UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC
Position in VST — Vistra Corp.
CIK 2011649
PITTSBURGH, PA
Position in VST
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$250,000
+$13,080 QoQ
Shares Held
1,576
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#1,044
of 1,395 holders
Holding Since
Mar 2024
9 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, 2026UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC holds $250,000 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
|
1,576 | $250,000 |
All Filings in VST
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $250,000 | 1,576 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $236,920 | 1,576 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $282,811 | 1,753 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $353,047 | 1,802 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $354,478 | 1,829 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $212,918 | 1,813 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $276,015 | 2,002 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $256,757 | 2,166 | Shares | Sole | 2024-11-14 | |
| 2024-03-31 | $273,306 | 3,924 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||