Position in VST
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,310,125
-$3,308 QoQ
Shares Held
8,259
-5.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.21%
of 13F equity value
Holder Rank
#640
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, 2026Bluebird Wealth Management LLC holds $1,310,125 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
|
8,259 | $1,310,125 |
All Filings in VST
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,310,125 | 8,259 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,313,433 | 8,737 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,395,827 | 8,652 | Shares | Sole | 2026-02-03 | |
| No filing history on record for this holder in this stock. | ||||||