R Squared’s Vistra VST Stock Holding History

R Squared’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 Q1	–	Sell	-150	Closed	-$20.7K	–	1501
2024 Q4	$20.7K	Buy	+150	New	+$20.8K	0.02%	858

Other funds holding VST

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

R Squared's VST Position: Q1 2025 in Review

R Squared sold out of Vistra (VST) in Q1 2025, closing a stake of 150 shares — an estimated $20.7K sold.

R Squared first reported a position in VST in Q4 2024 and held it in 1 quarter. The position peaked at $20.7K in Q4 2024. 1,115 funds tracked by Wall St. Rank hold VST as of Q1 2025.

R Squared reported no remaining Vistra position as of Q1 2025 after selling out during the quarter.
R Squared sold 150 Vistra shares in Q1 2025, an estimated $20.7K.
R Squared first reported a position in Vistra in Q4 2024 and held it in 1 quarter.
R Squared's Vistra position peaked at $20.7K in Q4 2024.
1,115 funds tracked by Wall St. Rank held Vistra as of Q1 2025.

Based on R Squared's 13F filing for Q1 2025, filed 9 May 2025.