Net Worth Advisory Group’s Vistra VST Stock Holding History

Net Worth Advisory Group’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	-3,205	Closed	-$517K	–	479
2025 Q4	$517K	Buy	+3,205	New	+$584K	0.1%	201
2025 Q3	–	Sell	-2,001	Closed	-$388K	–	496
2025 Q2	$388K	Sell	2,001 -3,341	-63%	-$494K	0.09%	240
2025 Q1	$627K	Sell	5,342 -501	-9%	-$74.9K	0.2%	119
2024 Q4	$806K	Sell	5,843 -1,365	-19%	-$190K	0.24%	81
2024 Q3	$854K	Buy	+7,208	New	+$612K	0.25%	70

Other funds holding VST

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Net Worth Advisory Group's VST Position: Q1 2026 in Review

Net Worth Advisory Group sold out of Vistra (VST) in Q1 2026, closing a stake of 3,205 shares — an estimated $517K sold.

Net Worth Advisory Group first reported a position in VST in Q3 2024 and held it in 5 quarters. The position peaked at $854K in Q3 2024. 1,316 funds tracked by Wall St. Rank hold VST as of Q1 2026.

Net Worth Advisory Group reported no remaining Vistra position as of Q1 2026 after selling out during the quarter.
Net Worth Advisory Group sold 3,205 Vistra shares in Q1 2026, an estimated $517K.
Net Worth Advisory Group first reported a position in Vistra in Q3 2024 and held it in 5 quarters.
Net Worth Advisory Group's Vistra position peaked at $854K in Q3 2024.
1,316 funds tracked by Wall St. Rank held Vistra as of Q1 2026.

Based on Net Worth Advisory Group's 13F filing for Q1 2026, filed 5 May 2026.