Longbow Finance’s Vistra VST Stock Holding History

Longbow Finance’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
2025 Q3	–	Sell	-38,500	Closed	-$7.46M	–	78
2025 Q2	$7.46M	Sell	38,500 -48,155	-56%	-$7.13M	0.8%	46
2025 Q1	$10.2M	Hold	86,655	–	–	1.22%	22
2024 Q4	$11.9M	Buy	+86,655	New	+$12M	1.31%	18

Other funds holding VST

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Longbow Finance's VST Position: Q3 2025 in Review

Longbow Finance sold out of Vistra (VST) in Q3 2025, closing a stake of 38,500 shares — an estimated $7.46M sold.

Longbow Finance first reported a position in VST in Q4 2024 and held it in 3 quarters. The position peaked at $11.9M in Q4 2024. 1,337 funds tracked by Wall St. Rank hold VST as of Q3 2025.

Longbow Finance reported no remaining Vistra position as of Q3 2025 after selling out during the quarter.
Longbow Finance sold 38,500 Vistra shares in Q3 2025, an estimated $7.46M.
Longbow Finance first reported a position in Vistra in Q4 2024 and held it in 3 quarters.
Longbow Finance's Vistra position peaked at $11.9M in Q4 2024.
1,337 funds tracked by Wall St. Rank held Vistra as of Q3 2025.

Based on Longbow Finance's 13F filing for Q3 2025, filed 6 Nov 2025.