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LeConte Wealth Management’s Vistra VST Stock Holding History

LeConte Wealth 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
2026
Q2 		$289K Sell
1,822
-448
-20% -$69.5K 0.16% 111
2026
Q1 		$341K Buy
2,270
+829
+58% +$134K 0.22% 80
2025
Q4 		$232K Buy
1,441
+123
+9% +$22.4K 0.15% 113
2025
Q3 		$258K Buy
1,318
+229
+21% +$45.4K 0.17% 91
2025
Q2 		$211K Buy
+1,089
New +$161K 0.14% 95

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 $3.37T AUM 44.26% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LeConte Wealth Management's VST Position: Q2 2026 in Review

LeConte Wealth Management reduced its Vistra (VST) stake by 20% in Q2 2026, selling an estimated $69.5K and leaving 1,822 shares worth $289K. The position accounts for 0.16% of the portfolio, ranked #111.

LeConte Wealth Management first reported a position in VST in Q2 2025 and has held it in 5 quarters since. The position peaked at $341K in Q1 2026. 1,406 funds tracked by Wall St. Rank hold VST as of Q2 2026.

  • LeConte Wealth Management held 1,822 shares of Vistra worth $289K as of Q2 2026.
  • LeConte Wealth Management sold 448 Vistra shares in Q2 2026, an estimated $69.5K.
  • Vistra made up 0.16% of LeConte Wealth Management's portfolio in Q2 2026, its #111 holding.
  • LeConte Wealth Management first reported a position in Vistra in Q2 2025 and has held it in 5 quarters since.
  • LeConte Wealth Management's Vistra position peaked at $341K in Q1 2026.
  • 1,406 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

Based on LeConte Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.