Harvest Investment Services’s Vistra VST Stock Holding History

Harvest Investment Services’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 Q1	–	Sell	-9,869	Closed	-$1.59M	–	386
2025 Q4	$1.59M	Sell	9,869 -458	-4%	-$83.4K	0.3%	86
2025 Q3	$2.02M	Buy	10,327 +3,559	+53%	+$705K	0.41%	72
2025 Q2	$1.31M	Buy	+6,768	New	+$1M	0.29%	96
2025 Q1	–	Sell	-12,810	Closed	-$1.77M	–	361
2024 Q4	$1.77M	Buy	12,810 +8,527	+199%	+$1.18M	0.43%	70
2024 Q3	$508K	Sell	4,283 -9,603	-69%	-$815K	0.16%	138
2024 Q2	$1.19M	Buy	13,886 +5,220	+60%	+$437K	0.47%	53
2024 Q1	$604K	Buy	+8,666	New	+$429K	0.24%	94

Other funds holding VST

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Harvest Investment Services's VST Position: Q1 2026 in Review

Harvest Investment Services sold out of Vistra (VST) in Q1 2026, closing a stake of 9,869 shares — an estimated $1.59M sold.

Harvest Investment Services first reported a position in VST in Q1 2024 and held it in 7 quarters. The position peaked at $2.02M in Q3 2025. 1,309 funds tracked by Wall St. Rank hold VST as of Q1 2026.

Harvest Investment Services reported no remaining Vistra position as of Q1 2026 after selling out during the quarter.
Harvest Investment Services sold 9,869 Vistra shares in Q1 2026, an estimated $1.59M.
Harvest Investment Services first reported a position in Vistra in Q1 2024 and held it in 7 quarters.
Harvest Investment Services's Vistra position peaked at $2.02M in Q3 2025.
1,309 funds tracked by Wall St. Rank held Vistra as of Q1 2026.

Based on Harvest Investment Services's 13F filing for Q1 2026, filed 15 May 2026.