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SteelPeak Wealth’s Vistra VST Stock Holding History

SteelPeak Wealth’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 		$308K Sell
1,942
-642
-25% -$99.6K 0.01% 517
2026
Q1 		$388K Buy
+2,584
New +$418K 0.01% 414
2025
Q4 		– Sell
-13,248
Closed -$2.6M – 655
2025
Q3 		$2.6M Sell
13,248
-11,202
-46% -$2.22M 0.09% 182
2025
Q2 		$4.74M Buy
24,450
+9,350
+62% +$1.38M 0.18% 101
2025
Q1 		$1.77M Buy
15,100
+12,720
+534% +$1.9M 0.07% 192
2024
Q4 		$328K Sell
2,380
-18,106
-88% -$2.51M 0.01% 399
2024
Q3 		$2.43M Sell
20,486
-5,473
-21% -$464K 0.11% 148
2024
Q2 		$2.23M Buy
+25,959
New +$2.17M 0.1% 148

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

SteelPeak Wealth's VST Position: Q2 2026 in Review

SteelPeak Wealth reduced its Vistra (VST) stake by 25% in Q2 2026, selling an estimated $99.6K and leaving 1,942 shares worth $308K. The position accounts for 0.01% of the portfolio, ranked #517.

SteelPeak Wealth first reported a position in VST in Q2 2024 and has held it in 8 quarters since. The position peaked at $4.74M in Q2 2025. 1,402 funds tracked by Wall St. Rank hold VST as of Q2 2026.

  • SteelPeak Wealth held 1,942 shares of Vistra worth $308K as of Q2 2026.
  • SteelPeak Wealth sold 642 Vistra shares in Q2 2026, an estimated $99.6K.
  • Vistra made up 0.01% of SteelPeak Wealth's portfolio in Q2 2026, its #517 holding.
  • SteelPeak Wealth first reported a position in Vistra in Q2 2024 and has held it in 8 quarters since.
  • SteelPeak Wealth's Vistra position peaked at $4.74M in Q2 2025.
  • 1,402 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.