Position in VST
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$23,794
+$16,278 QoQ
Shares Held
150
+200.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,213
of 1,395 holders
Holding Since
Sep 2025
4 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, 2026Asset Planning,Inc holds $230,686 across 2 Utilities - Independent Power Producers names. VST ranks #2 (10.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CEG |
Constellation Energy Corp
|
833 | $206,892 | |
| 2 | VST |
Vistra Corp.
This page
|
150 | $23,794 |
All Filings in VST
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,794 | 150 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $7,516 | 50 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $16,133 | 100 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $19,592 | 100 | Shares | Sole | 2025-10-23 | |
| No filing history on record for this holder in this stock. | ||||||