JDM Financial Group’s Vistra VST Stock Holding History

JDM Financial Group’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 Q2	–	Sell	-6	Closed	-$705	–	306
2025 Q1	$705	Hold	6	–	–	﹤0.01%	289
2024 Q4	$827	Hold	6	–	–	﹤0.01%	309
2024 Q3	$711	Buy	+6	New	+$509	﹤0.01%	366

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 $3.38T AUM 44.17% 1-Year Est. Return

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

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

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

LPC

Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

JDM Financial Group's VST Position: Q2 2025 in Review

JDM Financial Group sold out of Vistra (VST) in Q2 2025, closing a stake of 6 shares — an estimated $705 sold.

JDM Financial Group first reported a position in VST in Q3 2024 and held it in 3 quarters. The position peaked at $827 in Q4 2024. 1,274 funds tracked by Wall St. Rank hold VST as of Q2 2025.

JDM Financial Group reported no remaining Vistra position as of Q2 2025 after selling out during the quarter.
JDM Financial Group sold 6 Vistra shares in Q2 2025, an estimated $705.
JDM Financial Group first reported a position in Vistra in Q3 2024 and held it in 3 quarters.
JDM Financial Group's Vistra position peaked at $827 in Q4 2024.
1,274 funds tracked by Wall St. Rank held Vistra as of Q2 2025.

Based on JDM Financial Group's 13F filing for Q2 2025, filed 4 Aug 2025.