PWMAI
VST icon

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Vistra VST Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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
-62
Closed -$12.1K – 605
2025
Q3 		$12.1K Buy
+62
New +$12.3K ﹤0.01% 393
2024
Q2 		– Sell
-160
Closed -$11.1K – 380
2024
Q1 		$11.1K Buy
+160
New +$7.92K 0.01% 275

Other funds holding VST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $315B AUM 27.84% 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

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s VST Position: Q4 2025 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of Vistra (VST) in Q4 2025, closing a stake of 62 shares — an estimated $12.1K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in VST in Q1 2024 and held it in 2 quarters. The position peaked at $12.1K in Q3 2025. 1,338 funds tracked by Wall St. Rank hold VST as of Q4 2025.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining Vistra position as of Q4 2025 after selling out during the quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 62 Vistra shares in Q4 2025, an estimated $12.1K.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Vistra in Q1 2024 and held it in 2 quarters.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Vistra position peaked at $12.1K in Q3 2025.
  • 1,338 funds tracked by Wall St. Rank held Vistra as of Q4 2025.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q4 2025, filed 7 Aug 2026.