Twin Vee PowerCats, Co. (VEEE) shareholders
Close on Nov 13, 2026Market cap $3.85MP/E –Yield –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Joseph C. Visconti | 3,271,854 | 20.80% | 13D (active) | Dec 31, 2024 |
| Lincoln Alternative Strategies LLC | 1,391,430 | 7.10% | 13G (passive) | Mar 23, 2026 |
| Maier Joshua Tarlow Joint filing with 3i, LP (8.90%), 3i Management LLC (8.90%) | 200,000 | 8.90% | 13G (passive) | May 12, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of VEEE | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Keebeck Wealth Management, LLC | 10,811 | 1.88% | $56.11K | – | 0.01% |
| Tower Research Capital LLC (TRC) | 1,010 | 0.18% | $5.24K | +897 | 0.00% |
| Morgan Stanley | 782 | 0.14% | $4.06K | New | 0.00% |
| Vanguard Capital Management LLC | 315 | 0.05% | $1.64K | – | 0.00% |
| Crewe Advisors LLC | 1 | 0.00% | $6 | +1 | 0.00% |
| Ronald Blue Trust, Inc. | 1 | 0.00% | $5 | New | 0.00% |
| SBI Securities Co., Ltd. | 1 | 0.00% | $5 | – | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 7 | 0M | 2.2% | 2 / 2 | 0 / 7 | 0M | 0M |
| Q1 2026 | 12 | 0M | 4.9% | 9 / 2 | 0 / 5 | 0M | 0M |
| Q4 2025 | 9 | 0M | 0.7% | 3 / 4 | 0 / 4 | 0M | 0M |
| Q3 2025 | 10 | 0M | 0.4% | 4 / 2 | 1 / 3 | 0M | 0M |
| Q2 2025 | 9 | 0M | 0.1% | 3 / 4 | 0 / 8 | 0M | 0M |
| Q1 2025 | 14 | 0M | 0.2% | 6 / 1 | 0 / 3 | 0M | 0M |
| Q4 2024 | 11 | 0M | 0.2% | 1 / 0 | 3 / 2 | 0M | 0M |
| Q3 2024 | 12 | 0M | 0.2% | 1 / 3 | 2 / 5 | 0M | 0M |
| Q2 2024 | 16 | 0M | 0.6% | 5 / 3 | 4 / 3 | 0M | 0M |
| Q1 2024 | 14 | 0M | 0.7% | 1 / 2 | 3 / 3 | 0M | 0M |
| Q4 2023 | 16 | 0M | 0.7% | 3 / 2 | 4 / 2 | 0M | 0M |
| Q3 2023 | 15 | 0M | 0.7% | 5 / 3 | 4 / 2 | 0M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
3 funds held VEEE in Q1 2026, 31% of their shares through ETFs. Each fund counts once per quarter, from its quarter-end report.
| Fund | Shares | % of VEEE | Value | % of fund | As of |
|---|---|---|---|---|---|
| Fidelity Extended Market Index Fund | 1,967 | 0.34% | $13.96K | 0.00% | May 31, 2026 |
| Vanguard Extended Market Index Fund | 315 | 0.05% | $1.63K | 0.00% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Joseph C. Visconti | CEO & Interim CFO, Director | 2,508,514 | 436.64% | Feb 25, 2026 |
| Preston Yarborough | Vice President, Director | 38,357 | 6.68% | May 21, 2025 |
| Michael Patrick Dickerson | Interim CFO | 4,188 | 0.73% | Jul 14, 2026 |
| Kevin Schuyler | Director | 31,252 | 5.44% | Mar 19, 2026 |
| Larry G. Swets Jr | Director | 250,000 | 43.52% | Mar 18, 2026 |
| Marcia Kull | Director | 2,816 | 0.49% | May 21, 2025 |
| Neil Ross | Director | 19,033 | 3.31% | May 21, 2025 |
| James Henry Melvin | Director | – | – | Nov 26, 2024 |
| Bard D. Rockenbach | Director | – | – | Nov 26, 2024 |
| Financial Lp Hrt | 10% owner | 5,523 | 0.96% | Jul 29, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Financial Lp Hrt 10% owner | Jul 27, 2026 | Sale | −49,505 | $18.12 | $897.03K | 5,523 |
| Michael Patrick Dickerson Interim CFO | Jul 11, 2026 | Award | +3,970 | – | – | 4,188 |
| Kevin Schuyler Director | Mar 19, 2026 | Buy | +25,000 | $0.41 | $10.25K | 31,252 |
| Larry G. Swets Jr Director | Mar 18, 2026 | Buy | +50,000 | $0.36 | $18.00K | 250,000 |
| Larry G. Swets Jr Director | Mar 16, 2026 | Buy | +50,000 | $0.38 | $19.00K | 200,000 |
| Larry G. Swets Jr Director | Mar 13, 2026 | Buy | +50,000 | $0.42 | $21.00K | 150,000 |
| Joseph C. Visconti CEO & Interim CFO, Director | Feb 23, 2026 | Buy | +20,000 | $0.47 | $9.40K | 262,914 |
| Larry G. Swets Jr Director | Feb 23, 2026 | Buy | +100,000 | $0.47 | $47.00K | 100,000 |
| Kevin Schuyler Director | Nov 26, 2024 | Award | +61,166 | – | – | 73,530 |
| Neil Ross Director | Nov 26, 2024 | Award | +19,033 | – | – | 19,033 |
| Joseph C. Visconti Director | Nov 26, 2024 | Award | +60,213 | – | – | 2,429,142 |
| Michael Patrick Dickerson Chief Financial Officer | Nov 26, 2024 | Award | +30,583 | – | – | 80,583 |
| Marcia Kull Director | Nov 26, 2024 | Award | +2,816 | – | – | 2,816 |
| Karl J. Zimmer President | Sep 12, 2024 | Buy | +35,138 | $0.45 | $15.81K | 85,138 |
| Michael Patrick Dickerson Chief Financial Officer | Sep 12, 2024 | Buy | +50,000 | $0.49 | $24.50K | 50,000 |
| Karl J. Zimmer President | Sep 11, 2024 | Buy | +50,000 | $0.43 | $21.50K | 50,000 |
| Joseph C. Visconti CEO, Director, 10% owner | Sep 11, 2024 | Buy | +40,785 | $0.40 | $16.31K | 2,368,929 |
| Kevin Schuyler Director | Dec 22, 2022 | Buy | +600 | $1.77 | $1.06K | 1,363 |
| Kevin Schuyler Director | Dec 21, 2022 | Buy | +763 | $1.79 | $1.37K | 763 |
| Preston Yarborough Vice President and Director | Dec 5, 2022 | Other | +38,357 | – | – | 38,357 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Short interest
Shares sold short and not yet bought back, as of Oct 30, 2026 (FINRA, reported twice a month)
Shares sold short, last 12 months
Short sale volume counts trades marked short on any given day, including market-maker hedging, so it runs far higher than the share of Twin Vee PowerCats's stock actually held short. Settlement fails (shares not delivered on time) peaked at 51,265 shares on Sep 22, 2026 over the last 90 days.
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