MAM
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Morse Asset Management’s Vistra VST Stock Holding History

Morse Asset 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 		$3.53M Sell
23,494
-199
-0.8% -$32.2K 0.73% 43
2025
Q4 		$3.82M Sell
23,693
-1,177
-5% -$214K 0.76% 38
2025
Q3 		$4.87M Buy
24,870
+162
+0.7% +$32.1K 0.97% 30
2025
Q2 		$4.79M Sell
24,708
-2,364
-9% -$350K 1.05% 27
2025
Q1 		$3.18M Buy
27,072
+7,060
+35% +$1.05M 0.8% 36
2024
Q4 		$2.76M Buy
20,012
+14,687
+276% +$2.04M 0.63% 45
2024
Q3 		$631K Buy
+5,325
New +$452K 0.14% 119

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

Morse Asset Management's VST Position: Q1 2026 in Review

Morse Asset Management reduced its Vistra (VST) stake by 0.84% in Q1 2026, selling an estimated $32.2K and leaving 23,494 shares worth $3.53M. The position accounts for 0.73% of the portfolio, ranked #43.

Morse Asset Management first reported a position in VST in Q3 2024 and has held it in 7 quarters since. The position peaked at $4.87M in Q3 2025. 1,309 funds tracked by Wall St. Rank hold VST as of Q1 2026.

  • Morse Asset Management held 23,494 shares of Vistra worth $3.53M as of Q1 2026.
  • Morse Asset Management sold 199 Vistra shares in Q1 2026, an estimated $32.2K.
  • Vistra made up 0.73% of Morse Asset Management's portfolio in Q1 2026, its #43 holding.
  • Morse Asset Management first reported a position in Vistra in Q3 2024 and has held it in 7 quarters since.
  • Morse Asset Management's Vistra position peaked at $4.87M in Q3 2025.
  • 1,309 funds tracked by Wall St. Rank held Vistra as of Q1 2026.

Based on Morse Asset Management's 13F filing for Q1 2026, filed 14 May 2026.