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Freedom Investment Management’s Vistra VST Stock Holding History

Freedom Investment 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
2025
Q3 		– Sell
-2,479
Closed -$481K – 707
2025
Q2 		$481K Sell
2,479
-403
-14% -$59.6K 0.04% 457
2025
Q1 		$338K Sell
2,882
-89
-3% -$13.3K 0.03% 548
2024
Q4 		$410K Sell
2,971
-1,405
-32% -$195K 0.03% 484
2024
Q3 		$519K Buy
4,376
+530
+14% +$45K 0.04% 429
2024
Q2 		$331K Buy
+3,846
New +$322K 0.03% 561
2021
Q3 		– Sell
-19,345
Closed -$359K – 915
2021
Q2 		$359K Buy
19,345
+2,491
+15% +$43K 0.03% 641
2021
Q1 		$298K Sell
16,854
-5,509
-25% -$110K 0.02% 675
2020
Q4 		$440K Sell
22,363
-13,731
-38% -$256K 0.05% 369
2020
Q3 		$681K Sell
36,094
-2,716
-7% -$51.2K 0.07% 224
2020
Q2 		$723K Sell
38,810
-7,087
-15% -$134K 0.08% 201
2020
Q1 		$1.02M Sell
45,897
-9,965
-18% -$203K 0.09% 193
2019
Q4 		$1.28M Sell
55,862
-4,529
-7% -$117K 0.11% 175
2019
Q3 		$1.61M Sell
60,391
-13,353
-18% -$318K 0.14% 146
2019
Q2 		$1.67M Sell
73,744
-343
-0.5% -$8.6K 0.14% 150
2019
Q1 		$1.93M Sell
74,087
-27,355
-27% -$690K 0.15% 148
2018
Q4 		$2.32M Sell
101,442
-15,015
-13% -$354K 0.18% 97
2018
Q3 		$2.7M Sell
116,457
-1,284
-1% -$29.5K 0.17% 103
2018
Q2 		$2.79M Buy
+117,741
New +$2.71M 0.17% 99
2017
Q3 		– Sell
-34,256
Closed -$575K – 1154
2017
Q2 		$575K Buy
+34,256
New +$541K 0.03% 509

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 $2.3T AUM 54.33% 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 $1.81T AUM 41.13% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Freedom Investment Management's VST Position: Q3 2025 in Review

Freedom Investment Management sold out of Vistra (VST) in Q3 2025, closing a stake of 2,479 shares — an estimated $481K sold.

Freedom Investment Management first reported a position in VST in Q2 2017 and held it in 19 quarters. The position peaked at $2.79M in Q2 2018. 1,339 funds tracked by Wall St. Rank hold VST as of Q3 2025.

  • Freedom Investment Management reported no remaining Vistra position as of Q3 2025 after selling out during the quarter.
  • Freedom Investment Management sold 2,479 Vistra shares in Q3 2025, an estimated $481K.
  • Freedom Investment Management first reported a position in Vistra in Q2 2017 and held it in 19 quarters.
  • Freedom Investment Management's Vistra position peaked at $2.79M in Q2 2018.
  • 1,339 funds tracked by Wall St. Rank held Vistra as of Q3 2025.

Based on Freedom Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.