Aveo Capital Partners’s Vistra VST Stock Holding History

Aveo Capital Partners’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
2025 Q1	–	Sell	-1,834	Closed	-$253K	–	343
2024 Q4	$253K	Buy	+1,834	New	+$255K	0.03%	311

Other funds holding VST

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Aveo Capital Partners's VST Position: Q1 2025 in Review

Aveo Capital Partners sold out of Vistra (VST) in Q1 2025, closing a stake of 1,834 shares — an estimated $253K sold.

Aveo Capital Partners first reported a position in VST in Q4 2024 and held it in 1 quarter. The position peaked at $253K in Q4 2024. 1,116 funds tracked by Wall St. Rank hold VST as of Q1 2025.

Aveo Capital Partners reported no remaining Vistra position as of Q1 2025 after selling out during the quarter.
Aveo Capital Partners sold 1,834 Vistra shares in Q1 2025, an estimated $253K.
Aveo Capital Partners first reported a position in Vistra in Q4 2024 and held it in 1 quarter.
Aveo Capital Partners's Vistra position peaked at $253K in Q4 2024.
1,116 funds tracked by Wall St. Rank held Vistra as of Q1 2025.

Based on Aveo Capital Partners's 13F filing for Q1 2025, filed 12 May 2025.