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Outlook Wealth Advisors’s Vistra VST Stock Holding History

Outlook Wealth 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
2026
Q1 		$227K Buy
1,511
+70
+5% +$11.3K 0.06% 293
2025
Q4 		$232K Sell
1,441
-88
-6% -$16K 0.05% 281
2025
Q3 		$300K Buy
+1,529
New +$303K 0.07% 232

Other funds holding VST

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Outlook Wealth Advisors's VST Position: Q1 2026 in Review

Outlook Wealth Advisors increased its Vistra (VST) stake by 4.9% in Q1 2026, buying an estimated $11.3K and bringing the position to 1,511 shares worth $227K. The position accounts for 0.06% of the portfolio, ranked #293.

Outlook Wealth Advisors first reported a position in VST in Q3 2025 and has held it in 3 quarters since. The position peaked at $300K in Q3 2025. 1,310 funds tracked by Wall St. Rank hold VST as of Q1 2026.

  • Outlook Wealth Advisors held 1,511 shares of Vistra worth $227K as of Q1 2026.
  • Outlook Wealth Advisors bought 70 Vistra shares in Q1 2026, an estimated $11.3K.
  • Vistra made up 0.06% of Outlook Wealth Advisors's portfolio in Q1 2026, its #293 holding.
  • Outlook Wealth Advisors first reported a position in Vistra in Q3 2025 and has held it in 3 quarters since.
  • Outlook Wealth Advisors's Vistra position peaked at $300K in Q3 2025.
  • 1,310 funds tracked by Wall St. Rank held Vistra as of Q1 2026.

Based on Outlook Wealth Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.