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SGL Investment Advisors’s Vistra VST Stock Holding History

SGL Investment 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
-1,121
Closed -$216K – 136
2025
Q3 		$216K Sell
1,121
-21
-2% -$4.16K 0.09% 122
2025
Q2 		$217K Sell
1,142
-3,403
-75% -$504K 0.1% 118
2025
Q1 		$640K Buy
+4,545
New +$679K 0.33% 62

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 $3.38T AUM 44.17% 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

SGL Investment Advisors's VST Position: Q4 2025 in Review

SGL Investment Advisors sold out of Vistra (VST) in Q4 2025, closing a stake of 1,121 shares — an estimated $216K sold.

SGL Investment Advisors first reported a position in VST in Q1 2025 and held it in 3 quarters. The position peaked at $640K in Q1 2025. 1,341 funds tracked by Wall St. Rank hold VST as of Q4 2025.

  • SGL Investment Advisors reported no remaining Vistra position as of Q4 2025 after selling out during the quarter.
  • SGL Investment Advisors sold 1,121 Vistra shares in Q4 2025, an estimated $216K.
  • SGL Investment Advisors first reported a position in Vistra in Q1 2025 and held it in 3 quarters.
  • SGL Investment Advisors's Vistra position peaked at $640K in Q1 2025.
  • 1,341 funds tracked by Wall St. Rank held Vistra as of Q4 2025.

Based on SGL Investment Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.