Position in VST
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$468,275
+$246,689 QoQ
Shares Held
2,952
+100.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.67%
of 13F equity value
Holder Rank
#887
of 1,395 holders
Holding Since
Mar 2026
2 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, 2026Rooted Wealth Advisors, Inc. holds $468,275 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
|
2,952 | $468,275 |
All Filings in VST
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $468,275 | 2,952 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $221,586 | 1,474 | Shares | Sole | 2026-04-21 | |
| No filing history on record for this holder in this stock. | ||||||