Creative Planning

Position in VST — Vistra Corp.

CIK 1540235 OVERLAND PARK, KS

Position in VST

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$14,816,975

+$315,667 QoQ

Shares Held

98,563

+9.7% QoQ

Ownership

0.029%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2020

15 quarters on record

Voting authority Sole 0.9963170763876912.ToString("F0")% Shared 0.ToString("F0")% None 99.00368292361232.ToString("F0")%

Utilities · as of Mar 31, 2026

Creative Planning holds $73,320,874 across 7 Utilities - Independent Power Producers names. VST ranks #3 (20.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CEG	Constellation Energy Corp	110,950	$30,982,787
2	NRG	Nrg Energy, Inc.	156,484	$22,868,571
3	VST	Vistra Corp. This page	98,563	$14,816,975
4	OKLO	Oklo Inc.	48,291	$2,394,750
5	TLN	Talen Energy Corp	3,263	$1,041,647
6	TAC	Transalta Corp	49,225	$644,847
7	HNRG	Hallador Energy Co	35,092	$571,297

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
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.