Position in VST
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$1,407,682
+$87,033 QoQ
Shares Held
8,874
+1.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#617
of 1,395 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 84%
Shared 0%
None 16%
Common Shares in VST Over Time
Shares Held
Position Value (USD)
Position in Utilities - Independent Power Producers
Utilities · as of Jun 30, 2026United Asset Strategies, Inc. holds $1,773,531 across 2 Utilities - Independent Power Producers names. VST ranks #1 (79.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VST |
Vistra Corp.
This page
|
8,874 | $1,407,682 | |
| 2 | CEG |
Constellation Energy Corp
|
1,473 | $365,849 |
All Filings in VST
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,407,682 | 8,874 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $1,320,649 | 8,785 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $1,695,739 | 10,511 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $2,032,082 | 10,372 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $2,076,867 | 10,716 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,241,575 | 10,572 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,536,423 | 11,144 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $1,273,949 | 10,747 | Shares | Sole | 2024-10-28 | |
| No filing history on record for this holder in this stock. | ||||||