Milestone Asset Management »

Vistra Energy shares owned by Milestone Asset Management

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

Historical chart of Milestone Asset Management investment in Vistra Energy

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vistra Energy by Milestone Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.5M 28k 195.92
2025-06-30 $4.1M 21k 193.81
2024-09-30 $1.0M 8.8k 118.55

More positions owned by Milestone Asset Management

Spdr Series Trust Bloomberg Invt (FLRN)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Ishares Tr TRS FLT RT BD (TFLO)
Etf Ser Solutions Lha Mkt St Tactl (MSTB)
Tidal Trust I Fundstrat Granny (GRNY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
NVIDIA Corporation (NVDA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)
Apple (AAPL)
J P Morgan Exchange Traded F Equity Premium (JEPI)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)

View all positions for Milestone Asset Management

Top funds holding Vistra Energy

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

View all funds holding Vistra Energy