Position in SO
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$32,830,409
+$4,748,521 QoQ
Shares Held
340,141
+5.6% QoQ
Ownership
0.030%
of shares outstanding
% of Portfolio
1.05%
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 64.58498093437721.ToString("F0")%
None 35.415019065622786.ToString("F0")%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026Bollard Group LLC holds $173,465,820 across 13 Utilities - Regulated Electric names. SO ranks #2 (18.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
421,308 | $55,225,052 | |
| 2 | SO |
Southern Co
This page
|
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.
|
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 SO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $32,830,409 | 340,141 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $28,081,888 | 322,040 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $42,705,352 | 450,621 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $39,164,944 | 426,494 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $35,415,002 | 385,155 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $31,463,774 | 382,213 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $38,373,123 | 425,517 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $35,415,281 | 456,559 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $31,979,181 | 445,765 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $30,834,358 | 439,737 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $28,200,057 | 435,724 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $30,312,875 | 431,500 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $29,739,744 | 427,418 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $30,223,639 | 423,241 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $28,930,396 | 425,447 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $30,096,028 | 422,045 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $30,347,972 | 418,535 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $28,646,277 | 417,706 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $25,748,287 | 415,496 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $24,154,260 | 399,178 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $23,942,478 | 385,175 | Shares | Defined | 2021-05-11 | |
| 2020-12-31 | $22,954,855 | 373,675 | Shares | Defined | 2021-02-04 | |
| 2020-09-30 | $20,317,752 | 374,728 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $19,279,229 | 371,827 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $21,922,152 | 404,916 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||