Position in VST
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$506,505
+$28,456 QoQ
Shares Held
3,193
+0.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.60%
of 13F equity value
Holder Rank
#865
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, 2026Balance Wealth, LLC holds $506,505 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
|
3,193 | $506,505 |
All Filings in VST
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $506,505 | 3,193 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $478,049 | 3,180 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $512,061 | 3,174 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $622,437 | 3,177 | Shares | Sole | 2025-10-20 | |
| No filing history on record for this holder in this stock. | ||||||