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Westbourne Investments’s Vistra VST Stock Holding History

Westbourne Investments’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
Q1 		$4.07M Buy
27,050
+6,383
+31% +$1.03M 1.93% 12
2025
Q4 		$3.33M Sell
20,667
-530
-3% -$96.5K 1.55% 21
2025
Q3 		$3.99M Sell
21,197
-930
-4% -$184K 1.91% 12
2025
Q2 		$4.29M Buy
22,127
+8,696
+65% +$1.29M 2.29% 10
2025
Q1 		$1.58M Buy
13,431
+8,146
+154% +$1.22M 0.95% 36
2024
Q4 		$729K Buy
+5,285
New +$734K 0.43% 58

Other funds holding VST

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Westbourne Investments's VST Position: Q1 2026 in Review

Westbourne Investments increased its Vistra (VST) stake by 31% in Q1 2026, buying an estimated $1.03M and bringing the position to 27,050 shares worth $4.07M. The position accounts for 1.93% of the portfolio, ranked #12.

Westbourne Investments first reported a position in VST in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.29M in Q2 2025. 1,309 funds tracked by Wall St. Rank hold VST as of Q1 2026.

  • Westbourne Investments held 27,050 shares of Vistra worth $4.07M as of Q1 2026.
  • Westbourne Investments bought 6,383 Vistra shares in Q1 2026, an estimated $1.03M.
  • Vistra made up 1.93% of Westbourne Investments's portfolio in Q1 2026, its #12 holding.
  • Westbourne Investments first reported a position in Vistra in Q4 2024 and has held it in 6 quarters since.
  • Westbourne Investments's Vistra position peaked at $4.29M in Q2 2025.
  • 1,309 funds tracked by Wall St. Rank held Vistra as of Q1 2026.

Based on Westbourne Investments's 13F filing for Q1 2026, filed 15 May 2026.