Turtle Creek Wealth Advisors’s Vistra VST Stock Holding History

Turtle Creek 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 Q3	–	Sell	-2,055	Closed	-$326K	–	553
2026 Q2	$326K	Buy	2,055 +383	+23%	+$59.4K	0.02%	352
2026 Q1	$251K	Buy	+1,672	New	+$271K	0.02%	354
2025 Q4	–	Sell	-1,281	Closed	-$251K	–	418
2025 Q3	$251K	Buy	+1,281	New	+$254K	0.02%	311
2024 Q1	–	Sell	-288	Closed	-$11.1K	–	800
2023 Q4	$11.1K	Buy	+288	New	+$10K	﹤0.01%	531

Other funds holding VST

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

W.H. Reaves & Co Jersey City, New Jersey $5.54B AUM 1.09% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Turtle Creek Wealth Advisors's VST Position: Q3 2026 in Review

Turtle Creek Wealth Advisors sold out of Vistra (VST) in Q3 2026, closing a stake of 2,055 shares — an estimated $326K sold.

Turtle Creek Wealth Advisors first reported a position in VST in Q4 2023 and held it in 4 quarters. The position peaked at $326K in Q2 2026. 712 funds tracked by Wall St. Rank hold VST as of Q3 2026.

Turtle Creek Wealth Advisors reported no remaining Vistra position as of Q3 2026 after selling out during the quarter.
Turtle Creek Wealth Advisors sold 2,055 Vistra shares in Q3 2026, an estimated $326K.
Turtle Creek Wealth Advisors first reported a position in Vistra in Q4 2023 and held it in 4 quarters.
Turtle Creek Wealth Advisors's Vistra position peaked at $326K in Q2 2026.
712 funds tracked by Wall St. Rank held Vistra as of Q3 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.