Position in VST
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$517,290
+$27,666 QoQ
Shares Held
3,261
+0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#860
of 1,395 holders
Holding Since
Sep 2024
7 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, 2026Ascentis Wealth Management, LLC holds $847,656 across 4 Utilities - Independent Power Producers names. VST ranks #1 (61.0% 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 | $517,290 | 3,261 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $489,624 | 3,257 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $423,973 | 2,628 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $481,963 | 2,460 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $476,191 | 2,457 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $288,197 | 2,454 | Shares | Sole | 2025-04-21 | |
| 2024-09-30 | $39,591 | 334 | Shares | Sole | 2024-10-11 | |
| No filing history on record for this holder in this stock. | ||||||