CX Institutional’s Vistra VST Stock Holding History

CX Institutional’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	$7.33M	Buy	46,181 +9,132	+25%	+$1.42M	0.21%	121
2026 Q1	$5.57M	Buy	37,049 +34,573	+1,396%	+$5.6M	0.17%	148
2025 Q4	$399K	Buy	2,476 +106	+4%	+$19.3K	0.01%	482
2025 Q3	$464K	Buy	2,370 +22	+0.9%	+$4.36K	0.01%	453
2025 Q2	$455K	Buy	2,348 +467	+25%	+$69.1K	0.02%	394
2025 Q1	$221K	Buy	1,881 +625	+50%	+$93.4K	0.01%	572
2024 Q4	$173K	Buy	+1,256	New	+$174K	0.01%	520
2022 Q3	–	Sell	-700	Closed	-$16K	–	1117
2022 Q2	$16K	Buy	+700	New	+$17.3K	﹤0.01%	883
2021 Q4	–	Sell	-700	Closed	-$12K	–	886
2021 Q3	$12K	Hold	700	–	–	﹤0.01%	812
2021 Q2	$13K	Buy	+700	New	+$12.1K	﹤0.01%	807
2019 Q3	–	Sell	-91	Closed	-$2K	–	954
2019 Q2	$2K	Buy	+91	New	+$2.28K	﹤0.01%	788

Other funds holding VST

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Teamwork Financial Advisors San Antonio, Texas $1.07B AUM 39.98% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Haven Capital Group Westlake Village, California $125M AUM 29.36% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return

Palouse Capital Management Spokane, Washington $160M AUM 36.15% 1-Year Est. Return