Rothwell Investment Advisors, LLC’s Vistra VST Stock Holding History

Rothwell Investment Advisors, LLC’s Portfolio VST Stock Details VST Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$247K	Buy	+1,786	New	+$263K	0.13%	152

Other funds holding VST

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

W.H. Reaves & Co Jersey City, New Jersey $5.54B AUM 1.09% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.92% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Rothwell Investment Advisors, LLC's VST Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Vistra (VST) in Q3 2026: 1,786 shares worth $247K. The stake represents 0.13% of the portfolio and ranks #152 among its holdings.

712 funds tracked by Wall St. Rank hold VST as of Q3 2026.

Rothwell Investment Advisors, LLC held 1,786 shares of Vistra worth $247K as of Q3 2026.
Vistra was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Vistra made up 0.13% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #152 holding.
712 funds tracked by Wall St. Rank held Vistra as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.