FEM
VST icon

Fulcrum Equity Management’s Vistra VST Stock Holding History

Fulcrum Equity 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
Q1 		– Sell
-6,602
Closed -$910K – 126
2024
Q4 		$910K Sell
6,602
-6,947
-51% -$965K 0.9% 35
2024
Q3 		$1.61M Buy
13,549
+364
+3% +$30.9K 1.36% 9
2024
Q2 		$1.13M Sell
13,185
-490
-4% -$41K 1.02% 33
2024
Q1 		$952K Buy
13,675
+91
+0.7% +$4.5K 1.12% 31
2023
Q4 		$523K Sell
13,584
-192
-1% -$6.68K 0.65% 39
2023
Q3 		$457K Sell
13,776
-2
-0% -$60 0.54% 49
2023
Q2 		$362K Buy
+13,778
New +$337K 0.42% 64

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fulcrum Equity Management's VST Position: Q1 2025 in Review

Fulcrum Equity Management sold out of Vistra (VST) in Q1 2025, closing a stake of 6,602 shares — an estimated $910K sold.

Fulcrum Equity Management first reported a position in VST in Q2 2023 and held it in 7 quarters. The position peaked at $1.61M in Q3 2024. 1,118 funds tracked by Wall St. Rank hold VST as of Q1 2025.

  • Fulcrum Equity Management reported no remaining Vistra position as of Q1 2025 after selling out during the quarter.
  • Fulcrum Equity Management sold 6,602 Vistra shares in Q1 2025, an estimated $910K.
  • Fulcrum Equity Management first reported a position in Vistra in Q2 2023 and held it in 7 quarters.
  • Fulcrum Equity Management's Vistra position peaked at $1.61M in Q3 2024.
  • 1,118 funds tracked by Wall St. Rank held Vistra as of Q1 2025.

Based on Fulcrum Equity Management's 13F filing for Q1 2025, filed 1 May 2025.