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Berbice Capital Management’s Vistra VST Stock Holding History

Berbice Capital 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
Q1 		$230K Buy
1,530
+230
+18% +$37.2K 0.15% 48
2025
Q4 		$210K Buy
1,300
+50
+4% +$9.11K 0.13% 53
2025
Q3 		$245K Buy
1,250
+50
+4% +$9.91K 0.15% 52
2025
Q2 		$233K Buy
1,200
+100
+9% +$14.8K 0.16% 50
2025
Q1 		$129K Buy
1,100
+200
+22% +$29.9K 0.11% 58
2024
Q4 		$124K Buy
+900
New +$125K 0.1% 56

Other funds holding VST

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Berbice Capital Management's VST Position: Q1 2026 in Review

Berbice Capital Management increased its Vistra (VST) stake by 18% in Q1 2026, buying an estimated $37.2K and bringing the position to 1,530 shares worth $230K. The position accounts for 0.15% of the portfolio, ranked #48.

Berbice Capital Management first reported a position in VST in Q4 2024 and has held it in 6 quarters since. The position peaked at $245K in Q3 2025. 1,309 funds tracked by Wall St. Rank hold VST as of Q1 2026.

  • Berbice Capital Management held 1,530 shares of Vistra worth $230K as of Q1 2026.
  • Berbice Capital Management bought 230 Vistra shares in Q1 2026, an estimated $37.2K.
  • Vistra made up 0.15% of Berbice Capital Management's portfolio in Q1 2026, its #48 holding.
  • Berbice Capital Management first reported a position in Vistra in Q4 2024 and has held it in 6 quarters since.
  • Berbice Capital Management's Vistra position peaked at $245K in Q3 2025.
  • 1,309 funds tracked by Wall St. Rank held Vistra as of Q1 2026.

Based on Berbice Capital Management's 13F filing for Q1 2026, filed 6 May 2026.