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Birch Hill Investment Advisors’s Vistra VST Stock Holding History

Birch Hill 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
Q2 		$562K Hold
3,540
– – 0.02% 144
2026
Q1 		$532K Buy
3,540
+330
+10% +$53.4K 0.02% 143
2025
Q4 		$518K Buy
+3,210
New +$585K 0.02% 144

Other funds holding VST

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Birch Hill Investment Advisors's VST Position: Q2 2026 in Review

Birch Hill Investment Advisors held its Vistra (VST) position steady in Q2 2026 at 3,540 shares worth $562K. The position accounts for 0.02% of the portfolio, ranked #144.

Birch Hill Investment Advisors first reported a position in VST in Q4 2025 and has held it in 3 quarters since. 804 funds tracked by Wall St. Rank hold VST as of Q2 2026.

  • Birch Hill Investment Advisors held 3,540 shares of Vistra worth $562K as of Q2 2026.
  • Birch Hill Investment Advisors left its Vistra share count unchanged in Q2 2026.
  • Vistra made up 0.02% of Birch Hill Investment Advisors's portfolio in Q2 2026, its #144 holding.
  • Birch Hill Investment Advisors first reported a position in Vistra in Q4 2025 and has held it in 3 quarters since.
  • 804 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

Based on Birch Hill Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.