Position in VST
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$96,764
+$88,947 QoQ
Shares Held
610
+1073.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,138
of 1,395 holders
Holding Since
Mar 2022
8 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, 2026SUMMIT SECURITIES GROUP LLC holds $196,501 across 4 Utilities - Independent Power Producers names. VST ranks #1 (49.2% of the industry book) .
All Filings in VST
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $96,764 | 610 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $7,817 | 52 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $76,309 | 473 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $107,560 | 549 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $44,382 | 229 | Shares | Sole | 2025-08-12 | |
| 2023-12-31 | $142,524 | 3,700 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $13,305 | 401 | Shares | Sole | 2023-11-13 | |
| 2022-03-31 | $6,975 | 300 | Shares | Sole | 2022-05-11 | |
| No filing history on record for this holder in this stock. | ||||||