Position in VST
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$298,856
+$33,978 QoQ
Shares Held
1,884
+6.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,005
of 1,395 holders
Holding Since
Mar 2024
8 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, 2026Advisor OS, LLC holds $1,031,543 across 2 Utilities - Independent Power Producers names. VST ranks #2 (29.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CEG |
Constellation Energy Corp
|
2,950 | $732,687 | |
| 2 | VST |
Vistra Corp.
This page
|
1,884 | $298,856 |
All Filings in VST
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $298,856 | 1,884 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $264,878 | 1,762 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $251,350 | 1,558 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $293,486 | 1,498 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $276,564 | 1,427 | Shares | Sole | 2025-08-14 | |
| 2024-09-30 | $456,496 | 3,851 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $297,575 | 3,461 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $255,056 | 3,662 | Shares | Sole | 2024-05-09 | |
| No filing history on record for this holder in this stock. | ||||||