Skip to main content

United Financial Planning Group LLC

Position in VST — Vistra Corp.

CIK 2088337 HAUPPAUGE, NY

Position in VST

as of Jun 30, 2026 · filed Aug 6, 2026
Position Value
$6,503
+$340 QoQ
Shares Held
41
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,286
of 1,395 holders
Holding Since
Dec 2025
3 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, 2026

United Financial Planning Group LLC holds $279,221 across 3 Utilities - Independent Power Producers names. VST ranks #3 (2.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 VST
Vistra Corp.
This page
41 $6,503

All Filings in VST

Export CSV
3 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $6,503 41
2026-03-31 $6,163 41
2025-12-31 $322 2