Position in VST
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$582,647
+$146,690 QoQ
Shares Held
3,673
+26.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#830
of 1,395 holders
Holding Since
Dec 2021
11 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, 2026Confluence Wealth Services, Inc. holds $2,486,057 across 3 Utilities - Independent Power Producers names. VST ranks #3 (23.4% of the industry book) .
All Filings in VST
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $582,647 | 3,673 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $435,957 | 2,900 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $467,857 | 2,900 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $568,168 | 2,900 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $562,049 | 2,900 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $340,576 | 2,900 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $401,615 | 2,913 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $343,766 | 2,900 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $266,538 | 3,100 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $201,985 | 2,900 | Shares | Sole | 2024-04-22 | |
| 2021-12-31 | $11,271 | 495 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||