Position in VST
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$70,817,349
+$6,807,587 QoQ
Shares Held
446,431
+4.8% QoQ
Ownership
0.133%
of shares outstanding
% of Portfolio
0.97%
of 13F equity value
Holder Rank
#100
of 1,395 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in VST Over Time
Shares Held
Position Value (USD)
Position in Utilities - Independent Power Producers
Utilities · as of Jun 30, 2026NewEdge Wealth, LLC holds $133,656,427 across 4 Utilities - Independent Power Producers names. VST ranks #1 (53.0% of the industry book) .
All Filings in VST
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $70,817,349 | 446,431 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $64,009,762 | 425,795 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $56,356,924 | 349,327 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $66,253,678 | 338,167 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $63,803,221 | 329,205 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $35,889,429 | 305,598 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $52,009,803 | 377,238 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $43,658,874 | 368,305 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $30,048,892 | 349,487 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $23,877,552 | 342,822 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $12,115,888 | 314,535 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $9,179,943 | 276,671 | Shares | Sole | 2023-11-08 | |
| No filing history on record for this holder in this stock. | ||||||