Position in VST
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$105,080
+$13,768 QoQ
Shares Held
699
+23.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 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, 2026Root Financial Partners, LLC holds $232,474 across 1 Utilities - Independent Power Producers name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CEG |
Constellation Energy Corp
|
936 | $232,474 |
All Filings in VST
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $105,080 | 699 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $91,312 | 566 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $124,605 | 636 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||