Position in CMS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$241,434
-$3,408 QoQ
Shares Held
3,156
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#544
of 814 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CMS 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. CMS ranks #13 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
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 CMS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $241,434 | 3,156 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $244,842 | 3,156 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $219,160 | 3,134 | Shares | Defined | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||