Position in ES
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,848,811
+$46,839 QoQ
Shares Held
25,582
-1.6% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#352
of 1,109 holders
Holding Since
Jun 2023
11 quarters on record
Voting authority
Sole 0%
Shared 29%
None 71%
Common Shares in ES 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. ES ranks #10 (1.0% 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 ES
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,848,811 | 25,582 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $1,801,972 | 26,010 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $1,498,025 | 22,249 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $1,613,099 | 22,675 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $1,366,303 | 21,476 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $1,260,149 | 20,289 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $1,154,572 | 20,104 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,385,157 | 20,355 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $341,110 | 6,015 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $53,852 | 901 | Shares | Defined | 2024-05-13 | |
| 2023-06-30 | $2,127 | 30 | Shares | Defined | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||