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Convergence Investment Partners’s Vistra VST Stock Holding History

Convergence Investment 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
2025
Q4 		– Sell
-3,008
Closed -$589K – 302
2025
Q3 		$589K Sell
3,008
-2,629
-47% -$521K 0.13% 195
2025
Q2 		$1.09M Sell
5,637
-1,663
-23% -$246K 0.28% 136
2025
Q1 		$857K Sell
7,300
-4,197
-37% -$627K 0.24% 147
2024
Q4 		$1.59M Buy
11,497
+3,048
+36% +$423K 0.35% 99
2024
Q3 		$1M Sell
8,449
-13,403
-61% -$1.14M 0.27% 125
2024
Q2 		$1.88M Sell
21,852
-889
-4% -$74.4K 0.55% 49
2024
Q1 		$1.58M Sell
22,741
-15,224
-40% -$753K 0.61% 45
2023
Q4 		$1.46M Buy
37,965
+30,398
+402% +$1.06M 0.76% 41
2023
Q3 		$251K Buy
+7,567
New +$227K 0.15% 127
2022
Q3 		– Sell
-7,095
Closed -$162K – 252
2022
Q2 		$162K Buy
+7,095
New +$175K 0.1% 178
2021
Q1 		– Sell
-9,607
Closed -$189K – 279
2020
Q4 		$189K Sell
9,607
-29,338
-75% -$546K 0.1% 190
2020
Q3 		$735K Sell
38,945
-6,001
-13% -$113K 0.26% 139
2020
Q2 		$837K Buy
+44,946
New +$847K 0.29% 124
2019
Q1 		– Sell
-25,164
Closed -$576K – 380
2018
Q4 		$576K Sell
25,164
-2,387
-9% -$56.3K 0.13% 173
2018
Q3 		$685K Sell
27,551
-148,654
-84% -$3.42M 0.14% 179
2018
Q2 		$4.17M Buy
+176,205
New +$4.05M 0.58% 50

Other funds holding VST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Convergence Investment Partners's VST Position: Q4 2025 in Review

Convergence Investment Partners sold out of Vistra (VST) in Q4 2025, closing a stake of 3,008 shares — an estimated $589K sold.

Convergence Investment Partners first reported a position in VST in Q2 2018 and held it in 16 quarters. The position peaked at $4.17M in Q2 2018. 1,340 funds tracked by Wall St. Rank hold VST as of Q4 2025.

  • Convergence Investment Partners reported no remaining Vistra position as of Q4 2025 after selling out during the quarter.
  • Convergence Investment Partners sold 3,008 Vistra shares in Q4 2025, an estimated $589K.
  • Convergence Investment Partners first reported a position in Vistra in Q2 2018 and held it in 16 quarters.
  • Convergence Investment Partners's Vistra position peaked at $4.17M in Q2 2018.
  • 1,340 funds tracked by Wall St. Rank held Vistra as of Q4 2025.

Based on Convergence Investment Partners's 13F filing for Q4 2025, filed 5 Feb 2026.