Vistra Energy shares owned by EP Wealth Advisors
Quarter-by-quarter ownership of Vistra Energy (VST) shares owned by EP Wealth Advisors
from 13F filings
Historical chart of EP Wealth Advisors investment in Vistra Energy
Tip: Access up to 7 years of quarterly data
All positions including Vistra Energy held by EP Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Vistra Energy by EP Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $30M | 189k | 158.63 |
| 2026-03-31 | $1.6M | 11k | 150.33 |
| 2025-12-31 | $1.3M | 8.3k | 161.32 |
| 2025-06-30 | $1.8M | 9.2k | 193.80 |
| 2025-03-31 | $1.0M | 8.7k | 117.43 |
| 2024-12-31 | $1.1M | 8.0k | 137.87 |
| 2024-09-30 | $931k | 7.9k | 118.54 |