Schnieders Capital Management’s Vistra VST Stock Holding History

Schnieders 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	–	Sell	-3,075	Closed	-$496K	–	228
2025 Q4	$496K	Buy	+3,075	New	+$560K	0.08%	131

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Schnieders Capital Management sold out of Vistra (VST) in Q1 2026, closing a stake of 3,075 shares — an estimated $496K sold.

Schnieders Capital Management first reported a position in VST in Q4 2025 and held it in 1 quarter. The position peaked at $496K in Q4 2025. 1,316 funds tracked by Wall St. Rank hold VST as of Q1 2026.

Schnieders Capital Management reported no remaining Vistra position as of Q1 2026 after selling out during the quarter.
Schnieders Capital Management sold 3,075 Vistra shares in Q1 2026, an estimated $496K.
Schnieders Capital Management first reported a position in Vistra in Q4 2025 and held it in 1 quarter.
Schnieders Capital Management's Vistra position peaked at $496K in Q4 2025.
1,316 funds tracked by Wall St. Rank held Vistra as of Q1 2026.

Based on Schnieders Capital Management's 13F filing for Q1 2026, filed 4 May 2026.