Position in VST
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$8,566
+$449 QoQ
Shares Held
54
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,272
of 1,395 holders
Holding Since
Mar 2025
6 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, 2026Winch Advisory Services, LLC holds $52,775 across 2 Utilities - Independent Power Producers names. VST ranks #2 (16.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CEG |
Constellation Energy Corp
|
178 | $44,209 | |
| 2 | VST |
Vistra Corp.
This page
|
54 | $8,566 |
All Filings in VST
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,566 | 54 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $8,117 | 54 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $8,711 | 54 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $10,579 | 54 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $10,465 | 54 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $6,341 | 54 | Shares | Sole | 2025-05-06 | |
| No filing history on record for this holder in this stock. | ||||||