Position in VST
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$2,015,394
+$93,876 QoQ
Shares Held
12,705
-0.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#551
of 1,395 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VST Over Time
Shares Held
Position Value (USD)
Position in Utilities - Independent Power Producers
Utilities · as of Jun 30, 2026Fiduciary Alliance LLC holds $3,152,183 across 2 Utilities - Independent Power Producers names. VST ranks #1 (63.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VST |
Vistra Corp.
This page
|
12,705 | $2,015,394 | |
| 2 | CEG |
Constellation Energy Corp
|
4,577 | $1,136,789 |
All Filings in VST
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,015,394 | 12,705 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,921,518 | 12,782 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $2,387,522 | 14,799 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $3,137,071 | 16,012 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $3,504,666 | 18,083 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $2,779,922 | 23,671 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $3,419,589 | 24,803 | Shares | Sole | 2025-01-13 | |
| No filing history on record for this holder in this stock. | ||||||