Callahan Advisors’s Vistra VST Stock Holding History

Callahan 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	$963K	Buy	6,408 +1,218	+23%	+$197K	0.08%	114
2025 Q4	$837K	Buy	+5,190	New	+$945K	0.07%	121

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

Callahan Advisors's VST Position: Q1 2026 in Review

Callahan Advisors increased its Vistra (VST) stake by 23% in Q1 2026, buying an estimated $197K and bringing the position to 6,408 shares worth $963K. The position accounts for 0.08% of the portfolio, ranked #114.

Callahan Advisors first reported a position in VST in Q4 2025 and has held it in 2 quarters since. 1,310 funds tracked by Wall St. Rank hold VST as of Q1 2026.

Callahan Advisors held 6,408 shares of Vistra worth $963K as of Q1 2026.
Callahan Advisors bought 1,218 Vistra shares in Q1 2026, an estimated $197K.
Vistra made up 0.08% of Callahan Advisors's portfolio in Q1 2026, its #114 holding.
Callahan Advisors first reported a position in Vistra in Q4 2025 and has held it in 2 quarters since.
1,310 funds tracked by Wall St. Rank held Vistra as of Q1 2026.

Based on Callahan Advisors's 13F filing for Q1 2026, filed 12 May 2026.