Position in VST
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$951
-$11,794 QoQ
Shares Held
6
-92.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,366
of 1,395 holders
Holding Since
Dec 2024
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, 2026Cape Investment Advisory, Inc. holds $20,556 across 3 Utilities - Independent Power Producers names. VST ranks #3 (4.6% of the industry book) .
All Filings in VST
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $951 | 6 | Shares | Defined | 2026-07-23 | |
| 2025-12-31 | $12,745 | 79 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $783 | 4 | Shares | Sole | 2025-12-29 | |
| 2025-06-30 | $1,744 | 9 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $587 | 5 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $827 | 6 | Shares | Sole | 2025-02-05 | |
| No filing history on record for this holder in this stock. | ||||||