LRI Investments, LLC

Position in VST — Vistra Corp.

CIK 2023325 PALM BEACH GARDENS, FL

Position in VST

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$37,436

-$596,204 QoQ

Shares Held

236

-94.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,186

of 1,395 holders

Holding Since

Jun 2024

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

LRI Investments, LLC holds $815,505 across 4 Utilities - Independent Power Producers names. VST ranks #4 (4.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TLN	Talen Energy Corp	1,001	$384,644
2	CEG	Constellation Energy Corp	846	$210,120
3	NRG	Nrg Energy, Inc.	1,255	$183,305
4	VST	Vistra Corp. This page	236	$37,436

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$37,436	236	-94.4%	Shares	Sole	2026-07-14
2026-03-31	$633,640	4,215	+6.1%	Shares	Sole	2026-04-30
2025-12-31	$640,801	3,972	+780.7%	Shares	Sole	2026-02-04
2025-09-30	$88,359	451	+57.7%	Shares	Sole	2025-11-03
2025-06-30	$55,429	286	+104.3%	Shares	Sole	2025-07-25
2025-03-31	$16,441	140	+41.4%	Shares	Sole	2025-05-01
2024-06-30	$8,511	99	—	Shares	Sole	2024-07-24
No filing history on record for this holder in this stock.