Position in VST
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$1,227,895
New position
Shares Held
8,168
first reported quarter
Ownership
0.002%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Utilities - Independent Power Producers
Utilities · as of Jun 30, 2026TRB Wealth Management, LLC holds $337,286 across 1 Utilities - Independent Power Producers name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CEG |
Constellation Energy Corp
|
1,358 | $337,286 |
All Filings in VST
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,227,895 | 8,168 | Shares | Other | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||