Position in VST
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$2,209,557
+$659,355 QoQ
Shares Held
13,929
+35.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#531
of 1,395 holders
Holding Since
Dec 2023
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VST Over Time
Shares Held
Position Value (USD)
Position in Utilities - Independent Power Producers
Utilities · as of Jun 30, 2026Gradient Investments LLC holds $4,006,307 across 2 Utilities - Independent Power Producers names. VST ranks #1 (55.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VST |
Vistra Corp.
This page
|
13,929 | $2,209,557 | |
| 2 | OKLO |
Oklo Inc.
|
34,335 | $1,796,750 |
All Filings in VST
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,209,557 | 13,929 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $1,550,202 | 10,312 | Shares | Sole | 2026-04-13 | |
| 2023-12-31 | $963 | 25 | Shares | Sole | 2024-01-18 | |
| No filing history on record for this holder in this stock. | ||||||