Position in VST
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$286,327
+$39,335 QoQ
Shares Held
1,805
+9.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#1,015
of 1,395 holders
Holding Since
Jun 2025
5 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, 2026PRECEDENT WEALTH PARTNERS, LLC holds $286,327 across 1 Utilities - Independent Power Producers name. VST ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VST |
Vistra Corp.
This page
|
1,805 | $286,327 |
All Filings in VST
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $286,327 | 1,805 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $246,992 | 1,643 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $299,589 | 1,857 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $358,337 | 1,829 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $269,395 | 1,390 | Shares | Sole | 2025-07-21 | |
| No filing history on record for this holder in this stock. | ||||||