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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
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

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

McBroom & Associates's VST Position: Q2 2026 in Review

McBroom & Associates increased its Vistra (VST) stake by 16% in Q2 2026, buying an estimated $853K and bringing the position to 40,876 shares worth $6.48M. The position accounts for 3.26% of the portfolio, ranked #14.

McBroom & Associates first reported a position in VST in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.85M in Q3 2025. 527 funds tracked by Wall St. Rank hold VST as of Q2 2026.

  • McBroom & Associates held 40,876 shares of Vistra worth $6.48M as of Q2 2026.
  • McBroom & Associates bought 5,495 Vistra shares in Q2 2026, an estimated $853K.
  • Vistra made up 3.26% of McBroom & Associates's portfolio in Q2 2026, its #14 holding.
  • McBroom & Associates first reported a position in Vistra in Q4 2024 and has held it in 7 quarters since.
  • McBroom & Associates's Vistra position peaked at $6.85M in Q3 2025.
  • 527 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

Based on McBroom & Associates's 13F filing for Q2 2026, filed 30 Jul 2026.