Position in VST
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,760,317
-$287,478 QoQ
Shares Held
11,097
-18.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#575
of 1,395 holders
Holding Since
Mar 2025
6 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, 2026Rockline Wealth Management, LLC holds $2,370,798 across 2 Utilities - Independent Power Producers names. VST ranks #1 (74.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VST |
Vistra Corp.
This page
|
11,097 | $1,760,317 | |
| 2 | OKLO |
Oklo Inc.
|
11,666 | $610,481 |
All Filings in VST
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,760,317 | 11,097 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $2,047,795 | 13,622 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $2,144,721 | 13,294 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $2,372,787 | 12,111 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $2,016,593 | 10,405 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,104,053 | 9,401 | Shares | Sole | 2025-04-22 | |
| No filing history on record for this holder in this stock. | ||||||