N.E.W. Advisory Services’s Vistra VST Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$139K Sell
876
-45
-5% -$6.98K 0.01% 258
2026
Q1
$138K Buy
921
+9
+1% +$1.46K 0.01% 249
2025
Q4
$147K Buy
912
+91
+11% +$16.6K 0.01% 238
2025
Q3
$161K Sell
821
-82
-9% -$16.2K 0.01% 205
2025
Q2
$175K Buy
903
+322
+55% +$47.6K 0.02% 194
2025
Q1
$68.2K Buy
+581
New +$86.8K 0.01% 318

Other funds holding VST

N.E.W. Advisory Services's VST Position: Q2 2026 in Review

N.E.W. Advisory Services reduced its Vistra (VST) stake by 4.9% in Q2 2026, selling an estimated $6.98K and leaving 876 shares worth $139K. The position accounts for 0.01% of the portfolio, ranked #258.

N.E.W. Advisory Services first reported a position in VST in Q1 2025 and has held it in 6 quarters since. The position peaked at $175K in Q2 2025. 881 funds tracked by Wall St. Rank hold VST as of Q2 2026.

  • N.E.W. Advisory Services held 876 shares of Vistra worth $139K as of Q2 2026.
  • N.E.W. Advisory Services sold 45 Vistra shares in Q2 2026, an estimated $6.98K.
  • Vistra made up 0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #258 holding.
  • N.E.W. Advisory Services first reported a position in Vistra in Q1 2025 and has held it in 6 quarters since.
  • N.E.W. Advisory Services's Vistra position peaked at $175K in Q2 2025.
  • 881 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.