Position in VST
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$333,281
+$15,634 QoQ
Shares Held
2,101
-0.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#964
of 1,395 holders
Holding Since
Mar 2026
2 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, 2026Connecticut Wealth Management, LLC holds $551,101 across 2 Utilities - Independent Power Producers names. VST ranks #1 (60.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VST |
Vistra Corp.
This page
|
2,101 | $333,281 | |
| 2 | CEG |
Constellation Energy Corp
|
877 | $217,820 |
All Filings in VST
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $333,281 | 2,101 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $317,647 | 2,113 | Shares | Sole | 2026-05-01 | |
| No filing history on record for this holder in this stock. | ||||||