Position in VST
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$10,428,653
-$1,387,735 QoQ
Shares Held
65,742
-16.4% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#272
of 1,394 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in VST Over Time
Shares Held
Position Value (USD)
Position in Utilities - Independent Power Producers
Utilities · as of Jun 30, 2026MERCER GLOBAL ADVISORS INC /ADV holds $35,361,219 across 5 Utilities - Independent Power Producers names. VST ranks #2 (29.5% of the industry book) .
All Filings in VST
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,428,653 | 65,742 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $11,816,388 | 78,603 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $12,321,417 | 76,374 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $16,054,076 | 81,942 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $16,065,104 | 82,891 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $11,486,336 | 97,806 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $12,173,369 | 88,296 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $14,015,576 | 118,235 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $15,941,121 | 185,405 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $18,372,834 | 263,788 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $5,382,361 | 139,729 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $4,069,327 | 122,644 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $460,740 | 17,552 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $567,480 | 23,645 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $626,539 | 27,006 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $1,760,871 | 83,851 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $659,108 | 28,845 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $695,361 | 29,908 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $699,972 | 30,741 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $425,174 | 24,864 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $2,915,002 | 157,143 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $4,511,547 | 255,178 | Shares | Sole | 2021-08-10 | |
| 2020-12-31 | $5,313,331 | 270,261 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $3,988,022 | 211,454 | Shares | Sole | 2020-12-10 | |
| 2020-06-30 | $3,954,236 | 212,365 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $1,726,680 | 108,188 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||