Position in AEE
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$566,527
+$51,849 QoQ
Shares Held
5,154
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Vise Technologies, Inc. holds $82,758,614 across 31 Utilities - Regulated Electric names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
100,970 | $12,780,782 | |
| 2 | SO |
Southern Co
|
84,267 | $8,065,194 | |
| 3 | NEE |
Nextera Energy Inc
|
91,481 | $8,029,287 | |
| 4 | ED |
Consolidated Edison Inc
|
60,505 | $6,693,668 | |
| 5 | ETR |
Entergy Corp /De/
|
54,201 | $6,225,526 | |
| 6 | XEL |
Xcel Energy Inc
|
60,934 | $4,893,000 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
39,370 | $4,597,234 | |
| 8 | EXC |
Exelon Corp
|
93,540 | $4,360,834 |
All Filings in AEE
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $566,527 | 5,154 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $514,678 | 5,154 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $415,536 | 3,981 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $356,980 | 3,717 | Shares | Sole | 2025-08-07 | |
| 2024-12-31 | $243,530 | 2,732 | Shares | Sole | 2025-02-18 | |
| No filing history on record for this holder in this stock. | ||||||