Compound Planning, Inc.

Position in VST — Vistra Corp.

CIK 1978879 NEW YORK, NY

Position in VST

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$564,881

+$68,192 QoQ

Shares Held

3,561

+7.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#835

of 1,395 holders

Holding Since

Sep 2024

8 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Compound Planning, Inc. holds $4,783,973 across 5 Utilities - Independent Power Producers names. VST ranks #3 (11.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	OKLO	Oklo Inc.	48,147	$2,519,532
2	CEG	Constellation Energy Corp	4,534	$1,126,109
3	VST	Vistra Corp. This page	3,561	$564,881
4	TLN	Talen Energy Corp	861	$330,847
5	NRG	Nrg Energy, Inc.	1,661	$242,604

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$564,881	3,561	+7.8%	Shares	Sole	2026-08-04
2026-03-31	$496,689	3,304	+6.8%	Shares	Other	2026-05-14
2025-12-31	$499,154	3,094	-1.3%	Shares	Defined	2026-02-19
2025-09-30	$614,013	3,134	-37.3%	Shares	Sole	2025-11-10
2025-06-30	$968,274	4,996	+111.1%	Shares	Sole	2025-08-14
2025-03-31	$277,980	2,367	+0.4%	Shares	Sole	2025-05-14
2024-12-31	$324,959	2,357	+12.8%	Shares	Sole	2025-01-17
2024-09-30	$247,748	2,090	—	Shares	Sole	2024-10-08
No filing history on record for this holder in this stock.