Position in VST
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$230,330
+$11,450 QoQ
Shares Held
1,452
-0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,065
of 1,395 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 2%
None 98%
Common Shares in VST Over Time
Shares Held
Position Value (USD)
Position in Utilities - Independent Power Producers
Utilities · as of Jun 30, 2026Palumbo Wealth Management LLC holds $703,236 across 2 Utilities - Independent Power Producers names. VST ranks #2 (32.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OKLO |
Oklo Inc.
|
9,037 | $472,906 | |
| 2 | VST |
Vistra Corp.
This page
|
1,452 | $230,330 |
All Filings in VST
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $230,330 | 1,452 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $218,880 | 1,456 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $219,247 | 1,359 | Shares | Defined | 2026-01-21 | |
| 2025-09-30 | $279,577 | 1,427 | Shares | Defined | 2025-11-10 | |
| No filing history on record for this holder in this stock. | ||||||