Cornerstone Planning Group
VST icon

Cornerstone Planning Group’s Vistra VST Stock Holding History

Cornerstone Planning 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
Q3 		– Sell
-92
Closed -$15.4K – 1677
2026
Q2 		$15.4K Buy
92
+5
+6% +$776 ﹤0.01% 756
2026
Q1 		$13.8K Buy
87
+3
+4% +$486 ﹤0.01% 802
2025
Q4 		$14K Sell
84
-578
-87% -$105K ﹤0.01% 698
2025
Q3 		$24.8K Buy
662
+585
+760% +$116K ﹤0.01% 514
2025
Q2 		$16.2K Buy
77
+19
+33% +$2.81K ﹤0.01% 457
2025
Q1 		$7.01K Buy
58
+22
+61% +$3.29K ﹤0.01% 648
2024
Q4 		$4.98K Buy
36
+4
+13% +$555 ﹤0.01% 578
2024
Q3 		$4.1K Buy
32
+14
+78% +$1.19K ﹤0.01% 610
2024
Q2 		$1.22K Hold
18
– – ﹤0.01% 894
2024
Q1 		$1.41K Buy
18
+1
+6% +$49 ﹤0.01% 719
2023
Q4 		$659 Hold
17
– – ﹤0.01% 756
2023
Q3 		$564 Buy
+17
New +$510 ﹤0.01% 877

Other funds holding VST

Egerton Capital (UK)
Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return
Sapient Capital
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
Two Seas Capital
Two Seas Capital Rye, New York $8.68B AUM 78.08% 1-Year Est. Return
Segra Capital Management
Segra Capital Management Palm Beach, Florida $987M AUM 57.18% 1-Year Est. Return
Kapitalo Investimentos
Kapitalo Investimentos Sao Paulo, Brazil $881M AUM 17.43% 1-Year Est. Return
Guyasuta Investment Advisors
Guyasuta Investment Advisors Pittsburgh, Pennsylvania $1.91B AUM 26.66% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Oak Grove Capital
Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return
Kirr Marbach & Co
Kirr Marbach & Co Columbus, Indiana $530M AUM 14.37% 1-Year Est. Return
Northside Capital Management
Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return

Cornerstone Planning Group's VST Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Vistra (VST) in Q3 2026, closing a stake of 92 shares — an estimated $15.4K sold.

Cornerstone Planning Group first reported a position in VST in Q3 2023 and held it in 12 quarters. The position peaked at $24.8K in Q3 2025. 280 funds tracked by Wall St. Rank hold VST as of Q3 2026.

  • Cornerstone Planning Group reported no remaining Vistra position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 92 Vistra shares in Q3 2026, an estimated $15.4K.
  • Cornerstone Planning Group first reported a position in Vistra in Q3 2023 and held it in 12 quarters.
  • Cornerstone Planning Group's Vistra position peaked at $24.8K in Q3 2025.
  • 280 funds tracked by Wall St. Rank held Vistra as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.