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Stamos Capital Partners’s Vistra VST Stock Holding History

Stamos Capital Partners’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 		$1.95M Buy
12,949
+1,111
+9% +$180K 0.3% 96
2025
Q4 		$1.91M Buy
11,838
+468
+4% +$85.2K 0.31% 94
2025
Q3 		$2.23M Sell
11,370
-6,378
-36% -$1.26M 0.42% 64
2025
Q2 		$3.44M Sell
17,748
-1,239
-7% -$183K 0.62% 55
2025
Q1 		$2.23M Buy
18,987
+2,537
+15% +$379K 0.58% 53
2024
Q4 		$2.27M Sell
16,450
-7,420
-31% -$1.03M 0.53% 52
2024
Q3 		$2.83M Buy
23,870
+5,790
+32% +$491K 0.67% 39
2024
Q2 		$1.55M Buy
+18,080
New +$1.51M 0.33% 75

Other funds holding VST

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Stamos Capital Partners's VST Position: Q1 2026 in Review

Stamos Capital Partners increased its Vistra (VST) stake by 9.4% in Q1 2026, buying an estimated $180K and bringing the position to 12,949 shares worth $1.95M. The position accounts for 0.3% of the portfolio, ranked #96.

Stamos Capital Partners first reported a position in VST in Q2 2024 and has held it in 8 quarters since. The position peaked at $3.44M in Q2 2025. 1,310 funds tracked by Wall St. Rank hold VST as of Q1 2026.

  • Stamos Capital Partners held 12,949 shares of Vistra worth $1.95M as of Q1 2026.
  • Stamos Capital Partners bought 1,111 Vistra shares in Q1 2026, an estimated $180K.
  • Vistra made up 0.3% of Stamos Capital Partners's portfolio in Q1 2026, its #96 holding.
  • Stamos Capital Partners first reported a position in Vistra in Q2 2024 and has held it in 8 quarters since.
  • Stamos Capital Partners's Vistra position peaked at $3.44M in Q2 2025.
  • 1,310 funds tracked by Wall St. Rank held Vistra as of Q1 2026.

Based on Stamos Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.