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 Q2	$2.33M	Buy	14,704 +43	+0.3%	+$6.67K	0.12%	130
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 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

Principle Wealth Partners's VST Position: Q2 2026 in Review

Principle Wealth Partners increased its Vistra (VST) stake by 0.29% in Q2 2026, buying an estimated $6.67K and bringing the position to 14,704 shares worth $2.33M. The position accounts for 0.12% of the portfolio, ranked #130.

Principle Wealth Partners first reported a position in VST in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.91M in Q2 2025. 1,406 funds tracked by Wall St. Rank hold VST as of Q2 2026.

Principle Wealth Partners held 14,704 shares of Vistra worth $2.33M as of Q2 2026.
Principle Wealth Partners bought 43 Vistra shares in Q2 2026, an estimated $6.67K.
Vistra made up 0.12% of Principle Wealth Partners's portfolio in Q2 2026, its #130 holding.
Principle Wealth Partners first reported a position in Vistra in Q1 2025 and has held it in 6 quarters since.
Principle Wealth Partners's Vistra position peaked at $2.91M in Q2 2025.
1,406 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

Based on Principle Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.