NewEdge Wealth’s Vista Energy VIST Stock Holding History

NewEdge Wealth’s Portfolio VIST Stock Details VIST Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-4,472	Closed	-$242K	–	987
2024 Q4	$242K	Sell	4,472 -580	-11%	-$29.9K	﹤0.01%	827
2024 Q3	$223K	Buy	+5,052	New	+$237K	﹤0.01%	810

Other funds holding VIST

AMCI

Al Mehwar Commercial Investments Abu Dhabi, United Arab Emirates $624M AUM 10.07% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

OCM

Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

DCM

Discovery Capital Management South Norwalk, Connecticut $1.92B AUM 218.96% 1-Year Est. Return

NewEdge Wealth's VIST Position: Q1 2025 in Review

NewEdge Wealth sold out of Vista Energy (VIST) in Q1 2025, closing a stake of 4,472 shares — an estimated $242K sold.

NewEdge Wealth first reported a position in VIST in Q3 2024 and held it in 2 quarters. The position peaked at $242K in Q4 2024. 159 funds tracked by Wall St. Rank hold VIST as of Q1 2025.

NewEdge Wealth reported no remaining Vista Energy position as of Q1 2025 after selling out during the quarter.
NewEdge Wealth sold 4,472 Vista Energy shares in Q1 2025, an estimated $242K.
NewEdge Wealth first reported a position in Vista Energy in Q3 2024 and held it in 2 quarters.
NewEdge Wealth's Vista Energy position peaked at $242K in Q4 2024.
159 funds tracked by Wall St. Rank held Vista Energy as of Q1 2025.

Based on NewEdge Wealth's 13F filing for Q1 2025, filed 9 May 2025.