Bollard Group LLC

Position in FTS — Fortis Inc.

CIK 1556218 BOSTON, MA

Position in FTS

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

Position Value

$9,790,475

+$1,999,683 QoQ

Shares Held

175,488

+17.0% QoQ

Ownership

0.034%

of shares outstanding

% of Portfolio

0.31%

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 75.27181345733041.ToString("F0")% None 24.728186542669583.ToString("F0")%

Utilities · as of Mar 31, 2026

Bollard Group LLC holds $173,465,820 across 13 Utilities - Regulated Electric names. FTS ranks #6 (5.6% 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	177,644	$23,260,705
5	FE	Firstenergy Corp	247,847	$12,555,929
6	FTS	Fortis Inc. This page	175,488	$9,790,475
7	PPL	PPL Corp	140,046	$5,349,757
8	ED	Consolidated Edison Inc	21,210	$2,400,547

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$9,790,475	175,488	+17.0%	Shares	Defined	2026-05-14
2025-12-31	$7,790,792	149,996	-12.7%	Shares	Defined	2026-02-13
2025-09-30	$8,715,153	171,761	+1.6%	Shares	Defined	2025-11-14
2025-06-30	$8,067,754	169,029	+9.6%	Shares	Defined	2025-08-13
2025-03-31	$7,032,629	154,292	+0.5%	Shares	Defined	2025-05-15
2024-12-31	$6,381,161	153,504	-2.0%	Shares	Defined	2025-02-14
2024-09-30	$7,114,086	156,560	-8.8%	Shares	Defined	2024-11-13
2024-06-30	$6,669,565	171,719	+0.6%	Shares	Defined	2024-08-14
2024-03-31	$6,744,475	170,703	+0.6%	Shares	Defined	2024-05-13
2023-12-31	$6,977,293	169,640	+0.6%	Shares	Defined	2024-02-13
2023-09-30	$6,406,481	168,636	-12.8%	Shares	Defined	2023-11-14
2023-06-30	$8,329,727	193,310	+0.7%	Shares	Defined	2023-08-14
2023-03-31	$8,161,974	191,911	+0.4%	Shares	Defined	2023-05-12
2022-12-31	$7,649,882	191,056	+0.6%	Shares	Defined	2023-02-10
2022-09-30	$7,217,986	189,997	-0.5%	Shares	Defined	2022-11-09
2022-06-30	$9,025,591	190,937	-1.2%	Shares	Defined	2022-08-12
2022-03-31	$9,565,182	193,236	+5.7%	Shares	Defined	2022-05-12
2021-12-31	$8,827,472	182,877	+0.1%	Shares	Defined	2022-02-11
2021-09-30	$8,099,888	182,718	+9.7%	Shares	Defined	2021-11-12
2021-06-30	$7,367,302	166,568	+3.6%	Shares	Defined	2021-08-12
2021-03-31	$6,974,459	160,813	+0.4%	Shares	Defined	2021-05-11
2020-12-31	$6,538,670	160,183	-5.8%	Shares	Defined	2021-02-04
2020-09-30	$6,946,036	169,996	+0.4%	Shares	Defined	2020-11-12
2020-06-30	$6,449,609	169,370	+0.0%	Shares	Defined	2020-08-13
2020-03-31	$6,528,211	169,344	—	Shares	Defined	2020-05-14
No filing history on record for this holder in this stock.