Position in VST
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$400,699
-$21,277 QoQ
Shares Held
2,526
-10.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#918
of 1,395 holders
Holding Since
Mar 2021
9 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, 2026Wealthcare Advisory Partners LLC holds $3,002,871 across 2 Utilities - Independent Power Producers names. VST ranks #2 (13.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CEG |
Constellation Energy Corp
|
10,477 | $2,602,172 | |
| 2 | VST |
Vistra Corp.
This page
|
2,526 | $400,699 |
All Filings in VST
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $400,699 | 2,526 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $421,976 | 2,807 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $332,823 | 2,063 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $405,358 | 2,069 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $415,141 | 2,142 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $229,595 | 1,955 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $238,652 | 1,731 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $209,104 | 1,764 | Shares | Sole | 2024-11-04 | |
| 2021-03-31 | $3,040 | 172 | Shares | Sole | 2021-04-30 | |
| No filing history on record for this holder in this stock. | ||||||