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Cavalier Investments’s Vistra VST Stock Holding History

Cavalier Investments’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 		– Sell
-8,257
Closed -$1.33M – 133
2025
Q4 		$1.33M Buy
8,257
+3,309
+67% +$603K 0.07% 66
2025
Q3 		$810K Sell
4,948
-9,680
-66% -$1.92M 0.07% 80
2025
Q2 		$2.84M Sell
14,628
-276
-2% -$40.8K 0.86% 30
2025
Q1 		$1.75M Buy
+14,904
New +$2.23M 0.59% 44

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 $3.37T AUM 44.26% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cavalier Investments's VST Position: Q1 2026 in Review

Cavalier Investments sold out of Vistra (VST) in Q1 2026, closing a stake of 8,257 shares — an estimated $1.33M sold.

Cavalier Investments first reported a position in VST in Q1 2025 and held it in 4 quarters. The position peaked at $2.84M in Q2 2025. 1,318 funds tracked by Wall St. Rank hold VST as of Q1 2026.

  • Cavalier Investments reported no remaining Vistra position as of Q1 2026 after selling out during the quarter.
  • Cavalier Investments sold 8,257 Vistra shares in Q1 2026, an estimated $1.33M.
  • Cavalier Investments first reported a position in Vistra in Q1 2025 and held it in 4 quarters.
  • Cavalier Investments's Vistra position peaked at $2.84M in Q2 2025.
  • 1,318 funds tracked by Wall St. Rank held Vistra as of Q1 2026.

Based on Cavalier Investments's 13F filing for Q1 2026, filed 15 May 2026.