Summit Financial, LLC

Position in VST — Vistra Corp.

CIK 1765536 PARSIPPANY, NJ

Position in VST

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$809,013

-$5,837,978 QoQ

Shares Held

5,100

-88.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#744

of 1,395 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Summit Financial, LLC holds $6,729,886 across 5 Utilities - Independent Power Producers names. VST ranks #2 (12.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CEG	Constellation Energy Corp	18,828	$4,676,310
2	VST	Vistra Corp. This page	5,100	$809,013
3	OKLO	Oklo Inc.	11,907	$623,093
4	NRG	Nrg Energy, Inc.	2,608	$380,924
5	TLN	Talen Energy Corp	626	$240,546

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$809,013	5,100	-88.5%	Shares	Sole	2026-08-12
2026-03-31	$6,646,991	44,216	+1578.0%	Shares	Sole	2026-05-15
2025-12-31	$425,104	2,635	+26.5%	Shares	Sole	2026-02-13
2025-09-30	$408,101	2,083	+36.7%	Shares	Sole	2025-11-14
2025-06-30	$295,366	1,524	—	Shares	Sole	2025-08-13
No filing history on record for this holder in this stock.