LI
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LRI Investments’s Vistra VST Stock Holding History

LRI 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
Q2 		$37.4K Sell
236
-3,979
-94% -$617K ﹤0.01% 608
2026
Q1 		$634K Buy
4,215
+243
+6% +$39.3K 0.06% 155
2025
Q4 		$641K Buy
3,972
+3,521
+781% +$641K 0.05% 153
2025
Q3 		$88.3K Buy
451
+165
+58% +$32.7K 0.01% 442
2025
Q2 		$55.4K Buy
286
+146
+104% +$21.6K ﹤0.01% 535
2025
Q1 		$16.4K Buy
+140
New +$20.9K ﹤0.01% 712
2024
Q3 		– Sell
-99
Closed -$8.54K – 1205
2024
Q2 		$8.54K Buy
+99
New +$8.29K ﹤0.01% 784

Other funds holding VST

WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
GIA
Guyasuta Investment Advisors Pittsburgh, Pennsylvania $1.94B AUM 32.92% 1-Year Est. Return
CS
CapitalatWork SA Auderghem $3.99B AUM
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CCM
Carmel Capital Management Carmel, California $456M AUM 79.51% 1-Year Est. Return

LRI Investments's VST Position: Q2 2026 in Review

LRI Investments reduced its Vistra (VST) stake by 94% in Q2 2026, selling an estimated $617K and leaving 236 shares worth $37.4K. The position accounts for ﹤0.01% of the portfolio, ranked #608.

LRI Investments first reported a position in VST in Q2 2024 and has held it in 7 quarters since. The position peaked at $641K in Q4 2025. 527 funds tracked by Wall St. Rank hold VST as of Q2 2026.

  • LRI Investments held 236 shares of Vistra worth $37.4K as of Q2 2026.
  • LRI Investments sold 3,979 Vistra shares in Q2 2026, an estimated $617K.
  • Vistra made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #608 holding.
  • LRI Investments first reported a position in Vistra in Q2 2024 and has held it in 7 quarters since.
  • LRI Investments's Vistra position peaked at $641K in Q4 2025.
  • 527 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.