Position in VST
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$238,420
+$8,416 QoQ
Shares Held
1,503
-1.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,056
of 1,395 holders
Holding Since
Sep 2021
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, 2026GREAT VALLEY ADVISOR GROUP, INC. holds $2,738,190 across 3 Utilities - Independent Power Producers names. VST ranks #2 (8.7% 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 | $238,420 | 1,503 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $230,004 | 1,530 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $250,061 | 1,550 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $554,649 | 2,831 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $594,996 | 3,070 | Shares | Sole | 2025-08-14 | |
| 2024-12-31 | $362,184 | 2,627 | Shares | Sole | 2025-02-24 | |
| 2024-09-30 | $276,198 | 2,330 | Shares | Sole | 2024-11-12 | |
| 2022-03-31 | $228,408 | 9,824 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $243,525 | 10,695 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $213,100 | 12,462 | Shares | Sole | 2021-10-14 | |
| No filing history on record for this holder in this stock. | ||||||