AssuredPartners Investment Advisors’s Vistra VST Stock Holding History

AssuredPartners Investment 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 Q1	$4.89M	Buy	32,248 +5,440	+20%	+$880K	0.53%	47
2025 Q4	$4.32M	Buy	26,808 +673	+3%	+$123K	0.64%	42
2025 Q3	$5.12M	Buy	26,135 +218	+0.8%	+$43.2K	1.14%	26
2025 Q2	$5.02M	Sell	25,917 -7,325	-22%	-$1.08M	1.23%	23
2025 Q1	$3.9M	Buy	+33,242	New	+$4.97M	0.75%	30

Other funds holding VST

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AssuredPartners Investment Advisors's VST Position: Q1 2026 in Review

AssuredPartners Investment Advisors increased its Vistra (VST) stake by 20% in Q1 2026, buying an estimated $880K and bringing the position to 32,248 shares worth $4.89M. The position accounts for 0.53% of the portfolio, ranked #47.

AssuredPartners Investment Advisors first reported a position in VST in Q1 2025 and has held it in 5 quarters since. The position peaked at $5.12M in Q3 2025. 1,309 funds tracked by Wall St. Rank hold VST as of Q1 2026.

AssuredPartners Investment Advisors held 32,248 shares of Vistra worth $4.89M as of Q1 2026.
AssuredPartners Investment Advisors bought 5,440 Vistra shares in Q1 2026, an estimated $880K.
Vistra made up 0.53% of AssuredPartners Investment Advisors's portfolio in Q1 2026, its #47 holding.
AssuredPartners Investment Advisors first reported a position in Vistra in Q1 2025 and has held it in 5 quarters since.
AssuredPartners Investment Advisors's Vistra position peaked at $5.12M in Q3 2025.
1,309 funds tracked by Wall St. Rank held Vistra as of Q1 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.