KINGSWOOD WEALTH ADVISORS, LLC

Position in VST — Vistra Corp.

CIK 1987855 SAN DIEGO, CA

Position in VST

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$893,086

+$32,297 QoQ

Shares Held

5,630

-1.7% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#718

of 1,395 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

KINGSWOOD WEALTH ADVISORS, LLC holds $4,043,710 across 5 Utilities - Independent Power Producers names. VST ranks #2 (22.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CEG	Constellation Energy Corp	5,855	$1,454,206
2	VST	Vistra Corp. This page	5,630	$893,086
3	TLN	Talen Energy Corp	2,063	$792,728
4	OKLO	Oklo Inc.	10,495	$549,203
5	NRG	Nrg Energy, Inc.	2,427	$354,487

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$893,086	5,630	-1.7%	Shares	Sole	2026-07-27
2026-03-31	$860,789	5,726	-3.3%	Shares	Sole	2026-04-28
2025-12-31	$955,073	5,920	+151.0%	Shares	Sole	2026-01-28
2025-09-30	$462,175	2,359	-2.2%	Shares	Sole	2025-10-23
2025-06-30	$467,469	2,412	—	Shares	Sole	2025-07-23
No filing history on record for this holder in this stock.