Nvest Wealth Strategies’s Vistra VST Stock Holding History

Nvest Wealth Strategies’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	–	Sell	-3	Closed	-$451	–	432
2026 Q1	$451	Buy	+3	New	+$486	﹤0.01%	299

Other funds holding VST

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

WHRC

W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Nvest Wealth Strategies's VST Position: Q2 2026 in Review

Nvest Wealth Strategies sold out of Vistra (VST) in Q2 2026, closing a stake of 3 shares — an estimated $451 sold.

Nvest Wealth Strategies first reported a position in VST in Q1 2026 and held it in 1 quarter. The position peaked at $451 in Q1 2026. 744 funds tracked by Wall St. Rank hold VST as of Q2 2026.

Nvest Wealth Strategies reported no remaining Vistra position as of Q2 2026 after selling out during the quarter.
Nvest Wealth Strategies sold 3 Vistra shares in Q2 2026, an estimated $451.
Nvest Wealth Strategies first reported a position in Vistra in Q1 2026 and held it in 1 quarter.
Nvest Wealth Strategies's Vistra position peaked at $451 in Q1 2026.
744 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

Based on Nvest Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.