Shelton Wealth Management
VST icon

Shelton Wealth Management’s Vistra VST Stock Holding History

Shelton Wealth 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
Q3 		$1.29M Buy
9,345
+858
+10% +$126K 0.51% 68
2026
Q2 		$1.35M Buy
8,487
+2,276
+37% +$353K 0.53% 65
2026
Q1 		$934K Buy
6,211
+4,455
+254% +$721K 0.41% 81
2025
Q4 		$283K Buy
+1,756
New +$320K 0.12% 112

Other funds holding VST

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
W.H. Reaves & Co
W.H. Reaves & Co Jersey City, New Jersey $5.54B AUM 1.09% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return

Shelton Wealth Management's VST Position: Q3 2026 in Review

Shelton Wealth Management increased its Vistra (VST) stake by 10% in Q3 2026, buying an estimated $126K and bringing the position to 9,345 shares worth $1.29M. The position accounts for 0.51% of the portfolio, ranked #68.

Shelton Wealth Management first reported a position in VST in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.35M in Q2 2026. 840 funds tracked by Wall St. Rank hold VST as of Q3 2026.

  • Shelton Wealth Management held 9,345 shares of Vistra worth $1.29M as of Q3 2026.
  • Shelton Wealth Management bought 858 Vistra shares in Q3 2026, an estimated $126K.
  • Vistra made up 0.51% of Shelton Wealth Management's portfolio in Q3 2026, its #68 holding.
  • Shelton Wealth Management first reported a position in Vistra in Q4 2025 and has held it in 4 quarters since.
  • Shelton Wealth Management's Vistra position peaked at $1.35M in Q2 2026.
  • 840 funds tracked by Wall St. Rank held Vistra as of Q3 2026.

Based on Shelton Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.