Modern Wealth Management, LLC

Position in VST — Vistra Corp.

CIK 2001900 KANSAS CITY, MO

Position in VST

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$317,734

+$78,519 QoQ

Shares Held

2,003

+64.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#978

of 1,394 holders

Holding Since

Sep 2025

2 quarters on record

Voting authority Sole 7% Shared 0% None 93%

Utilities · as of Jun 30, 2026

Modern Wealth Management, LLC holds $2,350,582 across 3 Utilities - Independent Power Producers names. VST ranks #2 (13.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CEG	Constellation Energy Corp	6,931	$1,721,450
2	VST	Vistra Corp. This page	2,003	$317,734
3	NRG	Nrg Energy, Inc.	2,132	$311,398

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$317,734	2,003	+64.0%	Shares	Other	2026-08-14
2025-09-30	$239,215	1,221	—	Shares	Sole	2025-11-12
No filing history on record for this holder in this stock.