Position in VST
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$1,580,906
+$196,668 QoQ
Shares Held
9,966
+8.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#603
of 1,394 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VST Over Time
Shares Held
Position Value (USD)
Position in Utilities - Independent Power Producers
Utilities · as of Jun 30, 2026J.W. COLE ADVISORS, INC. holds $8,383,223 across 4 Utilities - Independent Power Producers names. VST ranks #2 (18.9% of the industry book) .
All Filings in VST
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,580,906 | 9,966 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $1,384,238 | 9,208 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $2,219,578 | 13,758 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $2,570,274 | 13,119 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $1,689,247 | 8,716 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $965,239 | 8,219 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $1,043,675 | 7,570 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $775,251 | 6,540 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $558,526 | 6,496 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $528,364 | 7,586 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $254,578 | 6,609 | Shares | Sole | 2024-01-31 | |
| No filing history on record for this holder in this stock. | ||||||