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Evergreen Capital Management’s Vistra VST Stock Holding History

Evergreen 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 		$457K Sell
2,881
-1,818
-39% -$282K 0.01% 964
2026
Q1 		$706K Sell
4,699
-177
-4% -$28.6K 0.02% 613
2025
Q4 		$787K Buy
4,876
+2,065
+73% +$376K 0.02% 540
2025
Q3 		$551K Buy
2,811
+370
+15% +$73.3K 0.01% 617
2025
Q2 		$473K Sell
2,441
-193
-7% -$28.6K 0.01% 576
2025
Q1 		$309K Buy
2,634
+174
+7% +$26K 0.01% 735
2024
Q4 		$339K Buy
2,460
+25
+1% +$3.47K 0.01% 676
2024
Q3 		$289K Sell
2,435
-1,189
-33% -$101K 0.01% 730
2024
Q2 		$312K Buy
+3,624
New +$303K 0.01% 651

Other funds holding VST

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Evergreen Capital Management reduced its Vistra (VST) stake by 39% in Q2 2026, selling an estimated $282K and leaving 2,881 shares worth $457K. The position accounts for 0.01% of the portfolio, ranked #964.

Evergreen Capital Management first reported a position in VST in Q2 2024 and has held it in 9 quarters since. The position peaked at $787K in Q4 2025. 1,402 funds tracked by Wall St. Rank hold VST as of Q2 2026.

  • Evergreen Capital Management held 2,881 shares of Vistra worth $457K as of Q2 2026.
  • Evergreen Capital Management sold 1,818 Vistra shares in Q2 2026, an estimated $282K.
  • Vistra made up 0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #964 holding.
  • Evergreen Capital Management first reported a position in Vistra in Q2 2024 and has held it in 9 quarters since.
  • Evergreen Capital Management's Vistra position peaked at $787K in Q4 2025.
  • 1,402 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.