Position in VST
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$912,915
+$62,499 QoQ
Shares Held
5,755
+1.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#712
of 1,395 holders
Holding Since
Dec 2025
3 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, 2026Cornerstone Planning, LLC holds $1,762,837 across 2 Utilities - Independent Power Producers names. VST ranks #1 (51.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VST |
Vistra Corp.
This page
|
5,755 | $912,915 | |
| 2 | CEG |
Constellation Energy Corp
|
3,422 | $849,922 |
All Filings in VST
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $912,915 | 5,755 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $850,416 | 5,657 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $671,294 | 4,161 | Shares | Sole | 2026-03-17 | |
| No filing history on record for this holder in this stock. | ||||||