DIS
VEEE icon

Diversified Investment Strategies’s Twin Vee PowerCats VEEE Stock Holding History

Diversified Investment Strategies’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
Q2 		– Sell
-32
Closed -$4K – 55
2025
Q1 		$4K Buy
+32
New +$4.89K ﹤0.01% 52

Other funds holding VEEE

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MBFW
Morton Brown Family Wealth Allentown, Pennsylvania $441M AUM 20.82% 1-Year Est. Return

Diversified Investment Strategies's VEEE Position: Q2 2025 in Review

Diversified Investment Strategies sold out of Twin Vee PowerCats (VEEE) in Q2 2025, closing a stake of 32 shares — an estimated $4K sold.

Diversified Investment Strategies first reported a position in VEEE in Q1 2025 and held it in 1 quarter. The position peaked at $4K in Q1 2025. 7 funds tracked by Wall St. Rank hold VEEE as of Q2 2025.

  • Diversified Investment Strategies reported no remaining Twin Vee PowerCats position as of Q2 2025 after selling out during the quarter.
  • Diversified Investment Strategies sold 32 Twin Vee PowerCats shares in Q2 2025, an estimated $4K.
  • Diversified Investment Strategies first reported a position in Twin Vee PowerCats in Q1 2025 and held it in 1 quarter.
  • Diversified Investment Strategies's Twin Vee PowerCats position peaked at $4K in Q1 2025.
  • 7 funds tracked by Wall St. Rank held Twin Vee PowerCats as of Q2 2025.

Based on Diversified Investment Strategies's 13F filing for Q2 2025, filed 28 Jul 2025.