AC
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Apella Capital’s Vistra VST Stock Holding History

Apella Capital’s Portfolio VST Stock Details VST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$414K Buy
2,659
+104
+4% +$16.1K 0.01% 510
2026
Q1 		$418K Buy
2,555
+34
+1% +$5.5K 0.01% 487
2025
Q4 		$407K Sell
2,521
-24
-0.9% -$4.37K 0.01% 397
2025
Q3 		$536K Sell
2,545
-502
-16% -$99.5K 0.01% 318
2025
Q2 		$590K Buy
3,047
+40
+1% +$5.92K 0.02% 278
2025
Q1 		$355K Sell
3,007
-591
-16% -$88.3K 0.01% 285
2024
Q4 		$496K Buy
3,598
+56
+2% +$7.78K 0.02% 238
2024
Q3 		$444K Buy
3,542
+164
+5% +$13.9K 0.02% 226
2024
Q2 		$309K Sell
3,378
-1,226
-27% -$103K 0.01% 258
2024
Q1 		$320K Buy
+4,604
New +$228K 0.02% 238

Other funds holding VST

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Apella Capital's VST Position: Q2 2026 in Review

Apella Capital increased its Vistra (VST) stake by 4.1% in Q2 2026, buying an estimated $16.1K and bringing the position to 2,659 shares worth $414K. The position accounts for 0.01% of the portfolio, ranked #510.

Apella Capital first reported a position in VST in Q1 2024 and has held it in 10 quarters since. The position peaked at $590K in Q2 2025. 602 funds tracked by Wall St. Rank hold VST as of Q2 2026.

  • Apella Capital held 2,659 shares of Vistra worth $414K as of Q2 2026.
  • Apella Capital bought 104 Vistra shares in Q2 2026, an estimated $16.1K.
  • Vistra made up 0.01% of Apella Capital's portfolio in Q2 2026, its #510 holding.
  • Apella Capital first reported a position in Vistra in Q1 2024 and has held it in 10 quarters since.
  • Apella Capital's Vistra position peaked at $590K in Q2 2025.
  • 602 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.