Position in VST
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$241,117
+$13,969 QoQ
Shares Held
1,520
+0.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,052
of 1,395 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VST Over Time
Shares Held
Position Value (USD)
Position in Utilities - Independent Power Producers
Utilities · as of Jun 30, 2026Outlook Wealth Advisors, LLC holds $241,117 across 1 Utilities - Independent Power Producers name. VST ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VST |
Vistra Corp.
This page
|
1,520 | $241,117 |
All Filings in VST
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $241,117 | 1,520 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $227,148 | 1,511 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $232,476 | 1,441 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $299,561 | 1,529 | Shares | Sole | 2025-10-30 | |
| No filing history on record for this holder in this stock. | ||||||