Position in VST
as of Mar 31, 2026
· filed Apr 9, 2026
Position Value
$426,786
-$6,707 QoQ
Shares Held
2,839
+5.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 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 Mar 31, 2026TruWealth Advisors, LLC holds $426,786 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
|
2,839 | $426,786 |
All Filings in VST
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $426,786 | 2,839 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $433,493 | 2,687 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $492,738 | 2,515 | Shares | Sole | 2025-10-06 | |
| No filing history on record for this holder in this stock. | ||||||