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 Q2	$648K	Buy	4,083 +978	+31%	+$152K	0.01%	632
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Pinnacle Associates's VST Position: Q2 2026 in Review

Pinnacle Associates increased its Vistra (VST) stake by 31% in Q2 2026, buying an estimated $152K and bringing the position to 4,083 shares worth $648K. The position accounts for 0.01% of the portfolio, ranked #632.

Pinnacle Associates first reported a position in VST in Q4 2024 and has held it in 5 quarters since. 1,407 funds tracked by Wall St. Rank hold VST as of Q2 2026.

Pinnacle Associates held 4,083 shares of Vistra worth $648K as of Q2 2026.
Pinnacle Associates bought 978 Vistra shares in Q2 2026, an estimated $152K.
Vistra made up 0.01% of Pinnacle Associates's portfolio in Q2 2026, its #632 holding.
Pinnacle Associates first reported a position in Vistra in Q4 2024 and has held it in 5 quarters since.
1,407 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

Based on Pinnacle Associates's 13F filing for Q2 2026, filed 3 Aug 2026.