LWM
VST icon

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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LeConte Wealth Management's VST Position: Q1 2026 in Review

LeConte Wealth Management increased its Vistra (VST) stake by 58% in Q1 2026, buying an estimated $134K and bringing the position to 2,270 shares worth $341K. The position accounts for 0.22% of the portfolio, ranked #80.

LeConte Wealth Management first reported a position in VST in Q2 2025 and has held it in 4 quarters since. 1,310 funds tracked by Wall St. Rank hold VST as of Q1 2026.

  • LeConte Wealth Management held 2,270 shares of Vistra worth $341K as of Q1 2026.
  • LeConte Wealth Management bought 829 Vistra shares in Q1 2026, an estimated $134K.
  • Vistra made up 0.22% of LeConte Wealth Management's portfolio in Q1 2026, its #80 holding.
  • LeConte Wealth Management first reported a position in Vistra in Q2 2025 and has held it in 4 quarters since.
  • 1,310 funds tracked by Wall St. Rank held Vistra as of Q1 2026.

Based on LeConte Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.