VST — VISTRA CORP

Ownership history in Simplicity Wealth,LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which Simplicity Wealth,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.

Peak position
0.02% (2025 Q2)
Avg. % of fund
0.01%
First filed
2024 Q1
Last filed
2025 Q3
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 1,217 -1,013 -45.4% 0.01% $238K $195.65
2025 Q2 REDUCED 2,230 -1,653 -42.6% 0.02% $432K $193.33
2024 Q2 ADDED 3,883 +112 +3.0% 0.01% $334K $85.17
2024 Q1 INITIATED 3,771 — — 0.01% $263K —
% of Fund (quarterly)    VST price (monthly, adj. close)

Other funds also holding VST

As of 2025 Q4 — sorted by position size

Carmel Capital Management L.L.C. 3Y 12.48% Forest Avenue Capital Management LP 3Y 11.92% Engle Capital Management, L.P. 3Y 7Y 6.85% COLRAIN CAPITAL LLC 3Y 7Y 6.64% Ratan Capital Management LP 3Y 7Y 6.55% SEGRA CAPITAL MANAGEMENT, LLC 3Y 6.41% REAVES W H & CO INC 3Y 7Y 6.2% LONE PINE CAPITAL LLC 3Y 7Y 6.18% Alden Global Capital LLC 3Y 7Y 5.74% Glendon Capital Management LP 3Y 7Y 5.67%
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