SW
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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
2025
Q1 		– Hold
0
– -$179K – 690
2024
Q4 		– Hold
0
– – – 494
2024
Q3 		– Hold
0
– – – 463
2024
Q2 		– Hold
0
– – – 507

Other funds holding VST

WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
GIA
Guyasuta Investment Advisors Pittsburgh, Pennsylvania $1.94B AUM 32.92% 1-Year Est. Return
CS
CapitalatWork SA Auderghem $3.99B AUM
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CCM
Carmel Capital Management Carmel, California $456M AUM 79.51% 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. 527 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.
  • 527 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.