Vise Technologies, Inc.

Position in EXC — Exelon Corp

CIK 1812090 NEW YORK, NY

Position in EXC

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

Position Value

$2,316,440

+$256,595 QoQ

Shares Held

47,255

0.0% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2022

14 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. EXC ranks #6 (5.0% 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 This page	47,255	$2,316,440
7	NGG	National Grid PLC	25,655	$2,170,413
8	D	Dominion Energy, Inc	30,546	$1,888,353

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,316,440	47,255	0.0%	Shares	Sole	2026-04-21
2025-12-31	$2,059,845	47,255	+78.6%	Shares	Sole	2026-02-11
2025-09-30	$1,191,054	26,462	-36.7%	Shares	Sole	2025-11-13
2025-06-30	$1,815,911	41,822	+207.8%	Shares	Sole	2025-08-07
2024-12-31	$511,452	13,588	+24.5%	Shares	Sole	2025-02-18
2024-09-30	$442,400	10,910	-14.5%	Shares	Sole	2024-11-13
2024-06-30	$441,831	12,766	+1.3%	Shares	Sole	2024-08-02
2024-03-31	$473,269	12,597	+57.0%	Shares	Sole	2024-05-15
2023-12-31	$288,061	8,024	+18.5%	Shares	Sole	2024-02-08
2023-09-30	$255,800	6,769	+25.8%	Shares	Sole	2023-10-31
2023-03-31	$225,451	5,382	-38.9%	Shares	Sole	2023-05-10
2022-12-31	$380,553	8,803	-39.0%	Shares	Sole	2023-02-10
2022-09-30	$540,847	14,438	+37.2%	Shares	Sole	2022-11-14
2022-06-30	$476,857	10,522	—	Shares	Sole	2022-08-15
No filing history on record for this holder in this stock.