Position in VST
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$11,579
+$6,017 QoQ
Shares Held
73
+97.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,259
of 1,395 holders
Holding Since
Dec 2024
7 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, 2026Dogwood Wealth Management LLC holds $23,609 across 4 Utilities - Independent Power Producers names. VST ranks #1 (49.0% 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 | $11,579 | 73 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $5,562 | 37 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $16,455 | 102 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $5,681 | 29 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $18,993 | 98 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $8,925 | 76 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $10,202 | 74 | Shares | Sole | 2025-03-04 | |
| No filing history on record for this holder in this stock. | ||||||