Position in VST
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$413,389
New position
Shares Held
2,606
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#912
of 1,395 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Utilities - Independent Power Producers
Utilities · as of Jun 30, 2026Caliber Wealth Management, LLC / KS holds $2,014,133 across 2 Utilities - Independent Power Producers names. VST ranks #2 (20.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CEG |
Constellation Energy Corp
|
6,445 | $1,600,744 | |
| 2 | VST |
Vistra Corp.
This page
|
2,606 | $413,389 |
All Filings in VST
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $413,389 | 2,606 | Shares | Sole | 2026-07-22 | |
| No filing history on record for this holder in this stock. | ||||||