Pinnacle Wealth Planning Services’s Vistra VST Stock Holding History

Pinnacle Wealth Planning Services’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	$86.9K	Buy	578 +73	+14%	+$11.8K	0.01%	871
2025 Q4	$81.5K	Buy	+505	New	+$92K	0.01%	901
2023 Q1	–	Sell	-10,190	Closed	-$236K	–	506
2022 Q4	$236K	Buy	10,190 +446	+5%	+$10.3K	0.04%	316
2022 Q3	$205K	Buy	9,744 +22	+0.2%	+$532	0.04%	327
2022 Q2	$222K	Buy	9,722 +180	+2%	+$4.45K	0.04%	316
2022 Q1	$222K	Buy	9,542 +443	+5%	+$9.83K	0.04%	348
2021 Q4	$207K	Buy	+9,099	New	+$182K	0.04%	360
2021 Q1	–	Sell	-322	Closed	-$7K	–	1910
2020 Q4	$7K	Buy	+322	New	+$6K	﹤0.01%	1549

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 Planning Services's VST Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Vistra (VST) stake by 14% in Q1 2026, buying an estimated $11.8K and bringing the position to 578 shares worth $86.9K. The position accounts for 0.01% of the portfolio, ranked #871.

Pinnacle Wealth Planning Services first reported a position in VST in Q4 2020 and has held it in 8 quarters since. The position peaked at $236K in Q4 2022. 1,309 funds tracked by Wall St. Rank hold VST as of Q1 2026.

Pinnacle Wealth Planning Services held 578 shares of Vistra worth $86.9K as of Q1 2026.
Pinnacle Wealth Planning Services bought 73 Vistra shares in Q1 2026, an estimated $11.8K.
Vistra made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #871 holding.
Pinnacle Wealth Planning Services first reported a position in Vistra in Q4 2020 and has held it in 8 quarters since.
Pinnacle Wealth Planning Services's Vistra position peaked at $236K in Q4 2022.
1,309 funds tracked by Wall St. Rank held Vistra as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.