PWP
VST icon

Principle Wealth Partners’s Vistra VST Stock Holding History

Principle Wealth Partners’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 		$2.2M Buy
14,661
+199
+1% +$32.2K 0.13% 122
2025
Q4 		$2.33M Buy
14,462
+73
+0.5% +$13.3K 0.13% 119
2025
Q3 		$2.82M Sell
14,389
-641
-4% -$127K 0.16% 104
2025
Q2 		$2.91M Buy
15,030
+3,950
+36% +$584K 0.18% 100
2025
Q1 		$1.3M Buy
+11,080
New +$1.66M 0.09% 139

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

Principle Wealth Partners's VST Position: Q1 2026 in Review

Principle Wealth Partners increased its Vistra (VST) stake by 1.4% in Q1 2026, buying an estimated $32.2K and bringing the position to 14,661 shares worth $2.2M. The position accounts for 0.13% of the portfolio, ranked #122.

Principle Wealth Partners first reported a position in VST in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.91M in Q2 2025. 1,309 funds tracked by Wall St. Rank hold VST as of Q1 2026.

  • Principle Wealth Partners held 14,661 shares of Vistra worth $2.2M as of Q1 2026.
  • Principle Wealth Partners bought 199 Vistra shares in Q1 2026, an estimated $32.2K.
  • Vistra made up 0.13% of Principle Wealth Partners's portfolio in Q1 2026, its #122 holding.
  • Principle Wealth Partners first reported a position in Vistra in Q1 2025 and has held it in 5 quarters since.
  • Principle Wealth Partners's Vistra position peaked at $2.91M in Q2 2025.
  • 1,309 funds tracked by Wall St. Rank held Vistra as of Q1 2026.

Based on Principle Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.