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Consolidated Planning Corp’s Vistra VST Stock Holding History

Consolidated Planning Corp’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
-18,111
Closed -$3.55M – 218
2025
Q3 		$3.55M Buy
+18,111
New +$3.59M 0.37% 80
2021
Q4 		– Sell
-1
Closed – – 441
2021
Q3 		$0 Buy
+1
New +$18 ﹤0.01% 496

Other funds holding VST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Consolidated Planning Corp's VST Position: Q4 2025 in Review

Consolidated Planning Corp sold out of Vistra (VST) in Q4 2025, closing a stake of 18,111 shares — an estimated $3.55M sold.

Consolidated Planning Corp first reported a position in VST in Q3 2021 and held it in 2 quarters. The position peaked at $3.55M in Q3 2025. 1,336 funds tracked by Wall St. Rank hold VST as of Q4 2025.

  • Consolidated Planning Corp reported no remaining Vistra position as of Q4 2025 after selling out during the quarter.
  • Consolidated Planning Corp sold 18,111 Vistra shares in Q4 2025, an estimated $3.55M.
  • Consolidated Planning Corp first reported a position in Vistra in Q3 2021 and held it in 2 quarters.
  • Consolidated Planning Corp's Vistra position peaked at $3.55M in Q3 2025.
  • 1,336 funds tracked by Wall St. Rank held Vistra as of Q4 2025.

Based on Consolidated Planning Corp's 13F filing for Q4 2025, filed 28 Jan 2026.