Position in VST
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$4,545,701
+$1,533,670 QoQ
Shares Held
28,656
+53.5% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#406
of 1,395 holders
Holding Since
Sep 2024
7 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, 2026Diversify Advisory Services, LLC holds $21,576,995 across 5 Utilities - Independent Power Producers names. VST ranks #2 (21.1% of the industry book) .
All Filings in VST
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,545,701 | 28,656 | Shares | Sole | 2026-08-10 | |
| 2025-12-31 | $3,012,031 | 18,670 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,841,060 | 9,397 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,331,534 | 12,030 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $271,403 | 2,311 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $902,083 | 6,543 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $477,953 | 4,032 | Shares | Sole | 2024-10-25 | |
| No filing history on record for this holder in this stock. | ||||||