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Spire Wealth Management’s Vistra VST Stock Holding History

Spire 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
Q2 		$681K Buy
4,291
+704
+20% +$109K 0.02% 478
2026
Q1 		$539K Sell
3,587
-11,236
-76% -$1.82M 0.02% 524
2025
Q4 		$2.39M Sell
14,823
-1,949
-12% -$355K 0.08% 222
2025
Q3 		$3.29M Sell
16,772
-705
-4% -$140K 0.11% 157
2025
Q2 		$3.37M Buy
17,477
+9,874
+130% +$1.46M 0.12% 147
2025
Q1 		$893K Buy
7,603
+469
+7% +$70.1K 0.03% 428
2024
Q4 		$984K Sell
7,134
-2,364
-25% -$328K 0.03% 396
2024
Q3 		$1.13M Buy
9,498
+9,178
+2,868% +$779K 0.04% 352
2024
Q2 		$27.5K Sell
320
-157
-33% -$13.1K ﹤0.01% 1321
2024
Q1 		$33.2K Sell
477
-133
-22% -$6.58K ﹤0.01% 1356
2023
Q4 		$24.5K Buy
610
+302
+98% +$10.5K ﹤0.01% 1464
2023
Q3 		$10.2K Sell
308
-337
-52% -$10.1K ﹤0.01% 1725
2023
Q2 		$16.9K Buy
645
+233
+57% +$5.69K ﹤0.01% 1648
2023
Q1 		$9.89K Buy
+412
New +$9.55K ﹤0.01% 1848
2022
Q3 		– Sell
-11,817
Closed -$270K – 2621
2022
Q2 		$270K Buy
+11,817
New +$292K 0.01% 664
2022
Q1 		– Sell
-15,789
Closed -$360K – 2894
2021
Q4 		$360K Buy
+15,789
New +$317K 0.01% 825
2021
Q2 		– Sell
-11,211
Closed -$189K – 2984
2021
Q1 		$189K Buy
+11,211
New +$223K 0.01% 1092

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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Spire Wealth Management's VST Position: Q2 2026 in Review

Spire Wealth Management increased its Vistra (VST) stake by 20% in Q2 2026, buying an estimated $109K and bringing the position to 4,291 shares worth $681K. The position accounts for 0.02% of the portfolio, ranked #478.

Spire Wealth Management first reported a position in VST in Q1 2021 and has held it in 17 quarters since. The position peaked at $3.37M in Q2 2025. 1,402 funds tracked by Wall St. Rank hold VST as of Q2 2026.

  • Spire Wealth Management held 4,291 shares of Vistra worth $681K as of Q2 2026.
  • Spire Wealth Management bought 704 Vistra shares in Q2 2026, an estimated $109K.
  • Vistra made up 0.02% of Spire Wealth Management's portfolio in Q2 2026, its #478 holding.
  • Spire Wealth Management first reported a position in Vistra in Q1 2021 and has held it in 17 quarters since.
  • Spire Wealth Management's Vistra position peaked at $3.37M in Q2 2025.
  • 1,402 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.