Bollard Group LLC

Position in DUK — Duke Energy CORP

CIK 1556218 BOSTON, MA

Back to DUK Full portfolio

Position in DUK

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

Position Value

$23,260,705

+$1,341,615 QoQ

Shares Held

177,644

-5.0% QoQ

Ownership

0.023%

of shares outstanding

% of Portfolio

0.75%

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 63.256287856612104.ToString("F0")% None 36.7437121433879.ToString("F0")%

Common Shares in DUK 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. DUK ranks #4 (13.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AEP	American Electric Power Co Inc	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 This page	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 DUK

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25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$23,260,705	177,644	-5.0%	Shares	Defined	2026-05-14
2025-12-31	$21,919,090	187,007	-22.5%	Shares	Defined	2026-02-13
2025-09-30	$29,846,396	241,183	+5.6%	Shares	Defined	2025-11-14
2025-06-30	$26,939,400	228,300	+9.8%	Shares	Defined	2025-08-13
2025-03-31	$25,365,856	207,968	+0.8%	Shares	Defined	2025-05-15
2024-12-31	$22,225,684	206,290	-10.7%	Shares	Defined	2025-02-14
2024-09-30	$26,640,641	231,055	-7.6%	Shares	Defined	2024-11-13
2024-06-30	$25,061,910	250,044	+3.8%	Shares	Defined	2024-08-14
2024-03-31	$23,288,638	240,809	+1.8%	Shares	Defined	2024-05-13
2023-12-31	$22,947,048	236,470	-4.7%	Shares	Defined	2024-02-13
2023-09-30	$21,890,774	248,026	-7.6%	Shares	Defined	2023-11-14
2023-06-30	$24,075,716	268,283	+1.1%	Shares	Defined	2023-08-14
2023-03-31	$25,611,916	265,491	+1.0%	Shares	Defined	2023-05-12
2022-12-31	$27,082,353	262,961	-2.7%	Shares	Defined	2023-02-10
2022-09-30	$25,127,585	270,131	+0.2%	Shares	Defined	2022-11-09
2022-06-30	$28,895,882	269,526	+0.9%	Shares	Defined	2022-08-12
2022-03-31	$29,826,395	267,118	+0.9%	Shares	Defined	2022-05-12
2021-12-31	$27,781,925	264,842	+0.5%	Shares	Defined	2022-02-11
2021-09-30	$25,719,551	263,547	+3.9%	Shares	Defined	2021-11-12
2021-06-30	$25,032,430	253,570	+3.7%	Shares	Defined	2021-08-12
2021-03-31	$23,605,253	244,538	+3.0%	Shares	Defined	2021-05-11
2020-12-31	$21,735,703	237,393	-1.1%	Shares	Defined	2021-02-04
2020-09-30	$21,257,056	240,030	+0.6%	Shares	Defined	2020-11-12
2020-06-30	$19,064,709	238,637	-7.6%	Shares	Defined	2020-08-13
2020-03-31	$20,883,943	258,209	—	Shares	Defined	2020-05-14
No filing history on record for this holder in this stock.