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Gladstone Institutional Advisory’s Vistra VST Stock Holding History

Gladstone Institutional Advisory’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
-2,996
Closed -$581K – 825
2025
Q2 		$581K Buy
+2,996
New +$443K 0.02% 456
2024
Q3 		– Sell
-7,892
Closed -$679K – 731
2024
Q2 		$679K Buy
7,892
+31
+0.4% +$2.59K 0.04% 370
2024
Q1 		$548K Buy
7,861
+672
+9% +$33.2K 0.03% 392
2023
Q4 		$277K Buy
+7,189
New +$250K 0.02% 543

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

Gladstone Institutional Advisory's VST Position: Q3 2025 in Review

Gladstone Institutional Advisory sold out of Vistra (VST) in Q3 2025, closing a stake of 2,996 shares — an estimated $581K sold.

Gladstone Institutional Advisory first reported a position in VST in Q4 2023 and held it in 4 quarters. The position peaked at $679K in Q2 2024. 1,339 funds tracked by Wall St. Rank hold VST as of Q3 2025.

  • Gladstone Institutional Advisory reported no remaining Vistra position as of Q3 2025 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 2,996 Vistra shares in Q3 2025, an estimated $581K.
  • Gladstone Institutional Advisory first reported a position in Vistra in Q4 2023 and held it in 4 quarters.
  • Gladstone Institutional Advisory's Vistra position peaked at $679K in Q2 2024.
  • 1,339 funds tracked by Wall St. Rank held Vistra as of Q3 2025.

Based on Gladstone Institutional Advisory's 13F filing for Q3 2025, filed 22 Oct 2025.