Vistra Energy shares owned by Up Strategic Wealth Investment Advisors
Quarter-by-quarter ownership of Vistra Energy (VST) shares owned by Up Strategic Wealth Investment Advisors
from 13F filings
Historical chart of Up Strategic Wealth Investment Advisors investment in Vistra Energy
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All positions including Vistra Energy held by Up Strategic Wealth Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Vistra Energy by Up Strategic Wealth Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $380k | 1.8k | 210.85 |
| 2025-06-30 | $355k | 1.8k | 193.81 |
| 2025-03-31 | $213k | 1.8k | 117.44 |
| 2024-12-31 | $276k | 2.0k | 137.87 |
| 2024-09-30 | $257k | 2.2k | 118.54 |
| 2024-03-31 | $273k | 3.9k | 69.65 |
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