Whipplewood Advisors, LLC

Position in VST — Vistra Corp.

CIK 2052510 LITTLETON, CO

Position in VST

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$8,090

-$12,204 QoQ

Shares Held

-62.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,274

of 1,395 holders

Holding Since

Dec 2024

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Whipplewood Advisors, LLC holds $57,140 across 4 Utilities - Independent Power Producers names. VST ranks #3 (14.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TLN	Talen Energy Corp	85	$32,662
2	NRG	Nrg Energy, Inc.	85	$12,415
3	VST	Vistra Corp. This page	51	$8,090
4	CEG	Constellation Energy Corp	16	$3,973

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,090	51	-62.2%	Shares	Sole	2026-07-27
2026-03-31	$20,294	135	-74.7%	Shares	Sole	2026-04-30
2025-06-30	$103,493	534	+111.1%	Shares	Other	2025-07-31
2025-03-31	$3,170	253	-10.6%	Shares	Sole	2025-04-10
2024-12-31	$39,015	283	—	Shares	Sole	2025-02-05
No filing history on record for this holder in this stock.