Position in VST
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$1,334,078
+$345,659 QoQ
Shares Held
8,410
+27.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#633
of 1,395 holders
Holding Since
Sep 2024
8 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, 2026Segment Wealth Management, LLC holds $13,677,570 across 2 Utilities - Independent Power Producers names. VST ranks #2 (9.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CEG |
Constellation Energy Corp
|
49,698 | $12,343,492 | |
| 2 | VST |
Vistra Corp.
This page
|
8,410 | $1,334,078 |
All Filings in VST
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,334,078 | 8,410 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $988,419 | 6,575 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $944,587 | 5,855 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,156,711 | 5,904 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $1,146,192 | 5,914 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $510,629 | 4,348 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $611,453 | 4,435 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $389,403 | 3,285 | Shares | Sole | 2024-10-22 | |
| No filing history on record for this holder in this stock. | ||||||