Position in VST
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$818,213
-$28,295 QoQ
Shares Held
5,158
-8.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#742
of 1,395 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in VST Over Time
Shares Held
Position Value (USD)
Position in Utilities - Independent Power Producers
Utilities · as of Jun 30, 2026Choate Investment Advisors holds $1,439,138 across 2 Utilities - Independent Power Producers names. VST ranks #1 (56.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VST |
Vistra Corp.
This page
|
5,158 | $818,213 | |
| 2 | CEG |
Constellation Energy Corp
|
2,500 | $620,925 |
All Filings in VST
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $818,213 | 5,158 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $846,508 | 5,631 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,059,292 | 6,566 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,179,438 | 6,020 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,166,736 | 6,020 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $702,173 | 5,979 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $827,495 | 6,002 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $683,501 | 5,766 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $494,728 | 5,754 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $400,766 | 5,754 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $233,585 | 6,064 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $211,489 | 6,374 | Shares | Sole | 2023-10-30 | |
| No filing history on record for this holder in this stock. | ||||||