Spirit of America Management Corp’s Vistra VST Stock Holding History

Spirit of America Management Corp’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	$5.58M	Buy	35,200 +400	+1%	+$62.1K	1.05%	21
2026 Q1	$5.23M	Buy	34,800 +1,350	+4%	+$219K	1.03%	22
2025 Q4	$5.4M	Buy	33,450 +2,600	+8%	+$474K	1.14%	21
2025 Q3	$6.04M	Buy	30,850 +6,350	+26%	+$1.26M	1.21%	21
2025 Q2	$4.75M	Buy	24,500 +1,450	+6%	+$215K	0.99%	29
2025 Q1	$2.71M	Buy	23,050 +6,400	+38%	+$956K	0.55%	48
2024 Q4	$2.3M	Buy	16,650 +2,850	+21%	+$396K	0.46%	55
2024 Q3	$1.64M	Buy	13,800 +3,650	+36%	+$310K	0.33%	76
2024 Q2	$873K	Buy	10,150 +4,150	+69%	+$347K	0.18%	111
2024 Q1	$418K	Hold	6,000	–	–	0.08%	179
2023 Q4	$231K	Hold	6,000	–	–	0.05%	205
2023 Q3	$199K	Hold	6,000	–	–	0.05%	189
2023 Q2	$158K	Buy	6,000 +4,600	+329%	+$112K	0.04%	199
2023 Q1	$33.6K	Buy	+1,400	New	+$32.5K	0.01%	227

Other funds holding VST

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

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

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Spirit of America Management Corp's VST Position: Q2 2026 in Review

Spirit of America Management Corp increased its Vistra (VST) stake by 1.1% in Q2 2026, buying an estimated $62.1K and bringing the position to 35,200 shares worth $5.58M. The position accounts for 1.05% of the portfolio, ranked #21.

Spirit of America Management Corp first reported a position in VST in Q1 2023 and has held it in 14 quarters since. The position peaked at $6.04M in Q3 2025. 820 funds tracked by Wall St. Rank hold VST as of Q2 2026.

Spirit of America Management Corp held 35,200 shares of Vistra worth $5.58M as of Q2 2026.
Spirit of America Management Corp bought 400 Vistra shares in Q2 2026, an estimated $62.1K.
Vistra made up 1.05% of Spirit of America Management Corp's portfolio in Q2 2026, its #21 holding.
Spirit of America Management Corp first reported a position in Vistra in Q1 2023 and has held it in 14 quarters since.
Spirit of America Management Corp's Vistra position peaked at $6.04M in Q3 2025.
820 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

Based on Spirit of America Management Corp's 13F filing for Q2 2026, filed 14 Jul 2026.