Position in SO
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$4,220,723
+$407,555 QoQ
Shares Held
43,729
0.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
16 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026Vise Technologies, Inc. holds $46,557,453 across 32 Utilities - Regulated Electric names. SO ranks #3 (9.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
73,209 | $6,799,651 | |
| 2 | DUK |
Duke Energy CORP
|
42,863 | $5,612,481 | |
| 3 | SO |
Southern Co
This page
|
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
|
30,546 | $1,888,353 |
All Filings in SO
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,220,723 | 43,729 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $3,813,168 | 43,729 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $2,808,508 | 29,635 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $3,231,589 | 35,191 | Shares | Sole | 2025-08-07 | |
| 2024-12-31 | $1,466,119 | 17,810 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $672,111 | 7,453 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $259,781 | 3,349 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $243,629 | 3,396 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $251,099 | 3,581 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $256,097 | 3,957 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $321,534 | 4,577 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $365,990 | 5,260 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $307,277 | 4,303 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $341,156 | 5,017 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $270,407 | 3,792 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $298,741 | 4,120 | Shares | Sole | 2022-06-08 | |
| No filing history on record for this holder in this stock. | ||||||