New Wave Wealth Advisors
VST icon

New Wave Wealth Advisors’s Vistra VST Stock Holding History

New Wave Wealth 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
Q3 		$1.16M Buy
7,131
+403
+6% +$59.3K 0.3% 72
2026
Q2 		$1.07M Buy
6,728
+3,450
+105% +$535K 0.29% 77
2026
Q1 		$493K Buy
3,278
+1,108
+51% +$179K 0.17% 101
2025
Q4 		$350K Buy
+2,170
New +$395K 0.13% 117
2025
Q1 		– Sell
-175
Closed -$24.1K – 663
2024
Q4 		$24.1K Buy
+175
New +$24.3K 0.01% 264

Other funds holding VST

Egerton Capital (UK)
Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Sapient Capital
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
Two Seas Capital
Two Seas Capital Rye, New York $8.68B AUM 78.08% 1-Year Est. Return
Segra Capital Management
Segra Capital Management Palm Beach, Florida $822M AUM 57.18% 1-Year Est. Return
Kapitalo Investimentos
Kapitalo Investimentos Sao Paulo, Brazil $881M AUM 17.43% 1-Year Est. Return
Guyasuta Investment Advisors
Guyasuta Investment Advisors Pittsburgh, Pennsylvania $1.91B AUM 26.66% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Oak Grove Capital
Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return

New Wave Wealth Advisors's VST Position: Q3 2026 in Review

New Wave Wealth Advisors increased its Vistra (VST) stake by 6% in Q3 2026, buying an estimated $59.3K and bringing the position to 7,131 shares worth $1.16M. The position accounts for 0.3% of the portfolio, ranked #72.

New Wave Wealth Advisors first reported a position in VST in Q4 2024 and has held it in 5 quarters since. 420 funds tracked by Wall St. Rank hold VST as of Q3 2026.

  • New Wave Wealth Advisors held 7,131 shares of Vistra worth $1.16M as of Q3 2026.
  • New Wave Wealth Advisors bought 403 Vistra shares in Q3 2026, an estimated $59.3K.
  • Vistra made up 0.3% of New Wave Wealth Advisors's portfolio in Q3 2026, its #72 holding.
  • New Wave Wealth Advisors first reported a position in Vistra in Q4 2024 and has held it in 5 quarters since.
  • 420 funds tracked by Wall St. Rank held Vistra as of Q3 2026.

Based on New Wave Wealth Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.