NewEdge Advisors’s Vista Energy VIST Stock Holding History

NewEdge Advisors’s Portfolio VIST Stock Details VIST Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$52.8K	Hold	700	–	–	﹤0.01%	2923
2025 Q4	$34.1K	Hold	700	–	–	﹤0.01%	3080
2025 Q3	$24.1K	Sell	700 -323	-32%	-$13.4K	﹤0.01%	3063
2025 Q2	$48.9K	Hold	1,023	–	–	﹤0.01%	2668
2025 Q1	$47.6K	Sell	1,023 -7,167	-88%	-$371K	﹤0.01%	2570
2024 Q4	$443K	Buy	8,190 +4,030	+97%	+$208K	﹤0.01%	1631
2024 Q3	$184K	Sell	4,160 -81	-2%	-$3.8K	﹤0.01%	2023
2024 Q2	$193K	Buy	4,241 +2,481	+141%	+$110K	﹤0.01%	1925
2024 Q1	$72.8K	Sell	1,760 -2,862	-62%	-$99.5K	﹤0.01%	2171
2023 Q4	$136K	Buy	4,622 +1,298	+39%	+$38.3K	﹤0.01%	1840
2023 Q3	$101K	Sell	3,324 -2,245	-40%	-$58.7K	﹤0.01%	1832
2023 Q2	$134K	Buy	5,569 +2,339	+72%	+$50.9K	﹤0.01%	1760
2023 Q1	$63.9K	Buy	3,230 +3,222	+40,275%	+$55.2K	﹤0.01%	1903
2022 Q4	$0	Buy	+8	New	+$105	﹤0.01%	4219

Other funds holding VIST

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

ADIC

Abu Dhabi Investment Council Abu Dhabi, United Arab Emirates $975M AUM

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

NewEdge Advisors's VIST Position: Q1 2026 in Review

NewEdge Advisors held its Vista Energy (VIST) position steady in Q1 2026 at 700 shares worth $52.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2923.

NewEdge Advisors first reported a position in VIST in Q4 2022 and has held it in 14 quarters since. The position peaked at $443K in Q4 2024. 222 funds tracked by Wall St. Rank hold VIST as of Q1 2026.

NewEdge Advisors held 700 shares of Vista Energy worth $52.8K as of Q1 2026.
NewEdge Advisors left its Vista Energy share count unchanged in Q1 2026.
Vista Energy made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #2923 holding.
NewEdge Advisors first reported a position in Vista Energy in Q4 2022 and has held it in 14 quarters since.
NewEdge Advisors's Vista Energy position peaked at $443K in Q4 2024.
222 funds tracked by Wall St. Rank held Vista Energy as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.