Position in FE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$11,981,458
-$574,471 QoQ
Shares Held
252,029
+1.7% QoQ
Ownership
0.044%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#130
of 927 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 51%
None 49%
Common Shares in FE 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. FE ranks #5 (6.5% 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
This page
|
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 FE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,981,458 | 252,029 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $12,555,929 | 247,847 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $9,598,016 | 214,385 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $10,463,088 | 228,352 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $8,717,739 | 216,536 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $8,301,419 | 205,379 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $8,092,524 | 203,432 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $9,045,847 | 203,965 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $8,655,487 | 226,169 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $8,387,144 | 217,171 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $7,748,347 | 211,357 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $7,156,813 | 209,386 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $9,865,800 | 253,750 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $10,074,048 | 251,474 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $10,458,829 | 249,376 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $9,369,325 | 253,225 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $9,640,535 | 251,121 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $10,877,992 | 237,200 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $9,115,197 | 219,168 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $7,748,311 | 217,527 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $7,419,748 | 199,402 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $5,399,637 | 155,654 | Shares | Defined | 2021-05-11 | |
| 2020-12-31 | $4,279,431 | 139,805 | Shares | Defined | 2021-02-04 | |
| 2020-09-30 | $8,860,279 | 308,613 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $12,174,476 | 313,937 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $14,235,869 | 355,275 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||