Aptus Capital Advisors’s Vistra VST Stock Holding History

Aptus Capital Advisors’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	$463K	Buy	2,920 +38	+1%	+$5.89K	﹤0.01%	812
2026 Q1	$433K	Buy	2,882 +1	+0%	+$162	﹤0.01%	761
2025 Q4	$465K	Buy	2,881 +537	+23%	+$97.8K	﹤0.01%	757
2025 Q3	$459K	Sell	2,344 -144	-6%	-$28.5K	﹤0.01%	715
2025 Q2	$482K	Buy	2,488 +420	+20%	+$62.1K	﹤0.01%	682
2025 Q1	$243K	Buy	2,068 +80	+4%	+$12K	﹤0.01%	831
2024 Q4	$274K	Buy	+1,988	New	+$276K	﹤0.01%	795
2019 Q2	–	Sell	-104,691	Closed	-$2.73M	–	365
2019 Q1	$2.73M	Buy	+104,691	New	+$2.64M	0.47%	38

Other funds holding VST

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Aptus Capital Advisors's VST Position: Q2 2026 in Review

Aptus Capital Advisors increased its Vistra (VST) stake by 1.3% in Q2 2026, buying an estimated $5.89K and bringing the position to 2,920 shares worth $463K. The position accounts for ﹤0.01% of the portfolio, ranked #812.

Aptus Capital Advisors first reported a position in VST in Q1 2019 and has held it in 8 quarters since. The position peaked at $2.73M in Q1 2019. 1,406 funds tracked by Wall St. Rank hold VST as of Q2 2026.

Aptus Capital Advisors held 2,920 shares of Vistra worth $463K as of Q2 2026.
Aptus Capital Advisors bought 38 Vistra shares in Q2 2026, an estimated $5.89K.
Vistra made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #812 holding.
Aptus Capital Advisors first reported a position in Vistra in Q1 2019 and has held it in 8 quarters since.
Aptus Capital Advisors's Vistra position peaked at $2.73M in Q1 2019.
1,406 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.