Position in VST
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$210,502
-$10,299 QoQ
Shares Held
1,327
+17.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,091
of 1,399 holders
Holding Since
Jun 2025
3 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, 2026Icon Wealth Advisors, LLC holds $419,246 across 2 Utilities - Independent Power Producers names. VST ranks #1 (50.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VST |
Vistra Corp.
This page
|
1,327 | $210,502 | |
| 2 | OKLO |
Oklo Inc.
|
3,989 | $208,744 |
All Filings in VST
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $210,502 | 1,327 | Shares | Sole | 2026-08-05 | |
| 2025-09-30 | $220,801 | 1,127 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $191,096 | 986 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||