Position in VST
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$2,159,112
+$321,779 QoQ
Shares Held
13,611
+11.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.69%
of 13F equity value
Holder Rank
#536
of 1,395 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 64%
Shared 0%
None 36%
Common Shares in VST Over Time
Shares Held
Position Value (USD)
Position in Utilities - Independent Power Producers
Utilities · as of Jun 30, 2026WESPAC Advisors SoCal, LLC holds $8,896,396 across 2 Utilities - Independent Power Producers names. VST ranks #2 (24.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CEG |
Constellation Energy Corp
|
27,126 | $6,737,284 | |
| 2 | VST |
Vistra Corp.
This page
|
13,611 | $2,159,112 |
All Filings in VST
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,159,112 | 13,611 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $1,837,333 | 12,222 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $1,544,573 | 9,574 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $1,729,581 | 8,828 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $1,693,899 | 8,740 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $531,298 | 4,524 | Shares | Sole | 2025-05-06 | |
| No filing history on record for this holder in this stock. | ||||||