Position in PEG
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$26,387,063
+$1,181,986 QoQ
Shares Held
325,124
+4.4% QoQ
Ownership
0.065%
of shares outstanding
% of Portfolio
0.81%
of 13F equity value
Holder Rank
#122
of 1,308 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 62%
None 38%
Common Shares in PEG 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. PEG ranks #3 (14.4% 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
This page
|
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 PEG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $26,387,063 | 325,124 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $25,205,077 | 311,366 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $26,210,562 | 326,408 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $34,212,257 | 409,924 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $32,564,780 | 386,847 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $28,925,322 | 351,462 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $29,481,940 | 348,940 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $34,384,567 | 385,434 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $30,988,860 | 420,473 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $27,224,603 | 407,676 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $24,773,149 | 405,121 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $22,857,389 | 401,641 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $24,918,091 | 397,989 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $24,644,518 | 394,628 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $23,974,828 | 391,298 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $22,058,241 | 392,286 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $24,611,806 | 388,935 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $27,011,810 | 385,883 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $25,388,295 | 380,463 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $23,079,577 | 378,975 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $21,742,432 | 363,951 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $21,099,450 | 350,431 | Shares | Defined | 2021-05-11 | |
| 2020-12-31 | $19,773,144 | 339,162 | Shares | Defined | 2021-02-04 | |
| 2020-09-30 | $18,741,991 | 341,322 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $16,690,852 | 339,521 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $16,596,984 | 369,561 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||