Bogart Wealth, LLC

Position in VST — Vistra Corp.

CIK 1715740 MCLEAN, VA

Position in VST

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$7,772

+$2,812 QoQ

Shares Held

+48.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#1,278

of 1,395 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Bogart Wealth, LLC holds $333,532 across 6 Utilities - Independent Power Producers names. VST ranks #4 (2.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CEG	Constellation Energy Corp	1,094	$271,716
2	OKLO	Oklo Inc.	500	$26,165
3	TLN	Talen Energy Corp	68	$26,129
4	VST	Vistra Corp. This page	49	$7,772
5	NRG	Nrg Energy, Inc.	10	$1,460
6	TAC	Transalta Corp	21	$290

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,772	49	+48.5%	Shares	Sole	2026-07-24
2026-03-31	$4,960	33	+120.0%	Shares	Sole	2026-04-28
2025-12-31	$2,419	15	-50.0%	Shares	Sole	2026-01-30
2025-09-30	$5,877	30	+275.0%	Shares	Sole	2025-10-27
2025-06-30	$1,550	8	-79.5%	Shares	Sole	2025-07-30
2025-03-31	$4,580	39	-17.0%	Shares	Sole	2025-05-02
2024-12-31	$6,479	47	—	Shares	Sole	2025-01-30
No filing history on record for this holder in this stock.