Sigma Planning Corp

Position in VST — Vistra Corp.

CIK 1449126 ANN ARBOR, MI

Position in VST

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$615,167

+$30,534 QoQ

Shares Held

3,878

-0.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#818

of 1,395 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Sigma Planning Corp holds $3,581,209 across 4 Utilities - Independent Power Producers names. VST ranks #3 (17.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CEG	Constellation Energy Corp	8,181	$2,031,914
2	OKLO	Oklo Inc.	11,991	$627,489
3	VST	Vistra Corp. This page	3,878	$615,167
4	TLN	Talen Energy Corp	798	$306,639

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$615,167	3,878	-0.3%	Shares	Sole	2026-08-07
2026-03-31	$584,633	3,889	-29.8%	Shares	Sole	2026-05-04
2025-12-31	$894,090	5,542	+0.2%	Shares	Sole	2026-01-30
2025-09-30	$1,083,437	5,530	-36.8%	Shares	Sole	2025-11-10
2025-06-30	$1,697,000	8,756	+3.8%	Shares	Sole	2025-08-05
2025-03-31	$990,488	8,434	+5.6%	Shares	Sole	2025-05-02
2024-12-31	$1,101,167	7,987	-20.9%	Shares	Sole	2025-02-03
2024-09-30	$1,197,135	10,099	-25.1%	Shares	Sole	2024-11-04
2024-06-30	$1,159,784	13,489	-11.8%	Shares	Sole	2024-08-06
2024-03-31	$1,065,296	15,295	+3.5%	Shares	Sole	2024-05-02
2023-12-31	$569,248	14,778	-50.6%	Shares	Sole	2024-02-01
2023-09-30	$993,475	29,942	—	Shares	Sole	2023-11-06
No filing history on record for this holder in this stock.