EP Wealth Advisors, LLC

Position in VST — Vistra Corp.

CIK 1540569 TORRANCE, CA

Position in VST

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$30,002,009

+$28,374,086 QoQ

Shares Held

189,132

+1646.5% QoQ

Ownership

0.056%

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

#155

of 1,395 holders

Holding Since

Sep 2024

7 quarters on record

Voting authority Sole 84% Shared 0% None 16%

Utilities · as of Jun 30, 2026

EP Wealth Advisors, LLC holds $34,793,699 across 5 Utilities - Independent Power Producers names. VST ranks #1 (86.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VST	Vistra Corp. This page	189,132	$30,002,009
2	CEG	Constellation Energy Corp	13,458	$3,342,563
3	NRG	Nrg Energy, Inc.	4,384	$640,327
4	TLN	Talen Energy Corp	1,320	$507,223
5	OKLO	Oklo Inc.	5,763	$301,577

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$30,002,009	189,132	+1646.5%	Shares	Sole	2026-08-12
2026-03-31	$1,627,923	10,829	+30.2%	Shares	Sole	2026-05-14
2025-12-31	$1,342,265	8,320	-9.1%	Shares	Sole	2026-02-18
2025-06-30	$1,773,942	9,153	+5.1%	Shares	Sole	2025-08-14
2025-03-31	$1,022,550	8,707	+9.1%	Shares	Sole	2025-05-15
2024-12-31	$1,100,202	7,980	+1.6%	Shares	Sole	2025-02-14
2024-09-30	$931,131	7,855	—	Shares	Sole	2024-11-15
No filing history on record for this holder in this stock.