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Mount Yale Investment Advisors’s Vistra VST Stock Holding History

Mount Yale 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 		$3.82M Buy
24,077
+1,351
+6% +$210K 0.07% 267
2026
Q1 		$3.42M Buy
+22,726
New +$3.68M 0.08% 255
2025
Q3 		– Sell
-16,044
Closed -$3.11M – 1583
2025
Q2 		$3.11M Buy
16,044
+2,946
+22% +$436K 0.24% 84
2025
Q1 		$1.54M Buy
13,098
+2,296
+21% +$343K 0.13% 140
2024
Q4 		$1.49M Buy
10,802
+808
+8% +$112K 0.12% 150
2024
Q3 		$1.18M Sell
9,994
-4,102
-29% -$348K 0.11% 173
2024
Q2 		$1.21M Buy
+14,096
New +$1.18M 0.1% 181

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

Mount Yale Investment Advisors's VST Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its Vistra (VST) stake by 5.9% in Q2 2026, buying an estimated $210K and bringing the position to 24,077 shares worth $3.82M. The position accounts for 0.07% of the portfolio, ranked #267.

Mount Yale Investment Advisors first reported a position in VST in Q2 2024 and has held it in 7 quarters since. 1,412 funds tracked by Wall St. Rank hold VST as of Q2 2026.

  • Mount Yale Investment Advisors held 24,077 shares of Vistra worth $3.82M as of Q2 2026.
  • Mount Yale Investment Advisors bought 1,351 Vistra shares in Q2 2026, an estimated $210K.
  • Vistra made up 0.07% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #267 holding.
  • Mount Yale Investment Advisors first reported a position in Vistra in Q2 2024 and has held it in 7 quarters since.
  • 1,412 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.