Wilkerson Advisory Group’s Vistra VST Stock Holding History

Wilkerson Advisory Group’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 Q2	$15.7K	Buy	99 +4	+4%	+$621	﹤0.01%	357
2026 Q1	$14.3K	Buy	95 +46	+94%	+$7.45K	﹤0.01%	348
2025 Q4	$7.91K	Buy	+49	New	+$8.93K	﹤0.01%	370

Other funds holding VST

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wilkerson Advisory Group's VST Position: Q2 2026 in Review

Wilkerson Advisory Group increased its Vistra (VST) stake by 4.2% in Q2 2026, buying an estimated $621 and bringing the position to 99 shares worth $15.7K. The position accounts for ﹤0.01% of the portfolio, ranked #357.

Wilkerson Advisory Group first reported a position in VST in Q4 2025 and has held it in 3 quarters since. 1,402 funds tracked by Wall St. Rank hold VST as of Q2 2026.

Wilkerson Advisory Group held 99 shares of Vistra worth $15.7K as of Q2 2026.
Wilkerson Advisory Group bought 4 Vistra shares in Q2 2026, an estimated $621.
Vistra made up ﹤0.01% of Wilkerson Advisory Group's portfolio in Q2 2026, its #357 holding.
Wilkerson Advisory Group first reported a position in Vistra in Q4 2025 and has held it in 3 quarters since.
1,402 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

Based on Wilkerson Advisory Group's 13F filing for Q2 2026, filed 21 Jul 2026.