Cornerstone Financial Management LLC

Position in VST — Vistra Corp.

CIK 2110329 PROVIDENCE, RI

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Position in VST

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$15,704

+$8,188 QoQ

Shares Held

+98.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#1,238

of 1,395 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in VST Over Time

Shares Held

Position Value (USD)

Position in Utilities - Independent Power Producers

Utilities · as of Jun 30, 2026

Cornerstone Financial Management LLC holds $48,205 across 6 Utilities - Independent Power Producers names. VST ranks #2 (32.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CEG	Constellation Energy Corp	79	$19,621
2	VST	Vistra Corp. This page	99	$15,704
3	KEN	Kenon Holdings Ltd.	132	$8,825
4	TLN	Talen Energy Corp	4	$1,537
5	NRG	Nrg Energy, Inc.	9	$1,314
6	DGXX	Digi Power X Inc.	221	$1,204

All Filings in VST

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3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$15,704	99	+98.0%	Shares	Sole	2026-08-12
2026-03-31	$7,516	50	+11.1%	Shares	Sole	2026-05-08
2025-12-31	$7,259	45	—	Shares	Sole	2026-02-13
No filing history on record for this holder in this stock.