Whalen Wealth Management Inc.

Position in VST — Vistra Corp.

CIK 1894447 LAS VEGAS, NV

Position in VST

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$387,850

+$68,850 QoQ

Shares Held

2,445

+15.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.25%

of 13F equity value

Holder Rank

#927

of 1,395 holders

Holding Since

Sep 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Whalen Wealth Management Inc. holds $1,347,414 across 4 Utilities - Independent Power Producers names. VST ranks #1 (28.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VST	Vistra Corp. This page	2,445	$387,850
2	NRG	Nrg Energy, Inc.	2,279	$332,870
3	TLN	Talen Energy Corp	843	$323,931
4	CEG	Constellation Energy Corp	1,219	$302,763

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$387,850	2,445	+15.2%	Shares	Sole	2026-08-13
2026-03-31	$319,000	2,122	-48.0%	Shares	Sole	2026-04-13
2025-09-30	$799,353	4,080	—	Shares	Sole	2025-10-09
No filing history on record for this holder in this stock.