Position in VST
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$7,931
New position
Shares Held
50
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,275
of 1,395 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Utilities - Independent Power Producers
Utilities · as of Jun 30, 2026Montgomery Financial Services LLC holds $16,127 across 2 Utilities - Independent Power Producers names. VST ranks #2 (49.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CEG |
Constellation Energy Corp
|
33 | $8,196 | |
| 2 | VST |
Vistra Corp.
This page
|
50 | $7,931 |
All Filings in VST
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,931 | 50 | Shares | Sole | 2026-08-12 | |
| No filing history on record for this holder in this stock. | ||||||