O'Neil Global Advisors’s Vistra VST Stock Holding History

O'Neil Global Advisors’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
2025 Q4	–	Sell	-83,482	Closed	-$16.4M	–	80
2025 Q3	$16.4M	Buy	+83,482	New	+$16.5M	3.01%	10
2024 Q3	–	Sell	-46,435	Closed	-$3.99M	–	83
2024 Q2	$3.99M	Buy	+46,435	New	+$3.89M	1.88%	13

Other funds holding VST

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

LPC

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

Norges Bank Oslo, Norway $1T AUM

O'Neil Global Advisors's VST Position: Q4 2025 in Review

O'Neil Global Advisors sold out of Vistra (VST) in Q4 2025, closing a stake of 83,482 shares — an estimated $16.4M sold.

O'Neil Global Advisors first reported a position in VST in Q2 2024 and held it in 2 quarters. The position peaked at $16.4M in Q3 2025. 1,339 funds tracked by Wall St. Rank hold VST as of Q4 2025.

O'Neil Global Advisors reported no remaining Vistra position as of Q4 2025 after selling out during the quarter.
O'Neil Global Advisors sold 83,482 Vistra shares in Q4 2025, an estimated $16.4M.
O'Neil Global Advisors first reported a position in Vistra in Q2 2024 and held it in 2 quarters.
O'Neil Global Advisors's Vistra position peaked at $16.4M in Q3 2025.
1,339 funds tracked by Wall St. Rank held Vistra as of Q4 2025.

Based on O'Neil Global Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.