McBroom & Associates’s Vistra VST Stock Holding History

McBroom & Associates’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 Q3	$4.95M	Sell	35,787 -5,089	-12%	-$749K	2.99%	15
2026 Q2	$6.48M	Buy	40,876 +5,495	+16%	+$853K	3.26%	14
2026 Q1	$5.32M	Sell	35,381 -1,558	-4%	-$252K	2.96%	17
2025 Q4	$5.96M	Buy	36,939 +1,964	+6%	+$358K	2.9%	16
2025 Q3	$6.85M	Buy	34,975 +13,345	+62%	+$2.64M	3.26%	15
2025 Q2	$2.54M	Hold	21,630	–	–	1.45%	21
2025 Q1	$2.54M	Buy	21,630 +13,273	+159%	+$1.98M	1.45%	21
2024 Q4	$1.15M	Buy	+8,357	New	+$1.16M	0.65%	24

Other funds holding VST

Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Two Seas Capital Rye, New York $8.68B AUM 78.08% 1-Year Est. Return

Segra Capital Management Palm Beach, Florida $822M AUM 57.18% 1-Year Est. Return

Kapitalo Investimentos Sao Paulo, Brazil $881M AUM 17.43% 1-Year Est. Return

Guyasuta Investment Advisors Pittsburgh, Pennsylvania $1.91B AUM 26.66% 1-Year Est. Return

McBroom & Associates's VST Position: Q3 2026 in Review

McBroom & Associates reduced its Vistra (VST) stake by 12% in Q3 2026, selling an estimated $749K and leaving 35,787 shares worth $4.95M. The position accounts for 2.99% of the portfolio, ranked #15.

McBroom & Associates first reported a position in VST in Q4 2024 and has held it in 8 quarters since. The position peaked at $6.85M in Q3 2025. 499 funds tracked by Wall St. Rank hold VST as of Q3 2026.

McBroom & Associates held 35,787 shares of Vistra worth $4.95M as of Q3 2026.
McBroom & Associates sold 5,089 Vistra shares in Q3 2026, an estimated $749K.
Vistra made up 2.99% of McBroom & Associates's portfolio in Q3 2026, its #15 holding.
McBroom & Associates first reported a position in Vistra in Q4 2024 and has held it in 8 quarters since.
McBroom & Associates's Vistra position peaked at $6.85M in Q3 2025.
499 funds tracked by Wall St. Rank held Vistra as of Q3 2026.

Based on McBroom & Associates's 13F filing for Q3 2026, filed 29 Oct 2026.