Financial Consulate’s Vistra VST Stock Holding History

Financial Consulate’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	$5.08K	Buy	32 +14	+78%	+$2.17K	﹤0.01%	851
2026 Q1	$2.71K	Buy	18 +14	+350%	+$2.27K	﹤0.01%	914
2025 Q4	$646	Buy	+4	New	+$729	﹤0.01%	1097

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

Financial Consulate's VST Position: Q2 2026 in Review

Financial Consulate increased its Vistra (VST) stake by 78% in Q2 2026, buying an estimated $2.17K and bringing the position to 32 shares worth $5.08K. The position accounts for ﹤0.01% of the portfolio, ranked #851.

Financial Consulate first reported a position in VST in Q4 2025 and has held it in 3 quarters since. 1,406 funds tracked by Wall St. Rank hold VST as of Q2 2026.

Financial Consulate held 32 shares of Vistra worth $5.08K as of Q2 2026.
Financial Consulate bought 14 Vistra shares in Q2 2026, an estimated $2.17K.
Vistra made up ﹤0.01% of Financial Consulate's portfolio in Q2 2026, its #851 holding.
Financial Consulate first reported a position in Vistra in Q4 2025 and has held it in 3 quarters since.
1,406 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

Based on Financial Consulate's 13F filing for Q2 2026, filed 23 Jul 2026.