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Laurel Wealth Advisors (North Carolina)’s Vistra VST Stock Holding History

Laurel Wealth Advisors (North Carolina)’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
2026
Q1 		– Sell
-1
Closed -$162 – 652
2025
Q4 		$162 Buy
+1
New +$182 ﹤0.01% 685
2025
Q2 		– Sell
-1
Closed -$118 – 665
2025
Q1 		$118 Hold
1
– – ﹤0.01% 684
2024
Q4 		$138 Buy
+1
New +$139 ﹤0.01% 713

Other funds holding VST

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s VST Position: Q1 2026 in Review

Laurel Wealth Advisors (North Carolina) sold out of Vistra (VST) in Q1 2026, closing a stake of 1 share — an estimated $162 sold.

Laurel Wealth Advisors (North Carolina) first reported a position in VST in Q4 2024 and held it in 3 quarters. The position peaked at $162 in Q4 2025. 1,320 funds tracked by Wall St. Rank hold VST as of Q1 2026.

  • Laurel Wealth Advisors (North Carolina) reported no remaining Vistra position as of Q1 2026 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 1 Vistra share in Q1 2026, an estimated $162.
  • Laurel Wealth Advisors (North Carolina) first reported a position in Vistra in Q4 2024 and held it in 3 quarters.
  • Laurel Wealth Advisors (North Carolina)'s Vistra position peaked at $162 in Q4 2025.
  • 1,320 funds tracked by Wall St. Rank held Vistra as of Q1 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 13 May 2026.