EWP
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Elevation Wealth Partners’s Vistra VST Stock Holding History

Elevation Wealth 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
2026
Q2 		$3.65K Sell
23
-23
-50% -$3.57K ﹤0.01% 1088
2026
Q1 		$6.92K Buy
46
+45
+4,500% +$7.28K ﹤0.01% 605
2025
Q4 		$162 Sell
1
-23
-96% -$4.19K ﹤0.01% 941
2025
Q3 		$4.7K Buy
24
+23
+2,300% +$4.56K ﹤0.01% 491
2025
Q2 		$194 Hold
1
– – ﹤0.01% 458
2025
Q1 		$118 Hold
1
– – ﹤0.01% 468
2024
Q4 		$138 Buy
+1
New +$139 ﹤0.01% 473

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
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
ELI
Empire Life Investments Toronto, Ontario, Canada $1.79B AUM 38.49% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return

Elevation Wealth Partners's VST Position: Q2 2026 in Review

Elevation Wealth Partners reduced its Vistra (VST) stake by 50% in Q2 2026, selling an estimated $3.57K and leaving 23 shares worth $3.65K. The position accounts for ﹤0.01% of the portfolio, ranked #1088.

Elevation Wealth Partners first reported a position in VST in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.92K in Q1 2026. 461 funds tracked by Wall St. Rank hold VST as of Q2 2026.

  • Elevation Wealth Partners held 23 shares of Vistra worth $3.65K as of Q2 2026.
  • Elevation Wealth Partners sold 23 Vistra shares in Q2 2026, an estimated $3.57K.
  • Vistra made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #1088 holding.
  • Elevation Wealth Partners first reported a position in Vistra in Q4 2024 and has held it in 7 quarters since.
  • Elevation Wealth Partners's Vistra position peaked at $6.92K in Q1 2026.
  • 461 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.