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Limestone Investment Advisors’s Vistra VST Stock Holding History

Limestone Investment Advisors’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
-9,568
Closed -$1.54M – 558
2025
Q4 		$1.54M Sell
9,568
-6,262
-40% -$1.14M 0.15% 117
2025
Q3 		$3.1M Hold
15,830
– – 0.25% 67
2025
Q2 		$3.07M Buy
+15,830
New +$2.34M 0.27% 77

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

Limestone Investment Advisors's VST Position: Q1 2026 in Review

Limestone Investment Advisors sold out of Vistra (VST) in Q1 2026, closing a stake of 9,568 shares — an estimated $1.54M sold.

Limestone Investment Advisors first reported a position in VST in Q2 2025 and held it in 3 quarters. The position peaked at $3.1M in Q3 2025. 1,309 funds tracked by Wall St. Rank hold VST as of Q1 2026.

  • Limestone Investment Advisors reported no remaining Vistra position as of Q1 2026 after selling out during the quarter.
  • Limestone Investment Advisors sold 9,568 Vistra shares in Q1 2026, an estimated $1.54M.
  • Limestone Investment Advisors first reported a position in Vistra in Q2 2025 and held it in 3 quarters.
  • Limestone Investment Advisors's Vistra position peaked at $3.1M in Q3 2025.
  • 1,309 funds tracked by Wall St. Rank held Vistra as of Q1 2026.

Based on Limestone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.