Position in VST
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$678,460
+$1,374 QoQ
Shares Held
4,277
-5.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#792
of 1,395 holders
Holding Since
Dec 2024
6 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, 2026Everhart Financial Group, Inc. holds $1,361,725 across 2 Utilities - Independent Power Producers names. VST ranks #2 (49.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CEG |
Constellation Energy Corp
|
2,751 | $683,265 | |
| 2 | VST |
Vistra Corp.
This page
|
4,277 | $678,460 |
All Filings in VST
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $678,460 | 4,277 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $677,086 | 4,504 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $627,412 | 3,889 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $806,210 | 4,115 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $755,277 | 3,897 | Shares | Sole | 2025-08-07 | |
| 2024-12-31 | $260,160 | 1,887 | Shares | Sole | 2025-01-30 | |
| No filing history on record for this holder in this stock. | ||||||