Pinnacle Wealth Management’s Vistra VST Stock Holding History

Pinnacle Wealth Management’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	-9,066	Closed	-$1.46M	–	40
2025 Q4	$1.46M	Sell	9,066 -94	-1%	-$17.1K	0.99%	31
2025 Q3	$1.79M	Buy	+9,160	New	+$1.81M	1.21%	30

Other funds holding VST

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Pinnacle Wealth Management's VST Position: Q1 2026 in Review

Pinnacle Wealth Management sold out of Vistra (VST) in Q1 2026, closing a stake of 9,066 shares — an estimated $1.46M sold.

Pinnacle Wealth Management first reported a position in VST in Q3 2025 and held it in 2 quarters. The position peaked at $1.79M in Q3 2025. 1,310 funds tracked by Wall St. Rank hold VST as of Q1 2026.

Pinnacle Wealth Management reported no remaining Vistra position as of Q1 2026 after selling out during the quarter.
Pinnacle Wealth Management sold 9,066 Vistra shares in Q1 2026, an estimated $1.46M.
Pinnacle Wealth Management first reported a position in Vistra in Q3 2025 and held it in 2 quarters.
Pinnacle Wealth Management's Vistra position peaked at $1.79M in Q3 2025.
1,310 funds tracked by Wall St. Rank held Vistra as of Q1 2026.

Based on Pinnacle Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.