Position in VST
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$707,331
+$125,855 QoQ
Shares Held
4,459
+15.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.58%
of 13F equity value
Holder Rank
#782
of 1,395 holders
Holding Since
Dec 2024
7 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, 2026AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP holds $707,331 across 1 Utilities - Independent Power Producers name. VST ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VST |
Vistra Corp.
This page
|
4,459 | $707,331 |
All Filings in VST
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $707,331 | 4,459 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $581,476 | 3,868 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $562,880 | 3,489 | Shares | Sole | 2026-01-06 | |
| 2025-09-30 | $636,544 | 3,249 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $608,369 | 3,139 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $296,066 | 2,521 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $233,000 | 1,690 | Shares | Sole | 2025-01-17 | |
| No filing history on record for this holder in this stock. | ||||||