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

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Quarterly reported holdings in Vistra Energy by Forum Financial Management

Quarter filed Position value Share count Share price at filing
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

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View all positions for Forum Financial Management

Top funds holding Vistra Energy

Vanguard Group
BlackRock
FMR
LSV Asset Management
Pacer Advisors
Lone Pine Capital
Geode Capital Management
Dimensional Fund Advisors
Franklin Resources
Steadfast Capital Management
Morgan Stanley
Third Point
Bank of New York Mellon
Neuberger Berman Group
Henderson Group

View all funds holding Vistra Energy