Insigneo Advisory Services’s Vistra VST Stock Holding History

Insigneo Advisory 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	$922K	Buy	6,136 +770	+14%	+$125K	0.07%	229
2025 Q4	$866K	Buy	5,366 +740	+16%	+$135K	0.06%	238
2025 Q3	$906K	Buy	4,626 +2,646	+134%	+$524K	0.06%	229
2025 Q2	$384K	Buy	+1,980	New	+$293K	0.03%	396

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

Insigneo Advisory Services's VST Position: Q1 2026 in Review

Insigneo Advisory Services increased its Vistra (VST) stake by 14% in Q1 2026, buying an estimated $125K and bringing the position to 6,136 shares worth $922K. The position accounts for 0.07% of the portfolio, ranked #229.

Insigneo Advisory Services first reported a position in VST in Q2 2025 and has held it in 4 quarters since. 1,309 funds tracked by Wall St. Rank hold VST as of Q1 2026.

Insigneo Advisory Services held 6,136 shares of Vistra worth $922K as of Q1 2026.
Insigneo Advisory Services bought 770 Vistra shares in Q1 2026, an estimated $125K.
Vistra made up 0.07% of Insigneo Advisory Services's portfolio in Q1 2026, its #229 holding.
Insigneo Advisory Services first reported a position in Vistra in Q2 2025 and has held it in 4 quarters since.
1,309 funds tracked by Wall St. Rank held Vistra as of Q1 2026.

Based on Insigneo Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.