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Vistra Energy shares owned by Dogwood Wealth Management

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

Historical chart of Dogwood Wealth Management investment in Vistra Energy

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vistra Energy by Dogwood Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.7k 29 195.93
2025-06-30 $19k 98 190.81
2025-03-31 $9.0k 76 117.83
2024-12-31 $10k 74 138.08

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Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)
Ishares Tr Core S&p500 Etf (IVV)
American Centy Etf Tr Avantis Core Fi (AVIG)

View all positions for Dogwood Wealth Management

Top funds holding Vistra Energy

Vanguard Group
BlackRock
FMR
State Street Corporation
Jpmorgan Chase & Co
Geode Capital Management
Susquehanna International
Massachusetts Financial Services
Jane Street
Citadel Advisors
Lone Pine Capital
Invesco
Dimensional Fund Advisors
Castle Hook Partners
UBS Group

View all funds holding Vistra Energy