Position in VST
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$12,843,160
+$5,113,643 QoQ
Shares Held
80,963
+57.5% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#248
of 1,395 holders
Holding Since
Jun 2022
14 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in VST Over Time
Shares Held
Position Value (USD)
Position in Utilities - Independent Power Producers
Utilities · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $32,134,859 across 5 Utilities - Independent Power Producers names. VST ranks #1 (40.0% of the industry book) .
All Filings in VST
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,843,160 | 80,963 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $7,729,517 | 51,417 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $26,338,413 | 163,258 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $31,627,953 | 161,433 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $19,627,720 | 101,273 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $11,696,554 | 99,596 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $19,613,248 | 142,259 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $4,961,965 | 41,859 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1,757,517 | 20,441 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $2,558,592 | 36,735 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $1,393,152 | 36,167 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $681,484 | 20,539 | Shares | Sole | 2023-11-13 | |
| 2022-09-30 | $1,504,776 | 71,656 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $4,852,585 | 212,367 | Shares | Sole | 2022-07-18 | |
| No filing history on record for this holder in this stock. | ||||||