Position in VST
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$8,248
+$2,837 QoQ
Shares Held
52
+44.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,273
of 1,395 holders
Holding Since
Dec 2022
15 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, 2026True Wealth Design, LLC holds $34,570 across 6 Utilities - Independent Power Producers names. VST ranks #3 (23.9% of the industry book) .
All Filings in VST
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,248 | 52 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $5,411 | 36 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $5,323 | 33 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $7,836 | 40 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $6,977 | 36 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $19,612 | 167 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $3,446 | 25 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,963 | 25 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,751 | 32 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,228 | 32 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $731 | 19 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $630 | 19 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $498 | 19 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $480 | 20 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $464 | 20 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||