LeConte Wealth Management
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
Q3 		$316K Buy
2,285
+463
+25% +$68.1K 0.17% 116
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
W.H. Reaves & Co
W.H. Reaves & Co Jersey City, New Jersey $5.54B AUM 1.09% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return

LeConte Wealth Management's VST Position: Q3 2026 in Review

LeConte Wealth Management increased its Vistra (VST) stake by 25% in Q3 2026, buying an estimated $68.1K and bringing the position to 2,285 shares worth $316K. The position accounts for 0.17% of the portfolio, ranked #116.

LeConte Wealth Management first reported a position in VST in Q2 2025 and has held it in 6 quarters since. The position peaked at $341K in Q1 2026. 840 funds tracked by Wall St. Rank hold VST as of Q3 2026.

  • LeConte Wealth Management held 2,285 shares of Vistra worth $316K as of Q3 2026.
  • LeConte Wealth Management bought 463 Vistra shares in Q3 2026, an estimated $68.1K.
  • Vistra made up 0.17% of LeConte Wealth Management's portfolio in Q3 2026, its #116 holding.
  • LeConte Wealth Management first reported a position in Vistra in Q2 2025 and has held it in 6 quarters since.
  • LeConte Wealth Management's Vistra position peaked at $341K in Q1 2026.
  • 840 funds tracked by Wall St. Rank held Vistra as of Q3 2026.

Based on LeConte Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.