Key Financial Inc’s Vistra VST Stock Holding History

Key Financial Inc’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	-12	Closed	-$2.42K	–	1513
2025 Q3	$2.42K	Hold	12	–	–	﹤0.01%	1163
2025 Q2	$2.33K	Hold	12	–	–	﹤0.01%	1167
2025 Q1	$1.41K	Hold	12	–	–	﹤0.01%	1189
2024 Q4	$1.65K	Buy	+12	New	+$1.67K	﹤0.01%	1171

Other funds holding VST

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

LPC

Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Key Financial Inc's VST Position: Q4 2025 in Review

Key Financial Inc sold out of Vistra (VST) in Q4 2025, closing a stake of 12 shares — an estimated $2.42K sold.

Key Financial Inc first reported a position in VST in Q4 2024 and held it in 4 quarters. The position peaked at $2.42K in Q3 2025. 1,337 funds tracked by Wall St. Rank hold VST as of Q4 2025.

Key Financial Inc reported no remaining Vistra position as of Q4 2025 after selling out during the quarter.
Key Financial Inc sold 12 Vistra shares in Q4 2025, an estimated $2.42K.
Key Financial Inc first reported a position in Vistra in Q4 2024 and held it in 4 quarters.
Key Financial Inc's Vistra position peaked at $2.42K in Q3 2025.
1,337 funds tracked by Wall St. Rank held Vistra as of Q4 2025.

Based on Key Financial Inc's 13F filing for Q4 2025, filed 9 Feb 2026.