Everence Capital Management’s Vistra VST Stock Holding History

Everence Capital Management’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	–	Sell	-2,903	Closed	-$436K	–	937
2026 Q1	$436K	Sell	2,903 -2,583	-47%	-$418K	0.03%	422
2025 Q4	$885K	Sell	5,486 -1,574	-22%	-$287K	0.05%	261
2025 Q3	$1.38M	Hold	7,060	–	–	0.08%	189
2025 Q2	$1.37M	Buy	+7,060	New	+$1.04M	0.09%	188

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

Everence Capital Management's VST Position: Q2 2026 in Review

Everence Capital Management sold out of Vistra (VST) in Q2 2026, closing a stake of 2,903 shares — an estimated $436K sold.

Everence Capital Management first reported a position in VST in Q2 2025 and held it in 4 quarters. The position peaked at $1.38M in Q3 2025. 1,407 funds tracked by Wall St. Rank hold VST as of Q2 2026.

Everence Capital Management reported no remaining Vistra position as of Q2 2026 after selling out during the quarter.
Everence Capital Management sold 2,903 Vistra shares in Q2 2026, an estimated $436K.
Everence Capital Management first reported a position in Vistra in Q2 2025 and held it in 4 quarters.
Everence Capital Management's Vistra position peaked at $1.38M in Q3 2025.
1,407 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

Based on Everence Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.