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Private Wealth Group’s Vistra VST Stock Holding History

Private Wealth Group’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 		$317K Hold
1,999
– – 0.12% 61
2026
Q1 		$301K Sell
1,999
-8
-0.4% -$1.29K 0.14% 52
2025
Q4 		$324K Buy
2,007
+8
+0.4% +$1.46K 0.16% 50
2025
Q3 		$392K Hold
1,999
– – 0.19% 44
2025
Q2 		$387K Hold
1,999
– – 0.21% 47
2025
Q1 		$235K Hold
1,999
– – 0.14% 54
2024
Q4 		$276K Hold
1,999
– – 0.13% 59
2024
Q3 		$237K Buy
+1,999
New +$170K 0.12% 58

Other funds holding VST

SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
GIA
Guyasuta Investment Advisors Pittsburgh, Pennsylvania $1.94B AUM 32.92% 1-Year Est. Return
CS
CapitalatWork SA Auderghem $3.99B AUM
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CCM
Carmel Capital Management Carmel, California $456M AUM 79.51% 1-Year Est. Return
ELI
Empire Life Investments Toronto, Ontario, Canada $1.79B AUM 38.49% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return

Private Wealth Group's VST Position: Q2 2026 in Review

Private Wealth Group held its Vistra (VST) position steady in Q2 2026 at 1,999 shares worth $317K. The position accounts for 0.12% of the portfolio, ranked #61.

Private Wealth Group first reported a position in VST in Q3 2024 and has held it in 8 quarters since. The position peaked at $392K in Q3 2025. 461 funds tracked by Wall St. Rank hold VST as of Q2 2026.

  • Private Wealth Group held 1,999 shares of Vistra worth $317K as of Q2 2026.
  • Private Wealth Group left its Vistra share count unchanged in Q2 2026.
  • Vistra made up 0.12% of Private Wealth Group's portfolio in Q2 2026, its #61 holding.
  • Private Wealth Group first reported a position in Vistra in Q3 2024 and has held it in 8 quarters since.
  • Private Wealth Group's Vistra position peaked at $392K in Q3 2025.
  • 461 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

Based on Private Wealth Group's 13F filing for Q2 2026, filed 8 Jul 2026.