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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
Q2 		$1.29M Buy
8,146
+5,682
+231% +$882K 0.01% 352
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
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 $3.38T AUM 44.17% 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

Moneta Group Investment Advisors's VST Position: Q2 2026 in Review

Moneta Group Investment Advisors increased its Vistra (VST) stake by 231% in Q2 2026, buying an estimated $882K and bringing the position to 8,146 shares worth $1.29M. The position accounts for 0.01% of the portfolio, ranked #352.

Moneta Group Investment Advisors first reported a position in VST in Q3 2024 and has held it in 8 quarters since. 1,412 funds tracked by Wall St. Rank hold VST as of Q2 2026.

  • Moneta Group Investment Advisors held 8,146 shares of Vistra worth $1.29M as of Q2 2026.
  • Moneta Group Investment Advisors bought 5,682 Vistra shares in Q2 2026, an estimated $882K.
  • Vistra made up 0.01% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #352 holding.
  • Moneta Group Investment Advisors first reported a position in Vistra in Q3 2024 and has held it in 8 quarters since.
  • 1,412 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.