Prevail Innovative Wealth Advisors’s Vistra VST Stock Holding History

Prevail Innovative 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 Q1	–	Sell	-34,898	Closed	-$5.63M	–	234
2025 Q4	$5.63M	Buy	+34,898	New	+$6.36M	1.01%	26
2025 Q2	–	Sell	-51,159	Closed	-$6.01M	–	227
2025 Q1	$6.01M	Buy	51,159 +27,318	+115%	+$4.08M	1.6%	12
2024 Q4	$3.29M	Buy	+23,841	New	+$3.31M	0.95%	39

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

Prevail Innovative Wealth Advisors's VST Position: Q1 2026 in Review

Prevail Innovative Wealth Advisors sold out of Vistra (VST) in Q1 2026, closing a stake of 34,898 shares — an estimated $5.63M sold.

Prevail Innovative Wealth Advisors first reported a position in VST in Q4 2024 and held it in 3 quarters. The position peaked at $6.01M in Q1 2025. 1,309 funds tracked by Wall St. Rank hold VST as of Q1 2026.

Prevail Innovative Wealth Advisors reported no remaining Vistra position as of Q1 2026 after selling out during the quarter.
Prevail Innovative Wealth Advisors sold 34,898 Vistra shares in Q1 2026, an estimated $5.63M.
Prevail Innovative Wealth Advisors first reported a position in Vistra in Q4 2024 and held it in 3 quarters.
Prevail Innovative Wealth Advisors's Vistra position peaked at $6.01M in Q1 2025.
1,309 funds tracked by Wall St. Rank held Vistra as of Q1 2026.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.