Position in VST
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$11,738
+$915 QoQ
Shares Held
74
+2.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,256
of 1,394 holders
Holding Since
Mar 2024
10 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, 2026Valued Wealth Advisors LLC holds $24,504 across 4 Utilities - Independent Power Producers names. VST ranks #1 (47.9% of the industry book) .
All Filings in VST
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,738 | 74 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $10,823 | 72 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $9,841 | 61 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $12,342 | 63 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $11,822 | 61 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $8,808 | 75 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $9,237 | 67 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $5,927 | 50 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $3,095 | 36 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $1,323 | 19 | Shares | Sole | 2024-04-30 | |
| No filing history on record for this holder in this stock. | ||||||