Horizon Investments’s Vistra VST Stock Holding History

Horizon Investments’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	$2.14M	Buy	14,267 +2,528	+22%	+$409K	0.02%	465
2025 Q4	$1.89M	Sell	11,739 -21,270	-64%	-$3.87M	0.02%	480
2025 Q3	$6.47M	Sell	33,009 -1,389	-4%	-$275K	0.09%	196
2025 Q2	$6.67M	Buy	34,398 +20,832	+154%	+$3.08M	0.11%	158
2025 Q1	$1.59M	Sell	13,566 -5,864	-30%	-$876K	0.05%	222
2024 Q4	$2.68M	Buy	19,430 +7,961	+69%	+$1.11M	0.08%	155
2024 Q3	$1.36M	Buy	11,469 +7,010	+157%	+$595K	0.04%	227
2024 Q2	$383K	Buy	4,459 +4,404	+8,007%	+$369K	0.01%	415
2024 Q1	$3.83K	Buy	+55	New	+$2.72K	﹤0.01%	657

Other funds holding VST

BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Horizon Investments's VST Position: Q1 2026 in Review

Horizon Investments increased its Vistra (VST) stake by 22% in Q1 2026, buying an estimated $409K and bringing the position to 14,267 shares worth $2.14M. The position accounts for 0.02% of the portfolio, ranked #465.

Horizon Investments first reported a position in VST in Q1 2024 and has held it in 9 quarters since. The position peaked at $6.67M in Q2 2025. 1,313 funds tracked by Wall St. Rank hold VST as of Q1 2026.

Horizon Investments held 14,267 shares of Vistra worth $2.14M as of Q1 2026.
Horizon Investments bought 2,528 Vistra shares in Q1 2026, an estimated $409K.
Vistra made up 0.02% of Horizon Investments's portfolio in Q1 2026, its #465 holding.
Horizon Investments first reported a position in Vistra in Q1 2024 and has held it in 9 quarters since.
Horizon Investments's Vistra position peaked at $6.67M in Q2 2025.
1,313 funds tracked by Wall St. Rank held Vistra as of Q1 2026.

Based on Horizon Investments's 13F filing for Q1 2026, filed 15 May 2026.