Position in VST
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$316,308
-$11,561 QoQ
Shares Held
1,994
-8.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.65%
of 13F equity value
Holder Rank
#982
of 1,395 holders
Holding Since
Mar 2026
2 quarters on record
Common Shares in VST Over Time
Shares Held
Position Value (USD)
Position in Utilities - Independent Power Producers
Utilities · as of Jun 30, 2026Legacy Advisory Services, LLC holds $316,308 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
|
1,994 | $316,308 |
All Filings in VST
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $316,308 | 1,994 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $327,869 | 2,181 | Shares | Sole | 2026-05-12 | |
| No filing history on record for this holder in this stock. | ||||||