Position in VST
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,831,224
+$302,519 QoQ
Shares Held
11,544
+13.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
#570
of 1,395 holders
Holding Since
Dec 2025
3 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, 2026Cornerstone Advisory, LLC holds $2,295,675 across 2 Utilities - Independent Power Producers names. VST ranks #1 (79.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VST |
Vistra Corp.
This page
|
11,544 | $1,831,224 | |
| 2 | CEG |
Constellation Energy Corp
|
1,870 | $464,451 |
All Filings in VST
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,831,224 | 11,544 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,528,705 | 10,169 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $586,111 | 3,633 | Shares | Sole | 2026-01-28 | |
| No filing history on record for this holder in this stock. | ||||||