Position in VST
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,189,090
+$130,467 QoQ
Shares Held
7,496
+6.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#666
of 1,395 holders
Holding Since
Mar 2024
10 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, 2026CreativeOne Wealth, LLC holds $3,154,997 across 4 Utilities - Independent Power Producers names. VST ranks #1 (37.7% of the industry book) .
All Filings in VST
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,189,090 | 7,496 | Shares | Other | 2026-08-13 | |
| 2026-03-31 | $1,058,623 | 7,042 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,141,247 | 7,074 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $1,307,961 | 6,676 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $1,565,014 | 8,075 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $531,650 | 4,527 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $1,176,168 | 8,531 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $413,586 | 3,489 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $234,037 | 2,722 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $214,939 | 3,086 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||