NW
VST icon

NewEdge Wealth’s Vistra VST Stock Holding History

NewEdge Wealth’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 		$70.8M Buy
446,431
+20,636
+5% +$3.2M 0.71% 33
2026
Q1 		$64M Buy
425,795
+76,468
+22% +$12.4M 0.76% 29
2025
Q4 		$56.4M Buy
349,327
+11,160
+3% +$2.03M 0.64% 34
2025
Q3 		$64M Buy
338,167
+8,962
+3% +$1.78M 0.92% 18
2025
Q2 		$67.7M Buy
329,205
+23,607
+8% +$3.49M 1.06% 14
2025
Q1 		$35.9M Sell
305,598
-71,640
-19% -$10.7M 0.65% 39
2024
Q4 		$52M Buy
377,238
+8,933
+2% +$1.24M 0.9% 20
2024
Q3 		$43.7M Buy
368,305
+18,818
+5% +$1.6M 0.79% 28
2024
Q2 		$30M Buy
349,487
+6,665
+2% +$558K 0.65% 39
2024
Q1 		$27.4M Buy
342,822
+28,287
+9% +$1.4M 0.61% 40
2023
Q4 		$12.1M Buy
314,535
+37,864
+14% +$1.32M 0.31% 89
2023
Q3 		$9.18M Buy
+276,671
New +$8.31M 0.29% 97

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 $3.37T AUM 44.26% 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 Wealth's VST Position: Q2 2026 in Review

NewEdge Wealth increased its Vistra (VST) stake by 4.8% in Q2 2026, buying an estimated $3.2M and bringing the position to 446,431 shares worth $70.8M. The position accounts for 0.71% of the portfolio, ranked #33.

NewEdge Wealth first reported a position in VST in Q3 2023 and has held it in 12 quarters since. 1,406 funds tracked by Wall St. Rank hold VST as of Q2 2026.

  • NewEdge Wealth held 446,431 shares of Vistra worth $70.8M as of Q2 2026.
  • NewEdge Wealth bought 20,636 Vistra shares in Q2 2026, an estimated $3.2M.
  • Vistra made up 0.71% of NewEdge Wealth's portfolio in Q2 2026, its #33 holding.
  • NewEdge Wealth first reported a position in Vistra in Q3 2023 and has held it in 12 quarters since.
  • 1,406 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.