Ownership history in McBroom & Associates, LLC · 5 quarters on record
This page tracks every 13F SEC filing in which McBroom & Associates, LLC reported a position in VISTRA 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 36,939 | +1,964 | +5.6% | 2.90% | $6.0M | $161.11 |
| 2025 Q3 | ADDED | 34,975 | +13,345 | +61.7% | 3.26% | $6.9M | $195.38 |
| 2025 Q2 | UNCHANGED | 21,630 | — | 0% | 1.45% | $2.5M | $193.07 |
| 2025 Q1 | ADDED | 21,630 | +13,273 | +158.8% | 1.45% | $2.5M | $116.84 |
| 2024 Q4 | INITIATED | 8,357 | — | — | 0.65% | $1.2M | $136.93 |
As of 2025 Q4 — sorted by position size