Position in VST
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$308,376
+$26,808 QoQ
Shares Held
1,944
+3.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#990
of 1,394 holders
Holding Since
Dec 2024
6 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, 2026Crestwood Advisors Group, LLC holds $928,307 across 2 Utilities - Independent Power Producers names. VST ranks #2 (33.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CEG |
Constellation Energy Corp
|
2,496 | $619,931 | |
| 2 | VST |
Vistra Corp.
This page
|
1,944 | $308,376 |
All Filings in VST
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $308,376 | 1,944 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $281,568 | 1,873 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $258,128 | 1,600 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $294,859 | 1,505 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $229,664 | 1,185 | Shares | Sole | 2025-08-05 | |
| 2024-12-31 | $208,597 | 1,513 | Shares | Sole | 2025-02-04 | |
| No filing history on record for this holder in this stock. | ||||||