Vise Technologies, Inc.

Position in D — Dominion Energy, Inc

CIK 1812090 NEW YORK, NY

Position in D

as of Mar 31, 2026 · filed Apr 21, 2026 Compact

Position Value

$1,888,353

+$98,663 QoQ

Shares Held

30,546

0.0% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2022

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Mar 31, 2026

Vise Technologies, Inc. holds $46,557,453 across 32 Utilities - Regulated Electric names. D ranks #8 (4.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	73,209	$6,799,651
2	DUK	Duke Energy CORP	42,863	$5,612,481
3	SO	Southern Co	43,729	$4,220,723
4	AEP	American Electric Power Co Inc	17,995	$2,358,784
5	ED	Consolidated Edison Inc	20,491	$2,319,171
6	EXC	Exelon Corp	47,255	$2,316,440
7	NGG	National Grid PLC	25,655	$2,170,413
8	D	Dominion Energy, Inc This page	30,546	$1,888,353

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,888,353	30,546	0.0%	Shares	Sole	2026-04-21
2025-12-31	$1,789,690	30,546	+13.8%	Shares	Sole	2026-02-11
2025-09-30	$1,641,680	26,838	-18.5%	Shares	Sole	2025-11-13
2025-06-30	$1,861,316	32,932	+78.2%	Shares	Sole	2025-08-07
2024-12-31	$995,278	18,479	+33.0%	Shares	Sole	2025-02-18
2024-09-30	$802,760	13,891	+25.7%	Shares	Sole	2024-11-13
2024-06-30	$541,352	11,048	+5.7%	Shares	Sole	2024-08-02
2024-03-31	$513,937	10,448	+42.1%	Shares	Sole	2024-05-15
2023-12-31	$345,591	7,353	-50.9%	Shares	Sole	2024-02-08
2023-09-30	$669,067	14,978	+75.8%	Shares	Sole	2023-10-31
2023-06-30	$441,147	8,518	+45.1%	Shares	Sole	2023-08-08
2023-03-31	$328,191	5,870	-9.0%	Shares	Sole	2023-05-10
2022-12-31	$395,697	6,453	—	Shares	Sole	2023-02-10
No filing history on record for this holder in this stock.