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Dogwood Wealth Management’s Vistra VST Stock Holding History

Dogwood 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
2026
Q2 		$11.6K Buy
73
+36
+97% +$5.58K ﹤0.01% 349
2026
Q1 		$5.56K Sell
37
-65
-64% -$10.5K ﹤0.01% 452
2025
Q4 		$16.5K Buy
102
+73
+252% +$13.3K 0.01% 226
2025
Q3 		$5.68K Sell
29
-69
-70% -$13.7K ﹤0.01% 375
2025
Q2 		$18.7K Buy
98
+22
+29% +$3.25K 0.01% 185
2025
Q1 		$8.96K Buy
76
+2
+3% +$299 ﹤0.01% 200
2024
Q4 		$10.2K Buy
+74
New +$10.3K 0.01% 183

Other funds holding VST

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Dogwood Wealth Management's VST Position: Q2 2026 in Review

Dogwood Wealth Management increased its Vistra (VST) stake by 97% in Q2 2026, buying an estimated $5.58K and bringing the position to 73 shares worth $11.6K. The position accounts for ﹤0.01% of the portfolio, ranked #349.

Dogwood Wealth Management first reported a position in VST in Q4 2024 and has held it in 7 quarters since. The position peaked at $18.7K in Q2 2025. 1,400 funds tracked by Wall St. Rank hold VST as of Q2 2026.

  • Dogwood Wealth Management held 73 shares of Vistra worth $11.6K as of Q2 2026.
  • Dogwood Wealth Management bought 36 Vistra shares in Q2 2026, an estimated $5.58K.
  • Vistra made up ﹤0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #349 holding.
  • Dogwood Wealth Management first reported a position in Vistra in Q4 2024 and has held it in 7 quarters since.
  • Dogwood Wealth Management's Vistra position peaked at $18.7K in Q2 2025.
  • 1,400 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.