Position in VST
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,736,363
-$55,570 QoQ
Shares Held
10,946
-8.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.60%
of 13F equity value
Holder Rank
#577
of 1,395 holders
Holding Since
Mar 2025
6 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, 2026Schear Investment Advisers, LLC holds $3,371,382 across 2 Utilities - Independent Power Producers names. VST ranks #1 (51.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VST |
Vistra Corp.
This page
|
10,946 | $1,736,363 | |
| 2 | CEG |
Constellation Energy Corp
|
6,583 | $1,635,019 |
All Filings in VST
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,736,363 | 10,946 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,791,933 | 11,920 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $1,905,307 | 11,810 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,599,099 | 8,162 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,578,194 | 8,143 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $712,743 | 6,069 | Shares | Sole | 2025-05-01 | |
| No filing history on record for this holder in this stock. | ||||||