Position in VST
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,067,262
+$574,481 QoQ
Shares Held
6,728
+105.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.68%
of 13F equity value
Holder Rank
#682
of 1,395 holders
Holding Since
Dec 2024
4 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, 2026NEW WAVE WEALTH ADVISORS LLC holds $1,067,262 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
|
6,728 | $1,067,262 |
All Filings in VST
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,067,262 | 6,728 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $492,781 | 3,278 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $350,086 | 2,170 | Shares | Sole | 2026-01-21 | |
| 2024-12-31 | $24,127 | 175 | Shares | Sole | 2025-01-23 | |
| No filing history on record for this holder in this stock. | ||||||