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NFP Retirement Inc’s Twin Vee PowerCats VEEE Stock Holding History

NFP Retirement Inc’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
-154
Closed -$19K – 305
2025
Q1 		$19K Hold
154
– – ﹤0.01% 277
2024
Q4 		$31.3K Sell
154
-27
-15% -$4.63K ﹤0.01% 292
2024
Q3 		$40.1K Hold
181
– – ﹤0.01% 283
2024
Q2 		$36.4K Buy
181
+46
+34% +$12.7K ﹤0.01% 276
2024
Q1 		$42.9K Hold
135
– – ﹤0.01% 277
2023
Q4 		$70.8K Hold
135
– – 0.01% 241
2023
Q3 		$67.8K Sell
135
-44
-25% -$30.8K 0.01% 223
2023
Q2 		$140K Buy
179
+132
+281% +$81.3K 0.03% 218
2023
Q1 		$29.4K Hold
47
– – 0.01% 243
2022
Q4 		$31.8K Buy
+47
New +$35.2K 0.01% 240

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 $303B AUM 53.02% 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 74.26% 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

NFP Retirement Inc's VEEE Position: Q2 2025 in Review

NFP Retirement Inc sold out of Twin Vee PowerCats (VEEE) in Q2 2025, closing a stake of 154 shares — an estimated $19K sold.

NFP Retirement Inc first reported a position in VEEE in Q4 2022 and held it in 10 quarters. The position peaked at $140K in Q2 2023. 7 funds tracked by Wall St. Rank hold VEEE as of Q2 2025.

  • NFP Retirement Inc reported no remaining Twin Vee PowerCats position as of Q2 2025 after selling out during the quarter.
  • NFP Retirement Inc sold 154 Twin Vee PowerCats shares in Q2 2025, an estimated $19K.
  • NFP Retirement Inc first reported a position in Twin Vee PowerCats in Q4 2022 and held it in 10 quarters.
  • NFP Retirement Inc's Twin Vee PowerCats position peaked at $140K in Q2 2023.
  • 7 funds tracked by Wall St. Rank held Twin Vee PowerCats as of Q2 2025.

Based on NFP Retirement Inc's 13F filing for Q2 2025, filed 12 Aug 2025.