Position in VST
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$745,719
-$123,489 QoQ
Shares Held
4,701
-18.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#771
of 1,395 holders
Holding Since
Sep 2024
8 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, 2026WEALTH EFFECTS LLC holds $1,223,086 across 2 Utilities - Independent Power Producers names. VST ranks #1 (61.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VST |
Vistra Corp.
This page
|
4,701 | $745,719 | |
| 2 | CEG |
Constellation Energy Corp
|
1,922 | $477,367 |
All Filings in VST
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $745,719 | 4,701 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $869,208 | 5,782 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $932,810 | 5,782 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,132,809 | 5,782 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $1,108,011 | 5,717 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $661,891 | 5,636 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $694,175 | 5,035 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $438,598 | 3,700 | Shares | Sole | 2024-10-21 | |
| No filing history on record for this holder in this stock. | ||||||