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Kestra Investment Management’s Vistra VST Stock Holding History

Kestra Investment 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
Q3 		– Sell
-12,800
Closed -$1.5M – 987
2025
Q2 		$1.5M Hold
12,800
– – 0.02% 218
2025
Q1 		$1.5M Sell
12,800
-629
-5% -$94K 0.05% 123
2024
Q4 		$1.85M Sell
13,429
-2,407
-15% -$334K 0.07% 87
2024
Q3 		$1.88M Buy
15,836
+9,133
+136% +$775K 0.08% 80
2024
Q2 		$576K Buy
+6,703
New +$561K 0.04% 79

Other funds holding VST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Kestra Investment Management's VST Position: Q3 2025 in Review

Kestra Investment Management sold out of Vistra (VST) in Q3 2025, closing a stake of 12,800 shares — an estimated $1.5M sold.

Kestra Investment Management first reported a position in VST in Q2 2024 and held it in 5 quarters. The position peaked at $1.88M in Q3 2024. 1,337 funds tracked by Wall St. Rank hold VST as of Q3 2025.

  • Kestra Investment Management reported no remaining Vistra position as of Q3 2025 after selling out during the quarter.
  • Kestra Investment Management sold 12,800 Vistra shares in Q3 2025, an estimated $1.5M.
  • Kestra Investment Management first reported a position in Vistra in Q2 2024 and held it in 5 quarters.
  • Kestra Investment Management's Vistra position peaked at $1.88M in Q3 2024.
  • 1,337 funds tracked by Wall St. Rank held Vistra as of Q3 2025.

Based on Kestra Investment Management's 13F filing for Q3 2025, filed 17 Nov 2025.