VST VISTRA ENERGY CORP

Ownership history in Cornerstone Wealth Management, LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which Cornerstone Wealth Management, LLC reported a position in VISTRA ENERGY CORP (VST). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.02% (2018 Q3)
Avg. % of fund
0.02%
First filed
2018 Q2
Last filed
2025 Q3
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 1,042 -58 -5.3% 0.01% $204K $195.38
2025 Q2 REDUCED 1,100 -32,595 -96.7% 0.01% $213K $193.07
2018 Q3 REDUCED 33,695 -6,546 -16.3% 0.02% $1.8M $21.25
2018 Q2 INITIATED 40,241 0.02% $1.7M
% of Fund (quarterly)    VST price (monthly, adj. close)
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