Position in VST
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$5,102,016
-$190,351 QoQ
Shares Held
32,163
-8.6% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#388
of 1,395 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in VST Over Time
Shares Held
Position Value (USD)
Position in Utilities - Independent Power Producers
Utilities · as of Jun 30, 2026EVOLVE PRIVATE WEALTH, LLC holds $6,087,240 across 3 Utilities - Independent Power Producers names. VST ranks #1 (83.8% of the industry book) .
All Filings in VST
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,102,016 | 32,163 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $5,292,367 | 35,205 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $5,713,824 | 35,417 | Shares | Defined | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||