John Overdeck’s Vistra VST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $5.44M | Sell |
34,318
-5,316
| -13% | -$825K | ﹤0.01% | 2064 |
|
|
2026
Q1 | $5.96M | Buy |
39,634
+29,222
| +281% | +$4.73M | ﹤0.01% | 1815 |
|
|
2025
Q4 | $1.68M | Sell |
10,412
-20,100
| -66% | -$3.66M | ﹤0.01% | 2565 |
|
|
2025
Q3 | $5.98M | Sell |
30,512
-4,200
| -12% | -$832K | 0.01% | 1316 |
|
|
2025
Q2 | $6.73M | Sell |
34,712
-26,106
| -43% | -$3.86M | 0.01% | 1050 |
|
|
2025
Q1 | $7.14M | Buy |
60,818
+35,540
| +141% | +$5.31M | 0.02% | 938 |
|
|
2024
Q4 | $3.49M | Sell |
25,278
-1,119,551
| -98% | -$155M | 0.01% | 1337 |
|
|
2024
Q3 | $136M | Buy |
+1,144,829
| New | +$97.2M | 0.3% | 79 |
|
|
2024
Q1 | – | Sell |
-662,892
| Closed | -$25.5M | – | 3419 |
|
|
2023
Q4 | $25.5M | Sell |
662,892
-360,506
| -35% | -$12.5M | 0.06% | 359 |
|
|
2023
Q3 | $34M | Buy |
1,023,398
+649,245
| +174% | +$19.5M | 0.09% | 260 |
|
|
2023
Q2 | $9.8M | Buy |
374,153
+309,847
| +482% | +$7.57M | 0.02% | 652 |
|
|
2023
Q1 | $1.54M | Sell |
64,306
-88,000
| -58% | -$2.04M | ﹤0.01% | 1588 |
|
|
2022
Q4 | $3.53M | Buy |
+152,306
| New | +$3.52M | 0.01% | 1032 |
|
|
2022
Q3 | – | Sell |
-1,421,273
| Closed | -$32.5M | – | 2849 |
|
|
2022
Q2 | $32.5M | Sell |
1,421,273
-2,216,241
| -61% | -$54.8M | 0.11% | 225 |
|
|
2022
Q1 | $84.6M | Buy |
3,637,514
+3,523,707
| +3,096% | +$78.2M | 0.25% | 101 |
|
|
2021
Q4 | $2.59M | Buy |
113,807
+101,806
| +848% | +$2.04M | 0.01% | 1699 |
|
|
2021
Q3 | $205K | Buy |
+12,001
| New | +$222K | ﹤0.01% | 3957 |
|
|
2021
Q1 | – | Sell |
-48,335
| Closed | -$961K | – | 4278 |
|
|
2020
Q4 | $950K | Buy |
+48,335
| New | +$900K | ﹤0.01% | 2053 |
|
|
2020
Q3 | – | Sell |
-133,612
| Closed | -$2.52M | – | 3597 |
|
|
2020
Q2 | $2.49M | Buy |
133,612
+115,706
| +646% | +$2.18M | 0.01% | 987 |
|
|
2020
Q1 | $286K | Buy |
+17,906
| New | +$364K | ﹤0.01% | 2349 |
|
|
2018
Q3 | – | Sell |
-286,511
| Closed | -$6.78M | – | 3629 |
|
|
2018
Q2 | $6.78M | Sell |
286,511
-485,540
| -63% | -$11.2M | 0.02% | 874 |
|
|
2018
Q1 | $16.1M | Buy |
772,051
+11,187
| +1% | +$216K | 0.05% | 411 |
|
|
2017
Q4 | $13.9M | Buy |
+760,864
| New | +$14.3M | 0.05% | 476 |
|
Other funds holding VST
John Overdeck's VST Position: Q2 2026 in Review
John Overdeck reduced its Vistra (VST) stake by 13% in Q2 2026, selling an estimated $825K and leaving 34,318 shares worth $5.44M. The position accounts for ﹤0.01% of the portfolio, ranked #2064.
John Overdeck first reported a position in VST in Q4 2017 and has held it in 23 quarters since. The position peaked at $136M in Q3 2024. 1,414 funds tracked by Wall St. Rank hold VST as of Q2 2026.
- John Overdeck held 34,318 shares of Vistra worth $5.44M as of Q2 2026.
- John Overdeck sold 5,316 Vistra shares in Q2 2026, an estimated $825K.
- Vistra made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #2064 holding.
- John Overdeck first reported a position in Vistra in Q4 2017 and has held it in 23 quarters since.
- John Overdeck's Vistra position peaked at $136M in Q3 2024.
- 1,414 funds tracked by Wall St. Rank held Vistra as of Q2 2026.
Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.