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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
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Mount Yale Investment Advisors's VST Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in Vistra (VST) in Q1 2026: 22,726 shares worth $3.42M. The stake represents 0.08% of the portfolio and ranks #255 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in VST as recently as Q2 2025.

Mount Yale Investment Advisors first reported a position in VST in Q2 2024 and has held it in 6 quarters since. 1,312 funds tracked by Wall St. Rank hold VST as of Q1 2026.

  • Mount Yale Investment Advisors held 22,726 shares of Vistra worth $3.42M as of Q1 2026.
  • Vistra was a new Mount Yale Investment Advisors position in Q1 2026.
  • Vistra made up 0.08% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #255 holding.
  • Mount Yale Investment Advisors first reported a position in Vistra in Q2 2024 and has held it in 6 quarters since.
  • 1,312 funds tracked by Wall St. Rank held Vistra as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.