Chicago Partners Investment Group’s Vistra VST Stock Holding History

Chicago Partners Investment Group’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	$889K	Buy	5,262 +821	+18%	+$127K	0.02%	714
2026 Q1	$692K	Buy	4,441 +2,167	+95%	+$351K	0.02%	706
2025 Q4	$364K	Sell	2,274 -5	-0.2%	-$911	0.01%	932
2025 Q3	$434K	Sell	2,279 -339	-13%	-$67.2K	0.01%	776
2025 Q2	$524K	Sell	2,618 -74	-3%	-$10.9K	0.02%	582
2025 Q1	$376K	Buy	+2,692	New	+$402K	0.01%	609
2018 Q4	–	Sell	-895	Closed	-$20K	–	910
2018 Q3	$20K	Hold	895	–	–	﹤0.01%	689
2018 Q2	$21K	Hold	895	–	–	﹤0.01%	654
2018 Q1	$19K	Hold	895	–	–	﹤0.01%	655
2017 Q4	$16K	Hold	895	–	–	﹤0.01%	669
2017 Q3	$17K	Hold	895	–	–	﹤0.01%	671
2017 Q2	$15K	Buy	+895	New	+$14.1K	﹤0.01%	545

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

Chicago Partners Investment Group's VST Position: Q2 2026 in Review

Chicago Partners Investment Group increased its Vistra (VST) stake by 18% in Q2 2026, buying an estimated $127K and bringing the position to 5,262 shares worth $889K. The position accounts for 0.02% of the portfolio, ranked #714.

Chicago Partners Investment Group first reported a position in VST in Q2 2017 and has held it in 12 quarters since. 1,402 funds tracked by Wall St. Rank hold VST as of Q2 2026.

Chicago Partners Investment Group held 5,262 shares of Vistra worth $889K as of Q2 2026.
Chicago Partners Investment Group bought 821 Vistra shares in Q2 2026, an estimated $127K.
Vistra made up 0.02% of Chicago Partners Investment Group's portfolio in Q2 2026, its #714 holding.
Chicago Partners Investment Group first reported a position in Vistra in Q2 2017 and has held it in 12 quarters since.
1,402 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.