Waverly Advisors, LLC

Position in VST — Vistra Corp.

CIK 1568787 BIRMINGHAM, AL

Position in VST

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,521,420

+$1,157,622 QoQ

Shares Held

9,591

+296.3% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#607

of 1,395 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Waverly Advisors, LLC holds $5,410,154 across 4 Utilities - Independent Power Producers names. VST ranks #2 (28.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CEG	Constellation Energy Corp	12,189	$3,027,381
2	VST	Vistra Corp. This page	9,591	$1,521,420
3	NRG	Nrg Energy, Inc.	4,203	$613,890
4	TLN	Talen Energy Corp	644	$247,463

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,521,420	9,591	+296.3%	Shares	Sole	2026-08-14
2026-03-31	$363,798	2,420	+49.8%	Shares	Sole	2026-05-15
2025-12-31	$260,547	1,615	+30.6%	Shares	Sole	2026-02-17
2025-09-30	$242,353	1,237	—	Shares	Sole	2025-11-14
No filing history on record for this holder in this stock.