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Sentry Investment Management’s Vistra VST Stock Holding History

Sentry Investment 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
-869
Closed -$140K – 475
2025
Q4 		$140K Hold
869
– – 0.09% 184
2025
Q3 		$179K Sell
869
-240
-22% -$47.6K 0.12% 154
2025
Q2 		$211K Hold
1,109
– – 0.12% 179
2025
Q1 		$114K Buy
1,109
+21
+2% +$3.14K 0.08% 233
2024
Q4 		$150K Sell
1,088
-6,109
-85% -$848K 0.07% 232
2024
Q3 		$853K Buy
7,197
+6,548
+1,009% +$556K 0.36% 57
2024
Q2 		$56K Buy
+649
New +$54.3K 0.02% 404

Other funds holding VST

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Sentry Investment Management's VST Position: Q1 2026 in Review

Sentry Investment Management sold out of Vistra (VST) in Q1 2026, closing a stake of 869 shares — an estimated $140K sold.

Sentry Investment Management first reported a position in VST in Q2 2024 and held it in 7 quarters. The position peaked at $853K in Q3 2024. 1,316 funds tracked by Wall St. Rank hold VST as of Q1 2026.

  • Sentry Investment Management reported no remaining Vistra position as of Q1 2026 after selling out during the quarter.
  • Sentry Investment Management sold 869 Vistra shares in Q1 2026, an estimated $140K.
  • Sentry Investment Management first reported a position in Vistra in Q2 2024 and held it in 7 quarters.
  • Sentry Investment Management's Vistra position peaked at $853K in Q3 2024.
  • 1,316 funds tracked by Wall St. Rank held Vistra as of Q1 2026.

Based on Sentry Investment Management's 13F filing for Q1 2026, filed 8 May 2026.