Steward Partners Investment Advisory’s Vistra VST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $12.2M | Sell |
77,031
-485
| -0.6% | -$75.2K | 0.06% | 296 |
|
|
2026
Q1 | $11.7M | Buy |
77,516
+19,969
| +35% | +$3.23M | 0.06% | 296 |
|
|
2025
Q4 | $9.28M | Buy |
57,547
+23,166
| +67% | +$4.22M | 0.05% | 312 |
|
|
2025
Q3 | $6.74M | Buy |
34,381
+4,848
| +16% | +$961K | 0.04% | 393 |
|
|
2025
Q2 | $5.72M | Buy |
29,533
+5,888
| +25% | +$871K | 0.04% | 388 |
|
|
2025
Q1 | $2.78M | Sell |
23,645
-11,569
| -33% | -$1.73M | 0.02% | 558 |
|
|
2024
Q4 | $4.85M | Buy |
35,214
+15,516
| +79% | +$2.15M | 0.04% | 378 |
|
|
2024
Q3 | $2.33M | Buy |
19,698
+15,737
| +397% | +$1.34M | 0.02% | 580 |
|
|
2024
Q2 | $341K | Buy |
3,961
+389
| +11% | +$32.6K | ﹤0.01% | 1227 |
|
|
2024
Q1 | $249K | Sell |
3,572
-4,260
| -54% | -$211K | ﹤0.01% | 1338 |
|
|
2023
Q4 | $302K | Buy |
7,832
+179
| +2% | +$6.23K | ﹤0.01% | 1214 |
|
|
2023
Q3 | $254K | Buy |
7,653
+49
| +0.6% | +$1.47K | ﹤0.01% | 1184 |
|
|
2023
Q2 | $200K | Sell |
7,604
-466
| -6% | -$11.4K | ﹤0.01% | 1292 |
|
|
2023
Q1 | $194K | Buy |
8,070
+7,534
| +1,406% | +$175K | ﹤0.01% | 1303 |
|
|
2022
Q4 | $12.4K | Buy |
536
+4
| +0.8% | +$93 | ﹤0.01% | 2461 |
|
|
2022
Q3 | $11K | Buy |
532
+126
| +31% | +$3.05K | ﹤0.01% | 2510 |
|
|
2022
Q2 | $9K | Sell |
406
-649
| -62% | -$16K | ﹤0.01% | 2576 |
|
|
2022
Q1 | $25K | Buy |
1,055
+403
| +62% | +$8.94K | ﹤0.01% | 2270 |
|
|
2021
Q4 | $15K | Hold |
652
| – | – | ﹤0.01% | 2452 |
|
|
2021
Q3 | $11K | Hold |
652
| – | – | ﹤0.01% | 2581 |
|
|
2021
Q2 | $12K | Hold |
652
| – | – | ﹤0.01% | 5738 |
|
|
2021
Q1 | $11.5K | Sell |
652
-63
| -9% | -$1.25K | ﹤0.01% | 2725 |
|
|
2020
Q4 | $14K | Buy |
715
+63
| +10% | +$1.17K | ﹤0.01% | 2193 |
|
|
2020
Q3 | $12K | Sell |
652
-2
| -0.3% | -$38 | ﹤0.01% | 2079 |
|
|
2020
Q2 | $12K | Hold |
654
| – | – | ﹤0.01% | 1977 |
|
|
2020
Q1 | $10K | Hold |
654
| – | – | ﹤0.01% | 1877 |
|
|
2019
Q4 | $15K | Hold |
654
| – | – | ﹤0.01% | 1873 |
|
|
2019
Q3 | $17K | Hold |
654
| – | – | ﹤0.01% | 1791 |
|
|
2019
Q2 | $14K | Buy |
+654
| New | +$16.4K | ﹤0.01% | 1851 |
|
|
2018
Q4 | – | Sell |
-982
| Closed | -$24K | – | 2130 |
|
|
2018
Q3 | $24K | Hold |
982
| – | – | ﹤0.01% | 1483 |
|
|
2018
Q2 | $23K | Buy |
+982
| New | +$22.6K | ﹤0.01% | 1415 |
|
Other funds holding VST
Steward Partners Investment Advisory's VST Position: Q2 2026 in Review
Steward Partners Investment Advisory reduced its Vistra (VST) stake by 0.63% in Q2 2026, selling an estimated $75.2K and leaving 77,031 shares worth $12.2M. The position accounts for 0.06% of the portfolio, ranked #296.
Steward Partners Investment Advisory first reported a position in VST in Q2 2018 and has held it in 31 quarters since. 1,412 funds tracked by Wall St. Rank hold VST as of Q2 2026.
- Steward Partners Investment Advisory held 77,031 shares of Vistra worth $12.2M as of Q2 2026.
- Steward Partners Investment Advisory sold 485 Vistra shares in Q2 2026, an estimated $75.2K.
- Vistra made up 0.06% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #296 holding.
- Steward Partners Investment Advisory first reported a position in Vistra in Q2 2018 and has held it in 31 quarters since.
- 1,412 funds tracked by Wall St. Rank held Vistra as of Q2 2026.
Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.