Capital Analysts LLC’s Vistra VST Stock Holding History

Capital Analysts LLC’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	$22K	Sell	139 -6	-4%	-$931	﹤0.01%	1156
2026 Q1	$22K	Sell	145 -13	-8%	-$2.1K	﹤0.01%	1118
2025 Q4	$25K	Hold	158	–	–	﹤0.01%	1063
2025 Q3	$31K	Buy	158 +100	+172%	+$19.8K	﹤0.01%	976
2025 Q2	$11K	Hold	58	–	–	﹤0.01%	1135
2025 Q1	$7K	Hold	58	–	–	﹤0.01%	1186
2024 Q4	$8K	Hold	58	–	–	﹤0.01%	1109
2024 Q3	$7K	Buy	+58	New	+$4.92K	﹤0.01%	1095

Other funds holding VST

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Capital Analysts LLC's VST Position: Q2 2026 in Review

Capital Analysts LLC reduced its Vistra (VST) stake by 4.1% in Q2 2026, selling an estimated $931 and leaving 139 shares worth $22K. The position accounts for ﹤0.01% of the portfolio, ranked #1156.

Capital Analysts LLC first reported a position in VST in Q3 2024 and has held it in 8 quarters since. The position peaked at $31K in Q3 2025. 1,406 funds tracked by Wall St. Rank hold VST as of Q2 2026.

Capital Analysts LLC held 139 shares of Vistra worth $22K as of Q2 2026.
Capital Analysts LLC sold 6 Vistra shares in Q2 2026, an estimated $931.
Vistra made up ﹤0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #1156 holding.
Capital Analysts LLC first reported a position in Vistra in Q3 2024 and has held it in 8 quarters since.
Capital Analysts LLC's Vistra position peaked at $31K in Q3 2025.
1,406 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.