Vise Technologies, Inc.

Position in EXC — Exelon Corp

CIK 1812090 NEW YORK, NY

Position in EXC

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$4,360,834

+$2,044,394 QoQ

Shares Held

93,540

+97.9% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#313

of 1,285 holders

Holding Since

Jun 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Vise Technologies, Inc. holds $82,758,614 across 31 Utilities - Regulated Electric names. EXC ranks #8 (5.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
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 This page	93,540	$4,360,834

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,360,834	93,540	+97.9%	Shares	Sole	2026-08-11
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.