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Plante Moran Financial Advisors’s Vistra VST Stock Holding History

Plante Moran Financial Advisors’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 		$317 Buy
+2
New +$310 ﹤0.01% 1294
2025
Q2 		– Sell
-300
Closed -$35.2K – 865
2025
Q1 		$35.2K Buy
+300
New +$44.8K ﹤0.01% 392
2022
Q1 		– Sell
-207
Closed -$4.59K – 1021
2021
Q4 		$5K Buy
+207
New +$4.15K ﹤0.01% 834
2019
Q1 		– Sell
-95
Closed -$2K – 956
2018
Q4 		$2K Buy
+95
New +$2.24K ﹤0.01% 756

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 $3.38T AUM 44.17% 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

Plante Moran Financial Advisors's VST Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in Vistra (VST) in Q2 2026: 2 shares worth $317. The stake represents ﹤0.01% of the portfolio and ranks #1294 among its holdings. This is a return to the name: Plante Moran Financial Advisors previously reported a position in VST as recently as Q1 2025.

Plante Moran Financial Advisors first reported a position in VST in Q4 2018 and has held it in 4 quarters since. The position peaked at $35.2K in Q1 2025. 1,412 funds tracked by Wall St. Rank hold VST as of Q2 2026.

  • Plante Moran Financial Advisors held 2 shares of Vistra worth $317 as of Q2 2026.
  • Vistra was a new Plante Moran Financial Advisors position in Q2 2026.
  • Vistra made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #1294 holding.
  • Plante Moran Financial Advisors first reported a position in Vistra in Q4 2018 and has held it in 4 quarters since.
  • Plante Moran Financial Advisors's Vistra position peaked at $35.2K in Q1 2025.
  • 1,412 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.