PWM
VST icon

Prosperity Wealth Management’s Vistra VST Stock Holding History

Prosperity 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
2025
Q4 		$1.31M Buy
8,096
+1,432
+21% +$261K 0.43% 43
2025
Q3 		$1.31M Buy
6,664
+286
+4% +$56.7K 0.44% 46
2025
Q2 		$1.24M Sell
6,378
-1,641
-20% -$243K 0.46% 44
2025
Q1 		$942K Buy
8,019
+5,051
+170% +$755K 0.44% 46
2024
Q4 		$409K Buy
+2,968
New +$412K 0.17% 120

Other funds holding VST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Prosperity Wealth Management's VST Position: Q4 2025 in Review

Prosperity Wealth Management increased its Vistra (VST) stake by 21% in Q4 2025, buying an estimated $261K and bringing the position to 8,096 shares worth $1.31M. The position accounts for 0.43% of the portfolio, ranked #43.

Prosperity Wealth Management first reported a position in VST in Q4 2024 and has held it in 5 quarters since. 1,336 funds tracked by Wall St. Rank hold VST as of Q4 2025.

  • Prosperity Wealth Management held 8,096 shares of Vistra worth $1.31M as of Q4 2025.
  • Prosperity Wealth Management bought 1,432 Vistra shares in Q4 2025, an estimated $261K.
  • Vistra made up 0.43% of Prosperity Wealth Management's portfolio in Q4 2025, its #43 holding.
  • Prosperity Wealth Management first reported a position in Vistra in Q4 2024 and has held it in 5 quarters since.
  • 1,336 funds tracked by Wall St. Rank held Vistra as of Q4 2025.

Based on Prosperity Wealth Management's 13F filing for Q4 2025, filed 27 Mar 2026.