RCM
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Ratan Capital Management’s Vistra VST Stock Holding History

Ratan Capital Management’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 		$29.2M Sell
147,766
-48,710
-25% -$7.88M 10.83% 4
2025
Q4 		$23.8M Buy
196,476
+46,400
+31% +$8.45M 6.55% 6
2025
Q3 		$26.2M Buy
150,076
+71,652
+91% +$14.2M 14.13% 1
2025
Q2 		$15.2M Sell
78,424
-118,316
-60% -$17.5M 6.96% 5
2025
Q1 		$23.1M Sell
196,740
-60,649
-24% -$9.06M 7.45% 5
2024
Q4 		$35.5M Sell
257,389
-53,711
-17% -$7.46M 5.44% 6
2024
Q3 		$36.9M Buy
311,100
+53,700
+21% +$4.56M 9.94% 3
2024
Q2 		$22.8M Buy
257,400
+177,400
+222% +$14.8M 6.89% 3
2024
Q1 		$5.57M Buy
+80,000
New +$3.96M 2.96% 9
2018
Q2 		– Sell
-356,952
Closed -$7.43M – 36
2018
Q1 		$7.43M Buy
+356,952
New +$6.9M 4.8% 7

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

Ratan Capital Management's VST Position: Q1 2026 in Review

Ratan Capital Management reduced its Vistra (VST) stake by 25% in Q1 2026, selling an estimated $7.88M and leaving 147,766 shares worth $29.2M. The position accounts for 10.83% of the portfolio, ranked #4.

Ratan Capital Management first reported a position in VST in Q1 2018 and has held it in 10 quarters since. The position peaked at $36.9M in Q3 2024. 1,309 funds tracked by Wall St. Rank hold VST as of Q1 2026.

  • Ratan Capital Management held 147,766 shares of Vistra worth $29.2M as of Q1 2026.
  • Ratan Capital Management sold 48,710 Vistra shares in Q1 2026, an estimated $7.88M.
  • Vistra made up 10.83% of Ratan Capital Management's portfolio in Q1 2026, its #4 holding.
  • Ratan Capital Management first reported a position in Vistra in Q1 2018 and has held it in 10 quarters since.
  • Ratan Capital Management's Vistra position peaked at $36.9M in Q3 2024.
  • 1,309 funds tracked by Wall St. Rank held Vistra as of Q1 2026.

Based on Ratan Capital Management's 13F filing for Q1 2026, filed 14 May 2026.