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Rise Advisors’s Vistra VST Stock Holding History

Rise 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
2025
Q4 		– Sell
-1,007
Closed -$197K – 1400
2025
Q3 		$197K Buy
1,007
+8
+0.8% +$1.58K 0.07% 96
2025
Q2 		$194K Sell
999
-229
-19% -$33.9K 0.08% 97
2025
Q1 		$144K Sell
1,228
-627
-34% -$93.7K 0.06% 115
2024
Q4 		$256K Sell
1,855
-12
-0.6% -$1.67K 0.12% 73
2024
Q3 		$221K Buy
1,867
+3
+0.2% +$255 0.11% 88
2024
Q2 		$160K Sell
1,864
-9
-0.5% -$753 0.08% 108
2024
Q1 		$130K Buy
1,873
+968
+107% +$47.9K 0.07% 123
2023
Q4 		$34.9K Buy
+905
New +$31.5K 0.02% 199

Other funds holding VST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Rise Advisors's VST Position: Q4 2025 in Review

Rise Advisors sold out of Vistra (VST) in Q4 2025, closing a stake of 1,007 shares — an estimated $197K sold.

Rise Advisors first reported a position in VST in Q4 2023 and held it in 8 quarters. The position peaked at $256K in Q4 2024. 1,339 funds tracked by Wall St. Rank hold VST as of Q4 2025.

  • Rise Advisors reported no remaining Vistra position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 1,007 Vistra shares in Q4 2025, an estimated $197K.
  • Rise Advisors first reported a position in Vistra in Q4 2023 and held it in 8 quarters.
  • Rise Advisors's Vistra position peaked at $256K in Q4 2024.
  • 1,339 funds tracked by Wall St. Rank held Vistra as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.