VST β€” VISTRA CORP

Ownership history in McBroom & Associates, LLC  Β·  5 quarters on record

AI Ownership Summary

McBroom & Associates, LLC reported VISTRA CORP (VST) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 3.26% in 2025 Q3. The latest visible filing shows VST at 2.90% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this VST ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was McBroom & Associates, LLC's position in VISTRA CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

VST was reported at 2.90% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.26% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How McBroom & Associates, LLC held VST β€” position size vs. price
% of Fund (quarterly)    VST price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 36,939 +1,964 +5.6% 2.90% $6.0M 2026-02-14 (Est.) $171.26
2025 Q3 ADDED 34,975 +13,345 +61.7% 3.26% $6.9M 2025-10-29 $198.82
2025 Q2 UNCHANGED 21,630 β€” 0% 1.45% $2.5M 2025-08-05 $208.80
2025 Q1 ADDED 21,630 +13,273 +158.8% 1.45% $2.5M 2025-04-17 $114.83
2024 Q4 INITIATED 8,357 β€” β€” 0.65% $1.2M 2025-01-29 $154.15

FAQ About McBroom & Associates, LLC and VST

These are the practical questions this page is built to answer before you even open the full history table.

How long has McBroom & Associates, LLC reported owning VST?

McBroom & Associates, LLC reported VST across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported VST position in McBroom & Associates, LLC's portfolio?

The largest reported portfolio weight for VST was 3.26% in 2025 Q3.

What is the latest reported VST position on this page?

The most recent filing on this page is 2025 Q4, when McBroom & Associates, LLC reported 36,939 shares, equal to 2.90% of portfolio, with an estimated market value of $6.0M.

What does the chart on this VST ownership page compare?

The chart compares McBroom & Associates, LLC's quarterly VST portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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