Comprehensive Financial Planning, Inc./PA
Position in VST — Vistra Corp.
CIK 2044855
EAST PETERSBURG, PA
Position in VST
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$276,650
-$5,820 QoQ
Shares Held
1,744
-7.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#1,023
of 1,395 holders
Holding Since
Dec 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, 2026Comprehensive Financial Planning, Inc./PA holds $632,050 across 3 Utilities - Independent Power Producers names. VST ranks #2 (43.8% 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 | $276,650 | 1,744 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $282,470 | 1,879 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $496,573 | 3,078 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $594,813 | 3,036 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $519,798 | 2,682 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $53,200 | 453 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $27,574 | 200 | Shares | Sole | 2025-01-29 | |
| No filing history on record for this holder in this stock. | ||||||