PS
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Principal Securities’s Vistra VST Stock Holding History

Principal Securities’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 		$383K Buy
2,549
+464
+22% +$75.1K 0.01% 1097
2025
Q4 		$336K Sell
2,085
-403
-16% -$73.4K 0.01% 1094
2025
Q3 		$487K Buy
2,488
+462
+23% +$91.5K 0.01% 917
2025
Q2 		$393K Sell
2,026
-853
-30% -$126K 0.01% 961
2025
Q1 		$397K Hold
2,879
– – 0.01% 866
2024
Q4 		$397K Buy
2,879
+43
+2% +$5.97K 0.01% 862
2024
Q3 		$336K Buy
2,836
+238
+9% +$20.2K 0.01% 891
2024
Q2 		$223K Buy
2,598
+220
+9% +$18.4K 0.01% 1001
2024
Q1 		$166K Buy
2,378
+1,888
+385% +$93.4K 0.01% 1093
2023
Q4 		$18.9K Buy
+490
New +$17K ﹤0.01% 1955

Other funds holding VST

BlackRock
BlackRock New York $5.7T 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 $1.47T 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 $564B AUM 30.12% 1-Year Est. Return