Position in VST
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$652,432
+$126,174 QoQ
Shares Held
4,340
+33.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 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 Mar 31, 2026GM Advisory Group, LLC holds $775,462 across 2 Utilities - Independent Power Producers names. VST ranks #1 (84.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VST |
Vistra Corp.
This page
|
4,340 | $652,432 | |
| 2 | DGXX |
Digi Power X Inc.
|
60,606 | $123,030 |
All Filings in VST
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $652,432 | 4,340 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $526,258 | 3,262 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $597,556 | 3,050 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $571,545 | 2,949 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $286,671 | 2,441 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $328,268 | 2,381 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $280,584 | 2,367 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||