Position in VST
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$5,404,187
+$564,337 QoQ
Shares Held
34,068
+5.8% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#379
of 1,395 holders
Holding Since
Sep 2022
12 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, 2026AE Wealth Management LLC holds $18,044,346 across 5 Utilities - Independent Power Producers names. VST ranks #2 (29.9% of the industry book) .
All Filings in VST
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,404,187 | 34,068 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $4,839,850 | 32,195 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $4,403,320 | 27,294 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $17,132,003 | 87,444 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $22,681,179 | 117,028 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $13,617,032 | 115,949 | Shares | Other | 2025-05-06 | |
| 2024-12-31 | $15,336,504 | 111,239 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $13,125,095 | 110,723 | Shares | Other | 2024-11-14 | |
| 2023-12-31 | $652,105 | 16,929 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $267,762 | 8,070 | Shares | Sole | 2023-10-11 | |
| 2022-12-31 | $265,083 | 11,426 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $218,568 | 10,408 | Shares | Sole | 2022-10-25 | |
| No filing history on record for this holder in this stock. | ||||||