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 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	$4.09K	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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments

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

Geode Capital Management

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return