Position in EXC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$550,395
-$23,629 QoQ
Shares Held
11,806
+0.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#637
of 1,279 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 7%
None 93%
Common Shares in EXC 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. EXC ranks #12 (0.3% 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 EXC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $550,395 | 11,806 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $574,024 | 11,710 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $465,148 | 10,671 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $476,340 | 10,583 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $455,736 | 10,496 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $479,692 | 10,410 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $388,633 | 10,325 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $414,867 | 10,231 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $351,049 | 10,143 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $377,428 | 10,046 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $357,420 | 9,956 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $373,138 | 9,874 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $399,048 | 9,795 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $407,087 | 9,718 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $416,866 | 9,643 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $358,679 | 9,575 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $431,083 | 9,512 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $450,294 | 9,454 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $542,366 | 9,390 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $451,060 | 9,331 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $410,355 | 9,261 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $401,708 | 9,184 | Shares | Defined | 2021-05-11 | |
| 2020-12-31 | $384,286 | 9,102 | Shares | Defined | 2021-02-04 | |
| 2020-09-30 | $837,999 | 23,434 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $850,058 | 23,424 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $861,870 | 23,414 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||