Horizon Investment Services’s Vistra VST Stock Holding History

Horizon Investment Services’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	-1,254	Closed	-$246K	–	149
2025 Q3	$246K	Hold	1,254	–	–	0.09%	115
2025 Q2	$243K	Buy	+1,254	New	+$186K	0.11%	102
2024 Q3	–	Sell	-8,247	Closed	-$709K	–	136
2024 Q2	$709K	Sell	8,247 -664	-7%	-$55.6K	0.33%	62
2024 Q1	$621K	Buy	8,911 +3,140	+54%	+$155K	0.3%	67
2023 Q4	$222K	Buy	+5,771	New	+$201K	0.12%	104

Other funds holding VST

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Horizon Investment Services's VST Position: Q4 2025 in Review

Horizon Investment Services sold out of Vistra (VST) in Q4 2025, closing a stake of 1,254 shares — an estimated $246K sold.

Horizon Investment Services first reported a position in VST in Q4 2023 and held it in 5 quarters. The position peaked at $709K in Q2 2024. 1,336 funds tracked by Wall St. Rank hold VST as of Q4 2025.

Horizon Investment Services reported no remaining Vistra position as of Q4 2025 after selling out during the quarter.
Horizon Investment Services sold 1,254 Vistra shares in Q4 2025, an estimated $246K.
Horizon Investment Services first reported a position in Vistra in Q4 2023 and held it in 5 quarters.
Horizon Investment Services's Vistra position peaked at $709K in Q2 2024.
1,336 funds tracked by Wall St. Rank held Vistra as of Q4 2025.

Based on Horizon Investment Services's 13F filing for Q4 2025, filed 13 Feb 2026.