Position in VST
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$312,818
-$567,514 QoQ
Shares Held
1,972
-66.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#985
of 1,395 holders
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VST Over Time
Shares Held
Position Value (USD)
Derivatives in VST
reported options exposure · as of Jun 30, 2026CallValue
$63,452
CallShares
400
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Utilities - Independent Power Producers
Utilities · as of Jun 30, 2026B. Riley Wealth Advisors, Inc. holds $1,655,734 across 4 Utilities - Independent Power Producers names. VST ranks #3 (18.9% of the industry book) .
All Filings in VST
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $63,452 | 400 | Call | Sole | 2026-07-14 | |
| 2026-06-30 | $312,818 | 1,972 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $880,332 | 5,856 | Shares | Sole | 2026-04-27 | |
| 2026-03-31 | $44,262 | 30,000 | Call | Sole | 2026-04-27 | |
| 2025-12-31 | $885,379 | 5,488 | Shares | Sole | 2026-02-17 | |
| 2025-12-31 | $483,990 | 3,000 | Call | Sole | 2026-02-17 | |
| 2025-09-30 | $484,118 | 2,471 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $2,101,675 | 10,844 | Shares | Sole | 2025-08-19 | |
| 2025-06-30 | $5,814,300 | 30,000 | Call | Sole | 2025-08-19 | |
| 2024-12-31 | $1,061,874 | 7,702 | Shares | Sole | 2025-02-25 | |
| 2024-09-30 | $575,274 | 4,853 | Shares | Sole | 2024-12-13 | |
| 2024-06-30 | $214,778 | 2,498 | Shares | Sole | 2024-08-19 | |
| No filing history on record for this holder in this stock. | ||||||