Pension & Wealth Management Advisors’s Vistra VST Stock Holding History

Pension & Wealth Management 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	-62	Closed	-$12.1K	–	605
2025 Q3	$12.1K	Buy	+62	New	+$12.3K	﹤0.01%	393
2024 Q2	–	Sell	-160	Closed	-$11.1K	–	380
2024 Q1	$11.1K	Buy	+160	New	+$7.92K	0.01%	275

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 $1.9T AUM 41.92% 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 $12.5B AUM 54.4% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Pension & Wealth Management Advisors's VST Position: Q4 2025 in Review

Pension & Wealth Management Advisors sold out of Vistra (VST) in Q4 2025, closing a stake of 62 shares — an estimated $12.1K sold.

Pension & Wealth Management Advisors first reported a position in VST in Q1 2024 and held it in 2 quarters. The position peaked at $12.1K in Q3 2025. 1,339 funds tracked by Wall St. Rank hold VST as of Q4 2025.

Pension & Wealth Management Advisors reported no remaining Vistra position as of Q4 2025 after selling out during the quarter.
Pension & Wealth Management Advisors sold 62 Vistra shares in Q4 2025, an estimated $12.1K.
Pension & Wealth Management Advisors first reported a position in Vistra in Q1 2024 and held it in 2 quarters.
Pension & Wealth Management Advisors's Vistra position peaked at $12.1K in Q3 2025.
1,339 funds tracked by Wall St. Rank held Vistra as of Q4 2025.

Based on Pension & Wealth Management Advisors's 13F filing for Q4 2025, filed 7 Aug 2026.