WLG
VST icon

Williamson Legacy Group’s Vistra VST Stock Holding History

Williamson Legacy 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
2025
Q1 		– Sell
-9,513
Closed -$1.31M – 134
2024
Q4 		$1.31M Sell
9,513
-1,958
-17% -$272K 0.87% 24
2024
Q3 		$1.36M Sell
11,471
-768
-6% -$65.2K 0.91% 15
2024
Q2 		$1.05M Sell
12,239
-9,848
-45% -$824K 0.78% 31
2024
Q1 		$1.54M Buy
22,087
+20
+0.1% +$989 1.19% 24
2023
Q4 		$850K Buy
+22,067
New +$768K 0.79% 39

Other funds holding VST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Williamson Legacy Group's VST Position: Q1 2025 in Review

Williamson Legacy Group sold out of Vistra (VST) in Q1 2025, closing a stake of 9,513 shares — an estimated $1.31M sold.

Williamson Legacy Group first reported a position in VST in Q4 2023 and held it in 5 quarters. The position peaked at $1.54M in Q1 2024. 1,115 funds tracked by Wall St. Rank hold VST as of Q1 2025.

  • Williamson Legacy Group reported no remaining Vistra position as of Q1 2025 after selling out during the quarter.
  • Williamson Legacy Group sold 9,513 Vistra shares in Q1 2025, an estimated $1.31M.
  • Williamson Legacy Group first reported a position in Vistra in Q4 2023 and held it in 5 quarters.
  • Williamson Legacy Group's Vistra position peaked at $1.54M in Q1 2024.
  • 1,115 funds tracked by Wall St. Rank held Vistra as of Q1 2025.

Based on Williamson Legacy Group's 13F filing for Q1 2025, filed 8 May 2025.