Capital Wealth Planning’s Vistra VST Stock Holding History

Capital Wealth Planning’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	-20,131	Closed	-$3.25M	–	180
2025 Q4	$3.25M	Buy	+20,131	New	+$3.67M	0.02%	107

Other funds holding VST

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Capital Wealth Planning's VST Position: Q1 2026 in Review

Capital Wealth Planning sold out of Vistra (VST) in Q1 2026, closing a stake of 20,131 shares — an estimated $3.25M sold.

Capital Wealth Planning first reported a position in VST in Q4 2025 and held it in 1 quarter. The position peaked at $3.25M in Q4 2025. 1,320 funds tracked by Wall St. Rank hold VST as of Q1 2026.

Capital Wealth Planning reported no remaining Vistra position as of Q1 2026 after selling out during the quarter.
Capital Wealth Planning sold 20,131 Vistra shares in Q1 2026, an estimated $3.25M.
Capital Wealth Planning first reported a position in Vistra in Q4 2025 and held it in 1 quarter.
Capital Wealth Planning's Vistra position peaked at $3.25M in Q4 2025.
1,320 funds tracked by Wall St. Rank held Vistra as of Q1 2026.

Based on Capital Wealth Planning's 13F filing for Q1 2026, filed 15 May 2026.