Jackson Wealth Management’s Vistra VST Stock Holding History

Jackson Wealth 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 Q4	–	Sell	-2,594	Closed	-$508K	–	162
2025 Q3	$508K	Buy	+2,594	New	+$514K	0.05%	113

Other funds holding VST

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

Jackson Wealth Management's VST Position: Q4 2025 in Review

Jackson Wealth Management sold out of Vistra (VST) in Q4 2025, closing a stake of 2,594 shares — an estimated $508K sold.

Jackson Wealth Management first reported a position in VST in Q3 2025 and held it in 1 quarter. The position peaked at $508K in Q3 2025. 1,341 funds tracked by Wall St. Rank hold VST as of Q4 2025.

Jackson Wealth Management reported no remaining Vistra position as of Q4 2025 after selling out during the quarter.
Jackson Wealth Management sold 2,594 Vistra shares in Q4 2025, an estimated $508K.
Jackson Wealth Management first reported a position in Vistra in Q3 2025 and held it in 1 quarter.
Jackson Wealth Management's Vistra position peaked at $508K in Q3 2025.
1,341 funds tracked by Wall St. Rank held Vistra as of Q4 2025.

Based on Jackson Wealth Management's 13F filing for Q4 2025, filed 20 Jan 2026.