Position in VST
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$2,088,363
+$198,565 QoQ
Shares Held
13,165
+4.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#543
of 1,395 holders
Holding Since
Mar 2024
10 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, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $7,734,436 across 3 Utilities - Independent Power Producers names. VST ranks #2 (27.0% of the industry book) .
All Filings in VST
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,088,363 | 13,165 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $1,889,798 | 12,571 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $1,577,000 | 9,775 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $1,642,397 | 8,383 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $1,455,513 | 7,510 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $616,677 | 5,251 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $726,850 | 5,272 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $525,606 | 4,434 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $358,278 | 4,167 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $433,919 | 6,230 | Shares | Defined | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||