Creative Planning

Position in VST — Vistra Corp.

CIK 1540235 OVERLAND PARK, KS

Position in VST

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$17,980,393

+$3,163,418 QoQ

Shares Held

113,348

+15.0% QoQ

Ownership

0.034%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#209

of 1,395 holders

Holding Since

Sep 2020

16 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Utilities · as of Jun 30, 2026

Creative Planning holds $74,191,496 across 7 Utilities - Independent Power Producers names. VST ranks #3 (24.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CEG	Constellation Energy Corp	108,083	$26,844,574
2	NRG	Nrg Energy, Inc.	163,596	$23,894,831
3	VST	Vistra Corp. This page	113,348	$17,980,393
4	OKLO	Oklo Inc.	48,048	$2,514,350
5	TLN	Talen Energy Corp	4,104	$1,577,002
6	TAC	Transalta Corp	56,635	$783,261
7	HNRG	Hallador Energy Co	34,335	$597,085

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$17,980,393	113,348	+15.0%	Shares	Defined	2026-08-13
2026-03-31	$14,816,975	98,563	+9.7%	Shares	Sole	2026-05-12
2025-12-31	$14,501,308	89,886	+10.9%	Shares	Sole	2026-02-17
2025-09-30	$15,884,017	81,074	+29.7%	Shares	Sole	2025-11-14
2025-06-30	$12,115,643	62,513	+47.0%	Shares	Sole	2025-08-08
2025-03-31	$4,995,662	42,538	+2.2%	Shares	Sole	2025-05-15
2024-12-31	$5,739,528	41,630	+34.1%	Shares	Defined	2025-02-14
2024-09-30	$3,680,903	31,052	+33.3%	Shares	Defined	2024-10-11
2024-06-30	$2,003,245	23,299	+36.2%	Shares	Defined	2024-08-15
2024-03-31	$1,191,641	17,109	+23.8%	Shares	Sole	2024-05-13
2023-12-31	$532,268	13,818	+29.7%	Shares	Defined	2024-02-14
2023-09-30	$353,433	10,652	+10552.0%	Shares	Defined	2023-11-16
2023-03-31	$2,400	100	-99.3%	Shares	Sole	2023-05-15
2021-03-31	$242,180	13,698	+26.2%	Shares	Sole	2021-04-30
2020-12-31	$213,409	10,855	+4.3%	Shares	Sole	2021-01-29
2020-09-30	$196,313	10,409	—	Shares	Sole	2020-11-05
No filing history on record for this holder in this stock.