Outlook Wealth Advisors
VST icon

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
Q3 		– Sell
-1,520
Closed -$241K – 328
2026
Q2 		$241K Buy
1,520
+9
+0.6% +$1.4K 0.05% 282
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

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Egerton Capital (UK)
Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.92% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Outlook Wealth Advisors's VST Position: Q3 2026 in Review

Outlook Wealth Advisors sold out of Vistra (VST) in Q3 2026, closing a stake of 1,520 shares — an estimated $241K sold.

Outlook Wealth Advisors first reported a position in VST in Q3 2025 and held it in 4 quarters. The position peaked at $300K in Q3 2025. 688 funds tracked by Wall St. Rank hold VST as of Q3 2026.

  • Outlook Wealth Advisors reported no remaining Vistra position as of Q3 2026 after selling out during the quarter.
  • Outlook Wealth Advisors sold 1,520 Vistra shares in Q3 2026, an estimated $241K.
  • Outlook Wealth Advisors first reported a position in Vistra in Q3 2025 and held it in 4 quarters.
  • Outlook Wealth Advisors's Vistra position peaked at $300K in Q3 2025.
  • 688 funds tracked by Wall St. Rank held Vistra as of Q3 2026.

Based on Outlook Wealth Advisors's 13F filing for Q3 2026, filed 28 Oct 2026.