Vistra Energy shares owned by Forum Financial Management
Quarter-by-quarter ownership of Vistra Energy (VST) shares owned by Forum Financial Management
from 13F filings
Historical chart of Forum Financial Management investment in Vistra Energy
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Quarterly reported holdings in Vistra Energy by Forum Financial Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 6.1k | 195.92 |
| 2025-06-30 | $1.2M | 6.1k | 193.80 |
| 2025-03-31 | $1.4M | 12k | 117.44 |
| 2024-12-31 | $1.6M | 12k | 137.88 |
| 2024-09-30 | $1.4M | 12k | 118.54 |
| 2024-06-30 | $984k | 11k | 85.98 |
| 2024-03-31 | $794k | 11k | 69.65 |
| 2023-12-31 | $438k | 11k | 38.52 |
| 2023-09-30 | $378k | 11k | 33.18 |
| 2023-06-30 | $299k | 11k | 26.25 |
| 2023-03-31 | $273k | 11k | 24.00 |
| 2022-12-31 | $261k | 11k | 23.20 |
| 2022-09-30 | $252k | 12k | 20.98 |
| 2022-06-30 | $274k | 12k | 22.81 |
| 2022-03-31 | $261k | 11k | 23.17 |
| 2021-12-31 | $256k | 11k | 22.73 |
More positions owned by Forum Financial Management
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