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Petra Financial Advisors’s Vistra VST Stock Holding History

Petra Financial 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 		– Sell
-3,203
Closed -$517K – 149
2025
Q4 		$517K Sell
3,203
-207
-6% -$37.7K 0.3% 87
2025
Q3 		$668K Buy
3,410
+131
+4% +$26K 0.39% 71
2025
Q2 		$636K Buy
3,279
+763
+30% +$113K 0.4% 64
2025
Q1 		$295K Sell
2,516
-3,974
-61% -$594K 0.24% 88
2024
Q4 		$895K Sell
6,490
-72
-1% -$10K 0.61% 39
2024
Q3 		$778K Buy
6,562
+808
+14% +$68.6K 0.51% 56
2024
Q2 		$495K Buy
+5,754
New +$482K 0.36% 76

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

Petra Financial Advisors's VST Position: Q1 2026 in Review

Petra Financial Advisors sold out of Vistra (VST) in Q1 2026, closing a stake of 3,203 shares — an estimated $517K sold.

Petra Financial Advisors first reported a position in VST in Q2 2024 and held it in 7 quarters. The position peaked at $895K in Q4 2024. 1,309 funds tracked by Wall St. Rank hold VST as of Q1 2026.

  • Petra Financial Advisors reported no remaining Vistra position as of Q1 2026 after selling out during the quarter.
  • Petra Financial Advisors sold 3,203 Vistra shares in Q1 2026, an estimated $517K.
  • Petra Financial Advisors first reported a position in Vistra in Q2 2024 and held it in 7 quarters.
  • Petra Financial Advisors's Vistra position peaked at $895K in Q4 2024.
  • 1,309 funds tracked by Wall St. Rank held Vistra as of Q1 2026.

Based on Petra Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.