holds $173,465,820 across 13 Utilities - Regulated Electric names. AEP ranks #1 (31.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AEP	American Electric Power Co Inc This page	421,308	$55,225,052
2	SO	Southern Co	340,141	$32,830,409
3	PEG	Public Service Enterprise Group Inc	311,366	$25,205,077
4	DUK	Duke Energy CORP	177,644	$23,260,705
5	FE	Firstenergy Corp	247,847	$12,555,929
6	FTS	Fortis Inc.	175,488	$9,790,475
7	PPL	PPL Corp	140,046	$5,349,757
8	ED	Consolidated Edison Inc	21,210	$2,400,547

All Filings in AEP

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25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$55,225,052	421,308	+7.0%	Shares	Defined	2026-05-14
2025-12-31	$45,396,393	393,690	-29.7%	Shares	Defined	2026-02-13
2025-09-30	$63,014,512	560,129	+5.7%	Shares	Defined	2025-11-14
2025-06-30	$54,965,926	529,741	+12.4%	Shares	Defined	2025-08-13
2025-03-31	$51,509,659	471,398	+0.9%	Shares	Defined	2025-05-15
2024-12-31	$43,109,132	467,409	-6.1%	Shares	Defined	2025-02-14
2024-09-30	$51,045,039	497,515	-6.5%	Shares	Defined	2024-11-13
2024-06-30	$46,674,960	531,969	+2.2%	Shares	Defined	2024-08-14
2024-03-31	$44,824,176	520,606	+1.2%	Shares	Defined	2024-05-13
2023-12-31	$41,763,648	514,204	+10.8%	Shares	Defined	2024-02-13
2023-09-30	$34,918,477	464,218	-21.6%	Shares	Defined	2023-11-14
2023-06-30	$49,836,127	591,878	+1.0%	Shares	Defined	2023-08-14
2023-03-31	$53,347,891	586,305	+0.9%	Shares	Defined	2023-05-12
2022-12-31	$55,182,281	581,172	+0.3%	Shares	Defined	2023-02-10
2022-09-30	$50,087,746	579,384	+0.7%	Shares	Defined	2022-11-09
2022-06-30	$55,194,282	575,300	+0.7%	Shares	Defined	2022-08-12
2022-03-31	$56,971,064	571,024	+17.1%	Shares	Defined	2022-05-12
2021-12-31	$43,375,722	487,532	+2.4%	Shares	Defined	2022-02-11
2021-09-30	$38,655,805	476,174	+2.6%	Shares	Defined	2021-11-12
2021-06-30	$39,246,207	463,958	+2.5%	Shares	Defined	2021-08-12
2021-03-31	$38,333,356	452,578	+2.2%	Shares	Defined	2021-05-11
2020-12-31	$36,880,865	442,907	-0.3%	Shares	Defined	2021-02-04
2020-09-30	$36,299,153	444,135	+0.6%	Shares	Defined	2020-11-12
2020-06-30	$35,143,539	441,280	-4.3%	Shares	Defined	2020-08-13
2020-03-31	$36,868,540	460,972	—	Shares	Defined	2020-05-14
No filing history on record for this holder in this stock.