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NewEdge Advisors’s Vistra VST Stock Holding History

NewEdge 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 		$14.9M Sell
93,940
-6,801
-7% -$1.06M 0.04% 381
2026
Q1 		$15.1M Sell
100,741
-184,415
-65% -$29.8M 0.05% 337
2025
Q4 		$46M Buy
285,156
+166,803
+141% +$30.4M 0.17% 122
2025
Q3 		$23.2M Buy
118,353
+11,553
+11% +$2.29M 0.11% 191
2025
Q2 		$20.7M Sell
106,800
-19,951
-16% -$2.95M 0.11% 197
2025
Q1 		$14.9M Buy
126,751
+13,274
+12% +$1.98M 0.09% 232
2024
Q4 		$15.6M Buy
113,477
+23,519
+26% +$3.27M 0.09% 211
2024
Q3 		$10.7M Buy
89,958
+22,061
+32% +$1.87M 0.07% 279
2024
Q2 		$5.84M Buy
67,897
+18,740
+38% +$1.57M 0.04% 405
2024
Q1 		$3.42M Buy
49,157
+4,997
+11% +$247K 0.03% 509
2023
Q4 		$1.71M Buy
44,160
+7,599
+21% +$264K 0.02% 723
2023
Q3 		$1.21M Buy
36,561
+36,552
+406,133% +$1.1M 0.01% 777
2023
Q2 		$236 Hold
9
– – ﹤0.01% 3372
2023
Q1 		$216 Sell
9
-9,185
-100% -$213K ﹤0.01% 3307
2022
Q4 		$80.9K Buy
+9,194
New +$213K ﹤0.01% 1522

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

NewEdge Advisors's VST Position: Q2 2026 in Review

NewEdge Advisors reduced its Vistra (VST) stake by 6.8% in Q2 2026, selling an estimated $1.06M and leaving 93,940 shares worth $14.9M. The position accounts for 0.04% of the portfolio, ranked #381.

NewEdge Advisors first reported a position in VST in Q4 2022 and has held it in 15 quarters since. The position peaked at $46M in Q4 2025. 1,412 funds tracked by Wall St. Rank hold VST as of Q2 2026.

  • NewEdge Advisors held 93,940 shares of Vistra worth $14.9M as of Q2 2026.
  • NewEdge Advisors sold 6,801 Vistra shares in Q2 2026, an estimated $1.06M.
  • Vistra made up 0.04% of NewEdge Advisors's portfolio in Q2 2026, its #381 holding.
  • NewEdge Advisors first reported a position in Vistra in Q4 2022 and has held it in 15 quarters since.
  • NewEdge Advisors's Vistra position peaked at $46M in Q4 2025.
  • 1,412 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

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