Financial Perspectives’s Vistra VST Stock Holding History

Financial Perspectives’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 Q3	$968	Hold	7	–	–	﹤0.01%	684
2026 Q2	$1.11K	Hold	7	–	–	﹤0.01%	680
2026 Q1	$1.05K	Hold	7	–	–	﹤0.01%	664
2025 Q4	$1.13K	Hold	7	–	–	﹤0.01%	663
2025 Q3	$1.37K	Hold	7	–	–	﹤0.01%	651
2025 Q2	$1.36K	Hold	7	–	–	﹤0.01%	647
2025 Q1	$822	Hold	7	–	–	﹤0.01%	667
2024 Q4	$965	Hold	7	–	–	﹤0.01%	661
2024 Q3	$830	Hold	7	–	–	﹤0.01%	628
2024 Q2	$602	Hold	7	–	–	﹤0.01%	631
2024 Q1	$488	Hold	7	–	–	﹤0.01%	630
2023 Q4	$270	Hold	7	–	–	﹤0.01%	669
2023 Q3	$232	Hold	7	–	–	﹤0.01%	679
2023 Q2	$184	Hold	7	–	–	﹤0.01%	664
2023 Q1	$168	Buy	+7	New	+$162	﹤0.01%	660

Other funds holding VST

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

W.H. Reaves & Co Jersey City, New Jersey $5.54B AUM 1.09% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return

Financial Perspectives's VST Position: Q3 2026 in Review

Financial Perspectives held its Vistra (VST) position steady in Q3 2026 at 7 shares worth $968. The position accounts for ﹤0.01% of the portfolio, ranked #684.

Financial Perspectives first reported a position in VST in Q1 2023 and has held it in 15 quarters since. The position peaked at $1.37K in Q3 2025. 840 funds tracked by Wall St. Rank hold VST as of Q3 2026.

Financial Perspectives held 7 shares of Vistra worth $968 as of Q3 2026.
Financial Perspectives left its Vistra share count unchanged in Q3 2026.
Vistra made up ﹤0.01% of Financial Perspectives's portfolio in Q3 2026, its #684 holding.
Financial Perspectives first reported a position in Vistra in Q1 2023 and has held it in 15 quarters since.
Financial Perspectives's Vistra position peaked at $1.37K in Q3 2025.
840 funds tracked by Wall St. Rank held Vistra as of Q3 2026.

Based on Financial Perspectives's 13F filing for Q3 2026, filed 3 Nov 2026.