Position in VST
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$315,673
+$16,517 QoQ
Shares Held
1,990
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#984
of 1,395 holders
Holding Since
Mar 2025
6 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, 2026Plan Group Financial, LLC holds $315,673 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
|
1,990 | $315,673 |
All Filings in VST
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $315,673 | 1,990 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $299,156 | 1,990 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $321,046 | 1,990 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $389,880 | 1,990 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $385,681 | 1,990 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $233,705 | 1,990 | Shares | Sole | 2025-05-09 | |
| No filing history on record for this holder in this stock. | ||||||