Position in VST
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$3,646,745
+$34,767 QoQ
Shares Held
22,989
-4.3% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#436
of 1,395 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VST Over Time
Shares Held
Position Value (USD)
Position in Utilities - Independent Power Producers
Utilities · as of Jun 30, 2026HBK Sorce Advisory LLC holds $5,083,626 across 3 Utilities - Independent Power Producers names. VST ranks #1 (71.7% of the industry book) .
All Filings in VST
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,646,745 | 22,989 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $3,611,978 | 24,027 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $4,669,051 | 28,941 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $6,858,963 | 35,009 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $7,143,642 | 36,859 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $4,288,908 | 36,520 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $5,188,185 | 37,631 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $4,865,592 | 41,046 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $3,639,533 | 42,330 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $5,069,335 | 72,783 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $3,041,847 | 78,968 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $2,980,526 | 89,829 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $2,482,698 | 94,579 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $2,263,752 | 94,323 | Shares | Sole | 2023-08-15 | |
| 2022-12-31 | $4,662,040 | 200,950 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $2,093,154 | 99,674 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||