Moneta Group Investment Advisors’s Vistra VST Stock Holding History

Moneta Group Investment Advisors’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 Q1	$370K	Sell	2,464 -1,194	-33%	-$193K	﹤0.01%	577
2025 Q4	$590K	Sell	3,658 -111	-3%	-$20.2K	﹤0.01%	460
2025 Q3	$738K	Buy	3,769 +114	+3%	+$22.6K	0.01%	411
2025 Q2	$708K	Buy	3,655 +269	+8%	+$39.8K	0.01%	366
2025 Q1	$398K	Buy	3,386 +410	+14%	+$61.3K	0.01%	470
2024 Q4	$410K	Buy	2,976 +1,244	+72%	+$173K	0.01%	459
2024 Q3	$205K	Buy	+1,732	New	+$147K	﹤0.01%	610

Other funds holding VST

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Moneta Group Investment Advisors's VST Position: Q1 2026 in Review

Moneta Group Investment Advisors reduced its Vistra (VST) stake by 33% in Q1 2026, selling an estimated $193K and leaving 2,464 shares worth $370K. The position accounts for ﹤0.01% of the portfolio, ranked #577.

Moneta Group Investment Advisors first reported a position in VST in Q3 2024 and has held it in 7 quarters since. The position peaked at $738K in Q3 2025. 1,310 funds tracked by Wall St. Rank hold VST as of Q1 2026.

Moneta Group Investment Advisors held 2,464 shares of Vistra worth $370K as of Q1 2026.
Moneta Group Investment Advisors sold 1,194 Vistra shares in Q1 2026, an estimated $193K.
Vistra made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #577 holding.
Moneta Group Investment Advisors first reported a position in Vistra in Q3 2024 and has held it in 7 quarters since.
Moneta Group Investment Advisors's Vistra position peaked at $738K in Q3 2025.
1,310 funds tracked by Wall St. Rank held Vistra as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.