Bard Associates’s Twin Vee PowerCats VEEE Stock Holding History

Bard Associates’s Portfolio VEEE Stock Details VEEE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-145	Closed	-$29.4K	–	182
2024 Q4	$29.4K	Sell	145 -69	-32%	-$11.8K	0.01%	174
2024 Q3	$47.5K	Hold	214	–	–	0.02%	170
2024 Q2	$43.2K	Hold	214	–	–	0.02%	166
2024 Q1	$68.2K	Sell	214 -44	-17%	-$20.6K	0.02%	168
2023 Q4	$135K	Sell	258 -10	-4%	-$5.08K	0.05%	160
2023 Q3	$135K	Sell	268 -9	-3%	-$6.29K	0.06%	169
2023 Q2	$217K	Hold	277	–	–	0.08%	160
2023 Q1	$174K	Sell	277 -8	-3%	-$5.86K	0.07%	166
2022 Q4	$193K	Sell	285 -14	-5%	-$10.5K	0.08%	163
2022 Q3	$270K	Sell	299 -357	-54%	-$519K	0.12%	138
2022 Q2	$653K	Buy	656 +13	+2%	+$16K	0.28%	98
2022 Q1	$992K	Hold	643	–	–	0.35%	93
2021 Q4	$954K	Hold	643	–	–	0.31%	104
2021 Q3	$854K	Buy	+643	New	+$1.05M	0.29%	110

Other funds holding VEEE

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

NRI

NFP Retirement Inc Aliso Viejo, California $1.67B AUM 13.03% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TSS

Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return

DIS

Diversified Investment Strategies Baton Rouge, Louisiana $155M AUM 21.54% 1-Year Est. Return

Kovack Advisors Ft. Lauderdale, Florida $1.87B AUM 29.51% 1-Year Est. Return

Bard Associates's VEEE Position: Q1 2025 in Review

Bard Associates sold out of Twin Vee PowerCats (VEEE) in Q1 2025, closing a stake of 145 shares — an estimated $29.4K sold.

Bard Associates first reported a position in VEEE in Q3 2021 and held it in 14 quarters. The position peaked at $992K in Q1 2022. 11 funds tracked by Wall St. Rank hold VEEE as of Q1 2025.

Bard Associates reported no remaining Twin Vee PowerCats position as of Q1 2025 after selling out during the quarter.
Bard Associates sold 145 Twin Vee PowerCats shares in Q1 2025, an estimated $29.4K.
Bard Associates first reported a position in Twin Vee PowerCats in Q3 2021 and held it in 14 quarters.
Bard Associates's Twin Vee PowerCats position peaked at $992K in Q1 2022.
11 funds tracked by Wall St. Rank held Twin Vee PowerCats as of Q1 2025.

Based on Bard Associates's 13F filing for Q1 2025, filed 12 May 2025.