Position in VST
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,023,163
-$21,930 QoQ
Shares Held
6,450
-7.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#695
of 1,394 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 60%
Shared 40%
None 0%
Common Shares in VST Over Time
Shares Held
Position Value (USD)
Position in Utilities - Independent Power Producers
Utilities · as of Jun 30, 2026Venturi Wealth Management, LLC holds $1,604,963 across 3 Utilities - Independent Power Producers names. VST ranks #1 (63.7% of the industry book) .
All Filings in VST
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,023,163 | 6,450 | Shares | Other | 2026-07-20 | |
| 2026-03-31 | $1,045,093 | 6,952 | Shares | Other | 2026-04-21 | |
| 2025-12-31 | $1,049,290 | 6,504 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $1,330,884 | 6,793 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $1,663,276 | 8,582 | Shares | Other | 2025-07-23 | |
| 2025-03-31 | $1,027,012 | 8,745 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,816,436 | 13,175 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $1,556,192 | 13,128 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $1,792,682 | 20,850 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $1,652,097 | 23,720 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $903,640 | 23,459 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $824,821 | 24,859 | Shares | Sole | 2023-11-02 | |
| No filing history on record for this holder in this stock. | ||||||