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Concurrent Investment Advisors’s Vistra VST Stock Holding History

Concurrent 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 		$3.2M Sell
20,196
-11,929
-37% -$1.85M 0.03% 566
2026
Q1 		$4.83M Buy
32,125
+7,223
+29% +$1.17M 0.05% 365
2025
Q4 		$4.02M Buy
24,902
+21,957
+746% +$4M 0.05% 381
2025
Q3 		$577K Buy
2,945
+869
+42% +$172K 0.01% 851
2025
Q2 		$402K Buy
+2,076
New +$307K 0.01% 935

Other funds holding VST

WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
GIA
Guyasuta Investment Advisors Pittsburgh, Pennsylvania $1.94B AUM 32.92% 1-Year Est. Return
CS
CapitalatWork SA Auderghem $3.99B AUM
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CCM
Carmel Capital Management Carmel, California $456M AUM 79.51% 1-Year Est. Return

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

Concurrent Investment Advisors reduced its Vistra (VST) stake by 37% in Q2 2026, selling an estimated $1.85M and leaving 20,196 shares worth $3.2M. The position accounts for 0.03% of the portfolio, ranked #566.

Concurrent Investment Advisors first reported a position in VST in Q2 2025 and has held it in 5 quarters since. The position peaked at $4.83M in Q1 2026. 527 funds tracked by Wall St. Rank hold VST as of Q2 2026.

  • Concurrent Investment Advisors held 20,196 shares of Vistra worth $3.2M as of Q2 2026.
  • Concurrent Investment Advisors sold 11,929 Vistra shares in Q2 2026, an estimated $1.85M.
  • Vistra made up 0.03% of Concurrent Investment Advisors's portfolio in Q2 2026, its #566 holding.
  • Concurrent Investment Advisors first reported a position in Vistra in Q2 2025 and has held it in 5 quarters since.
  • Concurrent Investment Advisors's Vistra position peaked at $4.83M in Q1 2026.
  • 527 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.