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Pinnacle Associates’s Vistra VST Stock Holding History

Pinnacle Associates’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
Q1 		$467K Buy
3,105
+1,331
+75% +$215K 0.01% 670
2025
Q4 		$286K Buy
1,774
+387
+28% +$70.5K ﹤0.01% 803
2025
Q3 		$272K Buy
+1,387
New +$275K ﹤0.01% 775
2025
Q1 		– Sell
-2,729
Closed -$376K – 867
2024
Q4 		$376K Buy
+2,729
New +$379K 0.01% 663

Other funds holding VST

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Pinnacle Associates's VST Position: Q1 2026 in Review

Pinnacle Associates increased its Vistra (VST) stake by 75% in Q1 2026, buying an estimated $215K and bringing the position to 3,105 shares worth $467K. The position accounts for 0.01% of the portfolio, ranked #670.

Pinnacle Associates first reported a position in VST in Q4 2024 and has held it in 4 quarters since. 1,310 funds tracked by Wall St. Rank hold VST as of Q1 2026.

  • Pinnacle Associates held 3,105 shares of Vistra worth $467K as of Q1 2026.
  • Pinnacle Associates bought 1,331 Vistra shares in Q1 2026, an estimated $215K.
  • Vistra made up 0.01% of Pinnacle Associates's portfolio in Q1 2026, its #670 holding.
  • Pinnacle Associates first reported a position in Vistra in Q4 2024 and has held it in 4 quarters since.
  • 1,310 funds tracked by Wall St. Rank held Vistra as of Q1 2026.

Based on Pinnacle Associates's 13F filing for Q1 2026, filed 22 Apr 2026.