Ethic Inc.

Position in VST — Vistra Corp.

CIK 1780570 NEW YORK, NY

Position in VST

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$943,689

+$29,984 QoQ

Shares Held

5,949

-2.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#705

of 1,395 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 95% Shared 0% None 5%

Utilities · as of Jun 30, 2026

Ethic Inc. holds $7,503,389 across 3 Utilities - Independent Power Producers names. VST ranks #3 (12.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CEG	Constellation Energy Corp	22,555	$5,601,985
2	NRG	Nrg Energy, Inc.	6,557	$957,715
3	VST	Vistra Corp. This page	5,949	$943,689

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$943,689	5,949	-2.1%	Shares	Sole	2026-07-29
2026-03-31	$913,705	6,078	-3.5%	Shares	Sole	2026-04-27
2025-12-31	$1,016,379	6,300	+4.2%	Shares	Sole	2026-02-03
2025-09-30	$1,184,728	6,047	+9.3%	Shares	Sole	2025-10-17
2025-06-30	$1,071,963	5,531	+9.5%	Shares	Sole	2025-07-30
2025-03-31	$593,424	5,053	-52.1%	Shares	Sole	2025-05-13
2024-12-31	$1,453,839	10,545	—	Shares	Sole	2025-02-14
No filing history on record for this holder in this stock.