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Brookwood Investment Group’s Vistra VST Stock Holding History

Brookwood Investment Group’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
Q2 		$845K Buy
+5,327
New +$826K 0.1% 207

Other funds holding VST

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Brookwood Investment Group's VST Position: Q2 2026 in Review

Brookwood Investment Group opened a new position in Vistra (VST) in Q2 2026: 5,327 shares worth $845K. The stake represents 0.1% of the portfolio and ranks #207 among its holdings.

1,402 funds tracked by Wall St. Rank hold VST as of Q2 2026.

  • Brookwood Investment Group held 5,327 shares of Vistra worth $845K as of Q2 2026.
  • Vistra was a new Brookwood Investment Group position in Q2 2026.
  • Vistra made up 0.1% of Brookwood Investment Group's portfolio in Q2 2026, its #207 holding.
  • 1,402 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

Based on Brookwood Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.