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 Q2	$2.43M	Buy	15,311 +2,362	+18%	+$366K	0.37%	89
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Stamos Capital Partners's VST Position: Q2 2026 in Review

Stamos Capital Partners increased its Vistra (VST) stake by 18% in Q2 2026, buying an estimated $366K and bringing the position to 15,311 shares worth $2.43M. The position accounts for 0.37% of the portfolio, ranked #89.

Stamos Capital Partners first reported a position in VST in Q2 2024 and has held it in 9 quarters since. The position peaked at $3.44M in Q2 2025. 1,407 funds tracked by Wall St. Rank hold VST as of Q2 2026.

Stamos Capital Partners held 15,311 shares of Vistra worth $2.43M as of Q2 2026.
Stamos Capital Partners bought 2,362 Vistra shares in Q2 2026, an estimated $366K.
Vistra made up 0.37% of Stamos Capital Partners's portfolio in Q2 2026, its #89 holding.
Stamos Capital Partners first reported a position in Vistra in Q2 2024 and has held it in 9 quarters since.
Stamos Capital Partners's Vistra position peaked at $3.44M in Q2 2025.
1,407 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

Based on Stamos Capital Partners's 13F filing for Q2 2026, filed 13 Aug 2026.