Cerity Partners
VST icon

Cerity Partners’s Vistra VST Stock Holding History

Cerity Partners’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 		$5.22M Buy
34,720
+6,321
+22% +$1.02M 0.01% 988
2025
Q4 		$4.58M Sell
28,399
-3,177
-10% -$579K 0.01% 958
2025
Q3 		$6.19M Sell
31,576
-595
-2% -$118K 0.01% 768
2025
Q2 		$6.23M Buy
32,171
+8,378
+35% +$1.24M 0.01% 718
2025
Q1 		$2.79M Sell
23,793
-28,041
-54% -$4.19M 0.01% 967
2024
Q4 		$6.98M Sell
51,834
-434
-0.8% -$60.3K 0.02% 603
2024
Q3 		$6.2M Buy
52,268
+4,778
+10% +$406K 0.01% 630
2024
Q2 		$4.08M Sell
47,490
-4,859
-9% -$407K 0.01% 667
2024
Q1 		$3.65M Buy
+52,349
New +$2.59M 0.01% 757
2020
Q1 		– Sell
-9,002
Closed -$207K – 525
2019
Q4 		$207K Hold
9,002
– – 0.01% 501
2019
Q3 		$241K Buy
9,002
+26
+0.3% +$618 0.01% 429
2019
Q2 		$203K Sell
8,976
-716
-7% -$17.9K 0.01% 452
2019
Q1 		$252K Buy
9,692
+360
+4% +$9.08K 0.02% 454
2018
Q4 		$214K Sell
9,332
-1,116
-11% -$26.3K 0.01% 473
2018
Q3 		$260K Buy
10,448
+103
+1% +$2.37K 0.02% 449
2018
Q2 		$245K Buy
+10,345
New +$238K 0.02% 472

Other funds holding VST

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cerity Partners's VST Position: Q1 2026 in Review

Cerity Partners increased its Vistra (VST) stake by 22% in Q1 2026, buying an estimated $1.02M and bringing the position to 34,720 shares worth $5.22M. The position accounts for 0.01% of the portfolio, ranked #988.

Cerity Partners first reported a position in VST in Q2 2018 and has held it in 16 quarters since. The position peaked at $6.98M in Q4 2024. 1,309 funds tracked by Wall St. Rank hold VST as of Q1 2026.

  • Cerity Partners held 34,720 shares of Vistra worth $5.22M as of Q1 2026.
  • Cerity Partners bought 6,321 Vistra shares in Q1 2026, an estimated $1.02M.
  • Vistra made up 0.01% of Cerity Partners's portfolio in Q1 2026, its #988 holding.
  • Cerity Partners first reported a position in Vistra in Q2 2018 and has held it in 16 quarters since.
  • Cerity Partners's Vistra position peaked at $6.98M in Q4 2024.
  • 1,309 funds tracked by Wall St. Rank held Vistra as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.