Position in AEP
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$63,243,569
+$8,018,517 QoQ
Shares Held
462,273
+9.7% QoQ
Ownership
0.085%
of shares outstanding
% of Portfolio
1.94%
of 13F equity value
Holder Rank
#115
of 1,978 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 57%
None 43%
Common Shares in AEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Bollard Group LLC holds $183,867,362 across 13 Utilities - Regulated Electric names. AEP ranks #1 (34.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
This page
|
462,273 | $63,243,569 | |
| 2 | SO |
Southern Co
|
355,146 | $33,991,023 | |
| 3 | PEG |
Public Service Enterprise Group Inc
|
325,124 | $26,387,063 | |
| 4 | DUK |
Duke Energy CORP
|
185,749 | $23,512,108 | |
| 5 | FE |
Firstenergy Corp
|
252,029 | $11,981,458 | |
| 6 | FTS |
Fortis Inc.
|
180,613 | $10,336,481 | |
| 7 | PPL |
PPL Corp
|
154,340 | $5,610,259 | |
| 8 | ED |
Consolidated Edison Inc
|
20,765 | $2,297,231 |
All Filings in AEP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $63,243,569 | 462,273 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $55,225,052 | 421,308 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $45,396,393 | 393,690 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $63,014,512 | 560,129 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $54,965,926 | 529,741 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $51,509,659 | 471,398 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $43,109,132 | 467,409 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $51,045,039 | 497,515 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $46,674,960 | 531,969 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $44,824,176 | 520,606 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $41,763,648 | 514,204 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $34,918,477 | 464,218 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $49,836,127 | 591,878 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $53,347,891 | 586,305 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $55,182,281 | 581,172 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $50,087,746 | 579,384 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $55,194,282 | 575,300 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $56,971,064 | 571,024 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $43,375,722 | 487,532 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $38,655,805 | 476,174 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $39,246,207 | 463,958 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $38,333,356 | 452,578 | Shares | Defined | 2021-05-11 | |
| 2020-12-31 | $36,880,865 | 442,907 | Shares | Defined | 2021-02-04 | |
| 2020-09-30 | $36,299,153 | 444,135 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $35,143,539 | 441,280 | 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. | ||||||