KAS
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KPP Advisory Services’s Vistra VST Stock Holding History

KPP 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
Q2 		$363K Buy
2,291
+84
+4% +$13K 0.05% 273
2026
Q1 		$332K Sell
2,207
-14
-0.6% -$2.27K 0.05% 271
2025
Q4 		$358K Sell
2,221
-16
-0.7% -$2.91K 0.05% 249
2025
Q3 		$438K Buy
2,237
+34
+2% +$6.74K 0.06% 223
2025
Q2 		$427K Sell
2,203
-229
-9% -$33.9K 0.07% 210
2025
Q1 		$286K Buy
2,432
+332
+16% +$49.6K 0.05% 250
2024
Q4 		$290K Sell
2,100
-180
-8% -$25K 0.07% 203
2024
Q3 		$270K Buy
+2,280
New +$194K 0.06% 210

Other funds holding VST

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

KPP Advisory Services's VST Position: Q2 2026 in Review

KPP Advisory Services increased its Vistra (VST) stake by 3.8% in Q2 2026, buying an estimated $13K and bringing the position to 2,291 shares worth $363K. The position accounts for 0.05% of the portfolio, ranked #273.

KPP Advisory Services first reported a position in VST in Q3 2024 and has held it in 8 quarters since. The position peaked at $438K in Q3 2025. 1,402 funds tracked by Wall St. Rank hold VST as of Q2 2026.

  • KPP Advisory Services held 2,291 shares of Vistra worth $363K as of Q2 2026.
  • KPP Advisory Services bought 84 Vistra shares in Q2 2026, an estimated $13K.
  • Vistra made up 0.05% of KPP Advisory Services's portfolio in Q2 2026, its #273 holding.
  • KPP Advisory Services first reported a position in Vistra in Q3 2024 and has held it in 8 quarters since.
  • KPP Advisory Services's Vistra position peaked at $438K in Q3 2025.
  • 1,402 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

Based on KPP Advisory Services's 13F filing for Q2 2026, filed 24 Jul 2026.