Position in VST
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$614,056
+$39,345 QoQ
Shares Held
3,871
+1.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#819
of 1,395 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VST Over Time
Shares Held
Position Value (USD)
Position in Utilities - Independent Power Producers
Utilities · as of Jun 30, 2026Herold Advisors, Inc. holds $860,007 across 2 Utilities - Independent Power Producers names. VST ranks #1 (71.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VST |
Vistra Corp.
This page
|
3,871 | $614,056 | |
| 2 | OKLO |
Oklo Inc.
|
4,700 | $245,951 |
All Filings in VST
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $614,056 | 3,871 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $574,711 | 3,823 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $463,823 | 2,875 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $567,188 | 2,895 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $542,861 | 2,801 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $302,995 | 2,580 | Shares | Sole | 2025-05-13 | |
| No filing history on record for this holder in this stock. | ||||||