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Xcel Wealth Management, LLC

SEC CIK
0001791002
Latest filing
Jul 24, 2026

VST holding history

Vistra Corp. in every 13F filed by Xcel Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

VST overviewAll 13F holders of VSTFull Q2 2026 holdings

Shares (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
1
Since Q4 2025
Holdings of VST by Xcel Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−1,622−100.0%Sold outHolders
Q4 20251,622$261.7K0.1%+1,622NewHolders