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Vistra Energy shares owned by Confluence Wealth Services

Quarter-by-quarter ownership of Vistra Energy (VST) shares owned by Confluence Wealth Services from 13F filings

Historical chart of Confluence Wealth Services investment in Vistra Energy

Tip: Access up to 7 years of quarterly data

All positions including Vistra Energy held by Confluence Wealth Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vistra Energy by Confluence Wealth Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $202k 2.9k 69.65
2021-12-31 $11k 495 22.22

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Jpmorgan Equity Premium Income Etf Equity Premium (JEPI)
Vanguard International High Dividend Yield Etf Intl High Etf (VYMI)
Dimensional Etf Trust U S Sm Cap Etf Us Small Cap Etf (DFAS)
Dimensional Etf Trust Intl Vale Etf Internatnal Val (DFIV)
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Capital Group Intl Focus Shs Creation Unit Shs Creation Uni (CGXU)
Capital Group Divid Growers Etf Shs Etf (CGDG)
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View all positions for Confluence Wealth Services

Top funds holding Vistra Energy

Vanguard Group
LSV Asset Management
Dimensional Fund Advisors
Henderson Group
Pacer Advisors
Neuberger Berman Group
Franklin Resources
Third Point
ClearBridge Advisors
Bank of New York Mellon
Laurion Capital Management
Wellington Management Company
Jacobs Levy Equity Management
Merewether Investment Management
Bank of America Corporation

View all funds holding Vistra Energy