Position in VST
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$657,362
+$130,757 QoQ
Shares Held
4,144
+18.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#801
of 1,395 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in VST Over Time
Shares Held
Position Value (USD)
Position in Utilities - Independent Power Producers
Utilities · as of Jun 30, 2026Excelsior Advisor Network LLC holds $1,692,828 across 3 Utilities - Independent Power Producers names. VST ranks #2 (38.8% of the industry book) .
All Filings in VST
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $657,362 | 4,144 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $526,605 | 3,503 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||