SEC 13F Intelligence

Mcbroom & Associates, LLC / VST

Mcbroom & Associates, LLC’s Vistra Corp Position

Does Mcbroom & Associates, LLC own Vistra Corp (VST)? Yes — 35.4K shares worth $5M (+2.96% of its 13F portfolio) as of Q1 2026, down from 36.9K shares the prior filed quarter.

Position Value
$5M
Q1 2026
Shares
35.4K
% of Portfolio
+2.96%
Quarters Held
6
currently held

Position History VST

Reported value by quarter
Q4 ’24: $1MQ4 ’24Q1 ’25: $3MQ1 ’25Q2 ’25: $3MQ2 ’25Q3 ’25: $7MQ3 ’25Q4 ’25: $6MQ4 ’25Q1 ’26: $5MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202635.4K$5M+2.96%
Q4 202536.9K$6M+2.90%
Q3 202535.0K$7M+3.26%
Q2 202521.6K$3M+1.45%
Q1 202521.6K$3M+1.45%
Q4 20248.4K$1M+0.65%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Mcbroom & Associates, LLC’s full portfolio or all institutional holders of VST.