Keener Financial Planning’s Vistra VST Stock Holding History

Keener Financial Planning’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	-290	Closed	-$56K	–	216
2025 Q3	$56K	Hold	290	–	–	0.03%	98
2025 Q2	$56K	Hold	290	–	–	0.03%	95
2025 Q1	$34K	Buy	+290	New	+$43.3K	0.02%	92

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

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

Keener Financial Planning's VST Position: Q4 2025 in Review

Keener Financial Planning sold out of Vistra (VST) in Q4 2025, closing a stake of 290 shares — an estimated $56K sold.

Keener Financial Planning first reported a position in VST in Q1 2025 and held it in 3 quarters. The position peaked at $56K in Q3 2025. 1,341 funds tracked by Wall St. Rank hold VST as of Q4 2025.

Keener Financial Planning reported no remaining Vistra position as of Q4 2025 after selling out during the quarter.
Keener Financial Planning sold 290 Vistra shares in Q4 2025, an estimated $56K.
Keener Financial Planning first reported a position in Vistra in Q1 2025 and held it in 3 quarters.
Keener Financial Planning's Vistra position peaked at $56K in Q3 2025.
1,341 funds tracked by Wall St. Rank held Vistra as of Q4 2025.

Based on Keener Financial Planning's 13F filing for Q4 2025, filed 23 Jan 2026.