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Barnes Dennig Private Wealth Management’s Vistra VST Stock Holding History

Barnes Dennig Private Wealth Management’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
Q1 		– Sell
-46
Closed -$7.42K – 348
2025
Q4 		$7.42K Sell
46
-52
-53% -$9.47K 0.01% 264
2025
Q3 		$19.2K Sell
98
-26
-21% -$5.15K 0.02% 195
2025
Q2 		$24K Buy
+124
New +$18.3K 0.03% 156

Other funds holding VST

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Barnes Dennig Private Wealth Management's VST Position: Q1 2026 in Review

Barnes Dennig Private Wealth Management sold out of Vistra (VST) in Q1 2026, closing a stake of 46 shares — an estimated $7.42K sold.

Barnes Dennig Private Wealth Management first reported a position in VST in Q2 2025 and held it in 3 quarters. The position peaked at $24K in Q2 2025. 1,313 funds tracked by Wall St. Rank hold VST as of Q1 2026.

  • Barnes Dennig Private Wealth Management reported no remaining Vistra position as of Q1 2026 after selling out during the quarter.
  • Barnes Dennig Private Wealth Management sold 46 Vistra shares in Q1 2026, an estimated $7.42K.
  • Barnes Dennig Private Wealth Management first reported a position in Vistra in Q2 2025 and held it in 3 quarters.
  • Barnes Dennig Private Wealth Management's Vistra position peaked at $24K in Q2 2025.
  • 1,313 funds tracked by Wall St. Rank held Vistra as of Q1 2026.

Based on Barnes Dennig Private Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.