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Capital Investment Advisors’s Vistra VST Stock Holding History

Capital 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 		$287K Buy
+1,808
New +$280K ﹤0.01% 656
2024
Q3 		– Sell
-2,359
Closed -$203K – 684
2024
Q2 		$203K Sell
2,359
-3,265
-58% -$273K ﹤0.01% 598
2024
Q1 		$392K Sell
5,624
-1,870
-25% -$92.5K 0.01% 441
2023
Q4 		$289K Hold
7,494
– – 0.01% 477
2023
Q3 		$249K Buy
+7,494
New +$225K 0.01% 501

Other funds holding VST

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Capital Investment Advisors's VST Position: Q2 2026 in Review

Capital Investment Advisors opened a new position in Vistra (VST) in Q2 2026: 1,808 shares worth $287K. The stake represents ﹤0.01% of the portfolio and ranks #656 among its holdings. This is a return to the name: Capital Investment Advisors previously reported a position in VST as recently as Q2 2024.

Capital Investment Advisors first reported a position in VST in Q3 2023 and has held it in 5 quarters since. The position peaked at $392K in Q1 2024. 1,412 funds tracked by Wall St. Rank hold VST as of Q2 2026.

  • Capital Investment Advisors held 1,808 shares of Vistra worth $287K as of Q2 2026.
  • Vistra was a new Capital Investment Advisors position in Q2 2026.
  • Vistra made up ﹤0.01% of Capital Investment Advisors's portfolio in Q2 2026, its #656 holding.
  • Capital Investment Advisors first reported a position in Vistra in Q3 2023 and has held it in 5 quarters since.
  • Capital Investment Advisors's Vistra position peaked at $392K in Q1 2024.
  • 1,412 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

Based on Capital Investment Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.