Capital World Investors’s Vistra VST Stock Holding History

Capital World Investors’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	$408M	Buy	2,574,260 +40,007	+2%	+$6.21M	0.05%	245
2026 Q1	$381M	Sell	2,534,253 -1,026,765	-29%	-$166M	0.05%	234
2025 Q4	$574M	Buy	+3,561,018	New	+$649M	0.08%	188
2022 Q2	–	Sell	-141,346	Closed	-$3.29M	–	594
2022 Q1	$3.29M	Sell	141,346 -141,419	-50%	-$3.14M	﹤0.01%	544
2021 Q4	$6.44M	Sell	282,765 -90,000	-24%	-$1.8M	﹤0.01%	567
2021 Q3	$6.37M	Hold	372,765	–	–	﹤0.01%	575
2021 Q2	$6.92M	Hold	372,765	–	–	﹤0.01%	571
2021 Q1	$6.59M	Buy	372,765 +3,340	+0.9%	+$66.4K	﹤0.01%	556
2020 Q4	$7.26M	Hold	369,425	–	–	﹤0.01%	525
2020 Q3	$6.97M	Hold	369,425	–	–	﹤0.01%	521
2020 Q2	$6.88M	Hold	369,425	–	–	﹤0.01%	484
2020 Q1	$5.9M	Hold	369,425	–	–	﹤0.01%	467
2019 Q4	$8.49M	Sell	369,425 -33,000	-8%	-$852K	﹤0.01%	468
2019 Q3	$10.8M	Sell	402,425 -82,000	-17%	-$1.95M	﹤0.01%	462
2019 Q2	$11M	Hold	484,425	–	–	﹤0.01%	482
2019 Q1	$12.6M	Hold	484,425	–	–	﹤0.01%	469
2018 Q4	$11.1M	Hold	484,425	–	–	﹤0.01%	464
2018 Q3	$12.1M	Sell	484,425 -25,500	-5%	-$587K	﹤0.01%	501
2018 Q2	$12.1M	Hold	509,925	–	–	﹤0.01%	493
2018 Q1	$10.6M	Sell	509,925 -320,547	-39%	-$6.19M	﹤0.01%	471
2017 Q4	$15.2M	Sell	830,472 -534,187	-39%	-$10M	﹤0.01%	447
2017 Q3	$25.5M	Sell	1,364,659 -62,508	-4%	-$1.08M	0.01%	406
2017 Q2	$24M	Buy	+1,427,167	New	+$22.5M	0.01%	408

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 World Investors's VST Position: Q2 2026 in Review

Capital World Investors increased its Vistra (VST) stake by 1.6% in Q2 2026, buying an estimated $6.21M and bringing the position to 2,574,260 shares worth $408M. The position accounts for 0.05% of the portfolio, ranked #245.

Capital World Investors first reported a position in VST in Q2 2017 and has held it in 23 quarters since. The position peaked at $574M in Q4 2025. 1,403 funds tracked by Wall St. Rank hold VST as of Q2 2026.

Capital World Investors held 2,574,260 shares of Vistra worth $408M as of Q2 2026.
Capital World Investors bought 40,007 Vistra shares in Q2 2026, an estimated $6.21M.
Vistra made up 0.05% of Capital World Investors's portfolio in Q2 2026, its #245 holding.
Capital World Investors first reported a position in Vistra in Q2 2017 and has held it in 23 quarters since.
Capital World Investors's Vistra position peaked at $574M in Q4 2025.
1,403 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

Based on Capital World Investors's 13F filing for Q2 2026, filed 12 Aug 2026.