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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
Q2 		– Sell
-12,800
Closed -$1.5M – 975
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 $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
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
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Kestra Investment Management's VST Position: Q2 2025 in Review

Kestra Investment Management sold out of Vistra (VST) in Q2 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 4 quarters. The position peaked at $1.88M in Q3 2024. 1,274 funds tracked by Wall St. Rank hold VST as of Q2 2025.

  • Kestra Investment Management reported no remaining Vistra position as of Q2 2025 after selling out during the quarter.
  • Kestra Investment Management sold 12,800 Vistra shares in Q2 2025, an estimated $1.5M.
  • Kestra Investment Management first reported a position in Vistra in Q2 2024 and held it in 4 quarters.
  • Kestra Investment Management's Vistra position peaked at $1.88M in Q3 2024.
  • 1,274 funds tracked by Wall St. Rank held Vistra as of Q2 2025.

Based on Kestra Investment Management's 13F filing for Q2 2025, filed 15 Aug 2025.