Position in VST
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$608,980
+$533,064 QoQ
Shares Held
3,839
+660.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#821
of 1,395 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VST Over Time
Shares Held
Position Value (USD)
Position in Utilities - Independent Power Producers
Utilities · as of Jun 30, 2026Clearstead Advisors, LLC holds $3,357,915 across 5 Utilities - Independent Power Producers names. VST ranks #2 (18.1% of the industry book) .
All Filings in VST
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $608,980 | 3,839 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $75,916 | 505 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $199,565 | 1,237 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $158,303 | 808 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $159,311 | 822 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $51,086 | 435 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $47,565 | 345 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||