Next Level Wealth Planning’s Vistra VST Stock Holding History

Next Level Wealth Planning’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 Q3	$24.3K	Buy	+176	New	+$25.9K	0.01%	244

Other funds holding VST

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

W.H. Reaves & Co Jersey City, New Jersey $5.54B AUM 1.09% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Next Level Wealth Planning's VST Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in Vistra (VST) in Q3 2026: 176 shares worth $24.3K. The stake represents 0.01% of the portfolio and ranks #244 among its holdings.

712 funds tracked by Wall St. Rank hold VST as of Q3 2026.

Next Level Wealth Planning held 176 shares of Vistra worth $24.3K as of Q3 2026.
Vistra was a new Next Level Wealth Planning position in Q3 2026.
Vistra made up 0.01% of Next Level Wealth Planning's portfolio in Q3 2026, its #244 holding.
712 funds tracked by Wall St. Rank held Vistra as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.