Peterson Wealth Services
VST icon

Peterson Wealth Services’s Vistra VST Stock Holding History

Peterson Wealth Services’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 		$3.26M Buy
23,547
+1,420
+6% +$209K 0.69% 39
2026
Q2 		$3.51M Buy
22,127
+201
+0.9% +$31.2K 0.77% 40
2026
Q1 		$3.3M Buy
+21,926
New +$3.55M 0.81% 37
2025
Q3 		– Sell
-3
Closed -$582 – 233
2025
Q2 		$582 Buy
+3
New +$444 ﹤0.01% 216

Other funds holding VST

Egerton Capital (UK)
Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 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
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 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

Peterson Wealth Services's VST Position: Q3 2026 in Review

Peterson Wealth Services increased its Vistra (VST) stake by 6.4% in Q3 2026, buying an estimated $209K and bringing the position to 23,547 shares worth $3.26M. The position accounts for 0.69% of the portfolio, ranked #39.

Peterson Wealth Services first reported a position in VST in Q2 2025 and has held it in 4 quarters since. The position peaked at $3.51M in Q2 2026. 489 funds tracked by Wall St. Rank hold VST as of Q3 2026.

  • Peterson Wealth Services held 23,547 shares of Vistra worth $3.26M as of Q3 2026.
  • Peterson Wealth Services bought 1,420 Vistra shares in Q3 2026, an estimated $209K.
  • Vistra made up 0.69% of Peterson Wealth Services's portfolio in Q3 2026, its #39 holding.
  • Peterson Wealth Services first reported a position in Vistra in Q2 2025 and has held it in 4 quarters since.
  • Peterson Wealth Services's Vistra position peaked at $3.51M in Q2 2026.
  • 489 funds tracked by Wall St. Rank held Vistra as of Q3 2026.

Based on Peterson Wealth Services's 13F filing for Q3 2026, filed 26 Oct 2026.