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Doliver Advisors’s Vistra VST Stock Holding History

Doliver 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 		$797K Buy
5,024
+1,179
+31% +$183K 0.18% 96
2026
Q1 		$578K Sell
3,845
-109
-3% -$17.6K 0.13% 108
2025
Q4 		$638K Sell
3,954
-5
-0.1% -$911 0.16% 103
2025
Q3 		$776K Sell
3,959
-338
-8% -$67K 0.2% 88
2025
Q2 		$833K Buy
4,297
+1,047
+32% +$155K 0.23% 81
2025
Q1 		$382K Buy
3,250
+1,535
+90% +$229K 0.11% 120
2024
Q4 		$236K Buy
+1,715
New +$238K 0.07% 145

Other funds holding VST

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
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
KMC
Kirr Marbach & Co Columbus, Indiana $594M AUM 34% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return
NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return

Doliver Advisors's VST Position: Q2 2026 in Review

Doliver Advisors increased its Vistra (VST) stake by 31% in Q2 2026, buying an estimated $183K and bringing the position to 5,024 shares worth $797K. The position accounts for 0.18% of the portfolio, ranked #96.

Doliver Advisors first reported a position in VST in Q4 2024 and has held it in 7 quarters since. The position peaked at $833K in Q2 2025. 266 funds tracked by Wall St. Rank hold VST as of Q2 2026.

  • Doliver Advisors held 5,024 shares of Vistra worth $797K as of Q2 2026.
  • Doliver Advisors bought 1,179 Vistra shares in Q2 2026, an estimated $183K.
  • Vistra made up 0.18% of Doliver Advisors's portfolio in Q2 2026, its #96 holding.
  • Doliver Advisors first reported a position in Vistra in Q4 2024 and has held it in 7 quarters since.
  • Doliver Advisors's Vistra position peaked at $833K in Q2 2025.
  • 266 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

Based on Doliver Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.