Epoch Investment Partners’s Vistra VST Stock Holding History

Epoch 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
2026 Q2	$42.4M	Buy	267,422 +107,647	+67%	+$16.7M	0.24%	144
2026 Q1	$24M	Buy	+159,775	New	+$25.9M	0.15%	168

Other funds holding VST

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Epoch Investment Partners's VST Position: Q2 2026 in Review

Epoch Investment Partners increased its Vistra (VST) stake by 67% in Q2 2026, buying an estimated $16.7M and bringing the position to 267,422 shares worth $42.4M. The position accounts for 0.24% of the portfolio, ranked #144.

Epoch Investment Partners first reported a position in VST in Q1 2026 and has held it in 2 quarters since. 1,404 funds tracked by Wall St. Rank hold VST as of Q2 2026.

Epoch Investment Partners held 267,422 shares of Vistra worth $42.4M as of Q2 2026.
Epoch Investment Partners bought 107,647 Vistra shares in Q2 2026, an estimated $16.7M.
Vistra made up 0.24% of Epoch Investment Partners's portfolio in Q2 2026, its #144 holding.
Epoch Investment Partners first reported a position in Vistra in Q1 2026 and has held it in 2 quarters since.
1,404 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

Based on Epoch Investment Partners's 13F filing for Q2 2026, filed 13 Aug 2026.