Position in VST
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$470,179
+$119,911 QoQ
Shares Held
2,964
+27.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#884
of 1,394 holders
Holding Since
Sep 2025
4 quarters on record
Common Shares in VST Over Time
Shares Held
Position Value (USD)
Position in Utilities - Independent Power Producers
Utilities · as of Jun 30, 2026Summit Global Investments holds $865,335 across 2 Utilities - Independent Power Producers names. VST ranks #1 (54.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VST |
Vistra Corp.
This page
|
2,964 | $470,179 | |
| 2 | CEG |
Constellation Energy Corp
|
1,591 | $395,156 |
All Filings in VST
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $470,179 | 2,964 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $350,268 | 2,330 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $374,769 | 2,323 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $254,500 | 1,299 | Shares | Sole | 2025-11-03 | |
| No filing history on record for this holder in this stock. | ||||||