Position in VST
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$816,944
+$42,745 QoQ
Shares Held
5,150
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.54%
of 13F equity value
Holder Rank
#743
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, 2026OFC FINANCIAL PLANNING, LLC holds $816,944 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
|
5,150 | $816,944 |
All Filings in VST
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $816,944 | 5,150 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $774,199 | 5,150 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $830,849 | 5,150 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,008,988 | 5,150 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $998,121 | 5,150 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $604,816 | 5,150 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $710,030 | 5,150 | Shares | Sole | 2025-01-24 | |
| No filing history on record for this holder in this stock. | ||||||