Position in FTS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$10,336,481
+$546,006 QoQ
Shares Held
180,613
+2.9% QoQ
Ownership
0.035%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#90
of 356 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 73%
None 27%
Common Shares in FTS 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. FTS ranks #6 (5.6% 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.
This page
|
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 FTS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,336,481 | 180,613 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $9,790,475 | 175,488 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $7,790,792 | 149,996 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $8,715,153 | 171,761 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $8,067,754 | 169,029 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $7,032,629 | 154,292 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $6,381,161 | 153,504 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $7,114,086 | 156,560 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $6,669,565 | 171,719 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $6,744,475 | 170,703 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $6,977,293 | 169,640 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $6,406,481 | 168,636 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $8,329,727 | 193,310 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $8,161,974 | 191,911 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $7,649,882 | 191,056 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $7,217,986 | 189,997 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $9,025,591 | 190,937 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $9,565,182 | 193,236 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $8,827,472 | 182,877 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $8,099,888 | 182,718 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $7,367,302 | 166,568 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $6,974,459 | 160,813 | Shares | Defined | 2021-05-11 | |
| 2020-12-31 | $6,538,670 | 160,183 | Shares | Defined | 2021-02-04 | |
| 2020-09-30 | $6,946,036 | 169,996 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $6,449,609 | 169,370 | 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. | ||||||