Bollard Group LLC

Position in PEG — Public Service Enterprise Group Inc

CIK 1556218 BOSTON, MA

Back to PEG Full portfolio

Position in PEG

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

Position Value

$25,205,077

-$1,005,485 QoQ

Shares Held

311,366

-4.6% QoQ

Ownership

0.062%

of shares outstanding

% of Portfolio

0.81%

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 64.78677826095335.ToString("F0")% None 35.21322173904665.ToString("F0")%

Common Shares in PEG Over Time

Shares Held

Position Value (USD)

Position in Utilities - Regulated Electric

Utilities · as of Mar 31, 2026

Bollard Group LLC holds $173,465,820 across 13 Utilities - Regulated Electric names. PEG ranks #3 (14.5% 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 This page	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.	175,488	$9,790,475
7	PPL	PPL Corp	140,046	$5,349,757
8	ED	Consolidated Edison Inc	21,210	$2,400,547

All Filings in PEG

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25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$25,205,077	311,366	-4.6%	Shares	Defined	2026-05-14
2025-12-31	$26,210,562	326,408	-20.4%	Shares	Defined	2026-02-13
2025-09-30	$34,212,257	409,924	+6.0%	Shares	Defined	2025-11-14
2025-06-30	$32,564,780	386,847	+10.1%	Shares	Defined	2025-08-13
2025-03-31	$28,925,322	351,462	+0.7%	Shares	Defined	2025-05-15
2024-12-31	$29,481,940	348,940	-9.5%	Shares	Defined	2025-02-14
2024-09-30	$34,384,567	385,434	-8.3%	Shares	Defined	2024-11-13
2024-06-30	$30,988,860	420,473	+3.1%	Shares	Defined	2024-08-14
2024-03-31	$27,224,603	407,676	+0.6%	Shares	Defined	2024-05-13
2023-12-31	$24,773,149	405,121	+0.9%	Shares	Defined	2024-02-13
2023-09-30	$22,857,389	401,641	+0.9%	Shares	Defined	2023-11-14
2023-06-30	$24,918,091	397,989	+0.9%	Shares	Defined	2023-08-14
2023-03-31	$24,644,518	394,628	+0.9%	Shares	Defined	2023-05-12
2022-12-31	$23,974,828	391,298	-0.3%	Shares	Defined	2023-02-10
2022-09-30	$22,058,241	392,286	+0.9%	Shares	Defined	2022-11-09
2022-06-30	$24,611,806	388,935	+0.8%	Shares	Defined	2022-08-12
2022-03-31	$27,011,810	385,883	+1.4%	Shares	Defined	2022-05-12
2021-12-31	$25,388,295	380,463	+0.4%	Shares	Defined	2022-02-11
2021-09-30	$23,079,577	378,975	+4.1%	Shares	Defined	2021-11-12
2021-06-30	$21,742,432	363,951	+3.9%	Shares	Defined	2021-08-12
2021-03-31	$21,099,450	350,431	+3.3%	Shares	Defined	2021-05-11
2020-12-31	$19,773,144	339,162	-0.6%	Shares	Defined	2021-02-04
2020-09-30	$18,741,991	341,322	+0.5%	Shares	Defined	2020-11-12
2020-06-30	$16,690,852	339,521	-8.1%	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.