Position in VST
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$207,605
-$36,003 QoQ
Shares Held
1,381
-8.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 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, 2026Marshall Financial Group, LLC holds $1,168,332 across 1 Utilities - Independent Power Producers name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CEG |
Constellation Energy Corp
|
4,704 | $1,168,332 |
All Filings in VST
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $207,605 | 1,381 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $243,608 | 1,510 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $1,535,425 | 7,837 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $1,475,475 | 7,613 | Shares | Sole | 2025-07-10 | |
| No filing history on record for this holder in this stock. | ||||||