Position in VST
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$276,492
+$17,474 QoQ
Shares Held
1,743
+1.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,024
of 1,395 holders
Holding Since
Mar 2024
7 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in VST Over Time
Shares Held
Position Value (USD)
Position in Utilities - Independent Power Producers
Utilities · as of Jun 30, 2026Avidian Wealth Enterprises, LLC holds $593,163 across 2 Utilities - Independent Power Producers names. VST ranks #2 (46.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CEG |
Constellation Energy Corp
|
1,275 | $316,671 | |
| 2 | VST |
Vistra Corp.
This page
|
1,743 | $276,492 |
All Filings in VST
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $276,492 | 1,743 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $259,018 | 1,723 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $275,712 | 1,709 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $305,243 | 1,558 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $303,506 | 1,566 | Shares | Sole | 2025-07-30 | |
| 2024-12-31 | $226,658 | 1,644 | Shares | Sole | 2025-01-29 | |
| 2024-03-31 | $372,975 | 5,355 | Shares | Sole | 2024-05-03 | |
| No filing history on record for this holder in this stock. | ||||||