Position in VST
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$138,959
+$506 QoQ
Shares Held
876
-4.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,121
of 1,395 holders
Holding Since
Mar 2025
6 quarters on record
Common Shares in VST Over Time
Shares Held
Position Value (USD)
Position in Utilities - Independent Power Producers
Utilities · as of Jun 30, 2026N.E.W. Advisory Services LLC holds $512,456 across 4 Utilities - Independent Power Producers names. VST ranks #2 (27.1% of the industry book) .
All Filings in VST
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $138,959 | 876 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $138,453 | 921 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $147,132 | 912 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $160,850 | 821 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $175,010 | 903 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $68,232 | 581 | Shares | Sole | 2025-05-07 | |
| No filing history on record for this holder in this stock. | ||||||