Position in VST
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$421,797
+$37,704 QoQ
Shares Held
2,659
+4.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#909
of 1,395 holders
Holding Since
Mar 2024
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, 2026Apella Capital, LLC holds $869,111 across 2 Utilities - Independent Power Producers names. VST ranks #2 (48.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CEG |
Constellation Energy Corp
|
1,801 | $447,314 | |
| 2 | VST |
Vistra Corp.
This page
|
2,659 | $421,797 |
All Filings in VST
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $421,797 | 2,659 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $384,093 | 2,555 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $406,712 | 2,521 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $498,616 | 2,545 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $590,539 | 3,047 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $353,142 | 3,007 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $496,056 | 3,598 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $419,868 | 3,542 | Shares | Sole | 2024-10-03 | |
| 2024-06-30 | $290,440 | 3,378 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $320,668 | 4,604 | Shares | Sole | 2024-04-10 | |
| No filing history on record for this holder in this stock. | ||||||