Position in VST
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,106,602
-$150,320 QoQ
Shares Held
6,976
-10.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#677
of 1,395 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in VST Over Time
Shares Held
Position Value (USD)
Position in Utilities - Independent Power Producers
Utilities · as of Jun 30, 2026Global Retirement Partners, LLC holds $8,918,146 across 7 Utilities - Independent Power Producers names. VST ranks #4 (12.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CEG |
Constellation Energy Corp
|
19,609 | $4,870,287 | |
| 2 | NRG |
Nrg Energy, Inc.
|
9,948 | $1,453,004 | |
| 3 | TLN |
Talen Energy Corp
|
3,158 | $1,213,493 | |
| 4 | VST |
Vistra Corp.
This page
|
6,976 | $1,106,602 | |
| 5 | OKLO |
Oklo Inc.
|
5,213 | $272,796 | |
| 6 | HNRG |
Hallador Energy Co
|
66 | $1,147 | |
| 7 | DGXX |
Digi Power X Inc.
|
150 | $817 |
All Filings in VST
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,106,602 | 6,976 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $1,256,922 | 7,791 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $819,337 | 4,182 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $577,747 | 2,981 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $216,180 | 1,568 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $124,822 | 1,053 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $88,645 | 1,031 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $70,485 | 1,012 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $44,914 | 1,166 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $32,980 | 994 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $20,842 | 794 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $19,056 | 794 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $14,082 | 607 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $12,726 | 606 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $13,847 | 606 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $14,089 | 606 | Shares | Sole | 2022-07-14 | |
| 2021-09-30 | $10,037 | 587 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $9,275 | 500 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $8,840 | 500 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $9,830 | 500 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $9,430 | 500 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $9,310 | 500 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $5,857 | 367 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||