Position in ED
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,297,231
-$103,316 QoQ
Shares Held
20,765
-2.1% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#373
of 1,428 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 0%
Shared 31%
None 69%
Common Shares in ED 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. ED ranks #8 (1.2% 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
This page
|
20,765 | $2,297,231 |
All Filings in ED
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,297,231 | 20,765 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $2,400,547 | 21,210 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $2,213,842 | 22,290 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $2,350,961 | 23,388 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $2,276,439 | 22,685 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $2,372,819 | 21,456 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $1,893,460 | 21,220 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $2,239,419 | 21,506 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $646,238 | 7,227 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $18,434 | 203 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $9,278 | 102 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $8,638 | 101 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $9,040 | 100 | Shares | Defined | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||