Position in VST
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$13,483
+$5,967 QoQ
Shares Held
85
+70.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,244
of 1,395 holders
Holding Since
Dec 2020
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VST Over Time
Shares Held
Position Value (USD)
Position in Utilities - Independent Power Producers
Utilities · as of Jun 30, 2026BARTLETT & CO. WEALTH MANAGEMENT LLC holds $1,540,284 across 3 Utilities - Independent Power Producers names. VST ranks #3 (0.9% of the industry book) .
All Filings in VST
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,483 | 85 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $7,516 | 50 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $2,581 | 16 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $8,620 | 44 | Shares | Sole | 2025-10-09 | |
| 2020-12-31 | $3,263 | 166 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||