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Beese Fulmer Investment Management’s Vistra VST Stock Holding History

Beese Fulmer Investment Management’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 		– Sell
-1,392
Closed -$209K – 490
2026
Q1 		$209K Sell
1,392
-820
-37% -$133K 0.01% 409
2025
Q4 		$357K Buy
+2,212
New +$403K 0.02% 253

Other funds holding VST

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
GIA
Guyasuta Investment Advisors Pittsburgh, Pennsylvania $1.94B AUM 32.92% 1-Year Est. Return
CS
CapitalatWork SA Auderghem $3.99B AUM
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CCM
Carmel Capital Management Carmel, California $456M AUM 79.51% 1-Year Est. Return
ELI
Empire Life Investments Toronto, Ontario, Canada $1.79B AUM 38.49% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return

Beese Fulmer Investment Management's VST Position: Q2 2026 in Review

Beese Fulmer Investment Management sold out of Vistra (VST) in Q2 2026, closing a stake of 1,392 shares — an estimated $209K sold.

Beese Fulmer Investment Management first reported a position in VST in Q4 2025 and held it in 2 quarters. The position peaked at $357K in Q4 2025. 461 funds tracked by Wall St. Rank hold VST as of Q2 2026.

  • Beese Fulmer Investment Management reported no remaining Vistra position as of Q2 2026 after selling out during the quarter.
  • Beese Fulmer Investment Management sold 1,392 Vistra shares in Q2 2026, an estimated $209K.
  • Beese Fulmer Investment Management first reported a position in Vistra in Q4 2025 and held it in 2 quarters.
  • Beese Fulmer Investment Management's Vistra position peaked at $357K in Q4 2025.
  • 461 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

Based on Beese Fulmer Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.