Brown Miller Wealth Management’s Vistra VST Stock Holding History

Brown Miller 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
2025 Q4	–	Sell	-1,557	Closed	-$305K	–	203
2025 Q3	$305K	Buy	+1,557	New	+$309K	0.09%	164

Other funds holding VST

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

Norges Bank Oslo, Norway $935B AUM

Brown Miller Wealth Management's VST Position: Q4 2025 in Review

Brown Miller Wealth Management sold out of Vistra (VST) in Q4 2025, closing a stake of 1,557 shares — an estimated $305K sold.

Brown Miller Wealth Management first reported a position in VST in Q3 2025 and held it in 1 quarter. The position peaked at $305K in Q3 2025. 1,338 funds tracked by Wall St. Rank hold VST as of Q4 2025.

Brown Miller Wealth Management reported no remaining Vistra position as of Q4 2025 after selling out during the quarter.
Brown Miller Wealth Management sold 1,557 Vistra shares in Q4 2025, an estimated $305K.
Brown Miller Wealth Management first reported a position in Vistra in Q3 2025 and held it in 1 quarter.
Brown Miller Wealth Management's Vistra position peaked at $305K in Q3 2025.
1,338 funds tracked by Wall St. Rank held Vistra as of Q4 2025.

Based on Brown Miller Wealth Management's 13F filing for Q4 2025, filed 23 Jan 2026.