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Sagespring Wealth Partners’s Vistra VST Stock Holding History

Sagespring 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 		$410K Buy
2,583
+299
+13% +$46.4K 0.01% 581
2026
Q1 		$343K Sell
2,284
-499
-18% -$80.8K 0.01% 606
2025
Q4 		$449K Buy
2,783
+198
+8% +$36.1K 0.01% 507
2025
Q3 		$506K Buy
2,585
+244
+10% +$48.3K 0.01% 453
2025
Q2 		$454K Buy
+2,341
New +$346K 0.01% 465
2025
Q1 		– Sell
-1,718
Closed -$237K – 694
2024
Q4 		$237K Buy
+1,718
New +$239K 0.01% 544

Other funds holding VST

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Swiss National Bank
Swiss National Bank Zurich, Switzerland $191B AUM 45.21% 1-Year Est. Return

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

Sagespring Wealth Partners increased its Vistra (VST) stake by 13% in Q2 2026, buying an estimated $46.4K and bringing the position to 2,583 shares worth $410K. The position accounts for 0.01% of the portfolio, ranked #581.

Sagespring Wealth Partners first reported a position in VST in Q4 2024 and has held it in 6 quarters since. The position peaked at $506K in Q3 2025. 809 funds tracked by Wall St. Rank hold VST as of Q2 2026.

  • Sagespring Wealth Partners held 2,583 shares of Vistra worth $410K as of Q2 2026.
  • Sagespring Wealth Partners bought 299 Vistra shares in Q2 2026, an estimated $46.4K.
  • Vistra made up 0.01% of Sagespring Wealth Partners's portfolio in Q2 2026, its #581 holding.
  • Sagespring Wealth Partners first reported a position in Vistra in Q4 2024 and has held it in 6 quarters since.
  • Sagespring Wealth Partners's Vistra position peaked at $506K in Q3 2025.
  • 809 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.