PERSONAL CFO SOLUTIONS, LLC

Position in VST — Vistra Corp.

CIK 1677501 CHESTER, NJ

Position in VST

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$399,271

+$34,270 QoQ

Shares Held

2,517

+3.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#918

of 1,394 holders

Holding Since

Sep 2024

7 quarters on record

Voting authority Sole 6% Shared 0% None 94%

Utilities · as of Jun 30, 2026

PERSONAL CFO SOLUTIONS, LLC holds $1,854,422 across 4 Utilities - Independent Power Producers names. VST ranks #3 (21.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CEG	Constellation Energy Corp	2,558	$635,330
2	NRG	Nrg Energy, Inc.	3,624	$529,321
3	VST	Vistra Corp. This page	2,517	$399,271
4	TLN	Talen Energy Corp	756	$290,500

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$399,271	2,517	+3.7%	Shares	Sole	2026-08-07
2026-03-31	$365,001	2,428	-24.1%	Shares	Sole	2026-04-30
2025-12-31	$515,772	3,197	-3.5%	Shares	Defined	2026-01-22
2025-09-30	$648,887	3,312	+87.9%	Shares	Defined	2025-11-10
2025-06-30	$341,687	1,763	-21.2%	Shares	Defined	2025-08-12
2024-12-31	$308,553	2,238	+23.4%	Shares	Defined	2025-02-07
2024-09-30	$215,031	1,814	—	Shares	Defined	2024-11-14
No filing history on record for this holder in this stock.