Position in CEG
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$206,086
-$61,692 QoQ
Shares Held
738
-2.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CEG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Independent Power Producers
Utilities · as of Jun 30, 2026Visionary Wealth Advisors holds $433,535 across 1 Utilities - Independent Power Producers name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VST |
Vistra Corp.
|
2,733 | $433,535 |
All Filings in CEG
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $206,086 | 738 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $267,778 | 758 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $240,550 | 731 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $268,213 | 831 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||