Position in VST
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$451,619
+$54,748 QoQ
Shares Held
2,847
+7.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#894
of 1,395 holders
Holding Since
Jun 2024
9 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, 2026KMG FIDUCIARY PARTNERS, LLC holds $451,619 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
|
2,847 | $451,619 |
All Filings in VST
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $451,619 | 2,847 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $396,871 | 2,640 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $425,911 | 2,640 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $516,249 | 2,635 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $510,301 | 2,633 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $308,984 | 2,631 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $362,322 | 2,628 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $311,167 | 2,625 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $225,353 | 2,621 | Shares | Sole | 2024-07-18 | |
| No filing history on record for this holder in this stock. | ||||||