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Strategic Investment Advisors’s Vistra VST Stock Holding History

Strategic Investment Advisors’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 		– Sell
-9,916
Closed -$1.6M – 391
2025
Q4 		$1.6M Sell
9,916
-7,134
-42% -$1.3M 0.14% 74
2025
Q3 		$3.34M Sell
17,050
-1,329
-7% -$263K 0.3% 52
2025
Q2 		$3.55M Sell
18,379
-2,360
-11% -$349K 0.35% 44
2025
Q1 		$2.44M Sell
20,739
-771
-4% -$115K 0.26% 54
2024
Q4 		$2.97M Sell
21,510
-839
-4% -$116K 0.32% 46
2024
Q3 		$2.65M Buy
22,349
+448
+2% +$38K 0.29% 51
2024
Q2 		$1.88M Buy
21,901
+1,115
+5% +$93.3K 0.23% 63
2024
Q1 		$1.45M Sell
20,786
-363
-2% -$18K 0.19% 80
2023
Q4 		$815K Buy
+21,149
New +$736K 0.12% 116

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

Strategic Investment Advisors's VST Position: Q1 2026 in Review

Strategic Investment Advisors sold out of Vistra (VST) in Q1 2026, closing a stake of 9,916 shares — an estimated $1.6M sold.

Strategic Investment Advisors first reported a position in VST in Q4 2023 and held it in 9 quarters. The position peaked at $3.55M in Q2 2025. 1,309 funds tracked by Wall St. Rank hold VST as of Q1 2026.

  • Strategic Investment Advisors reported no remaining Vistra position as of Q1 2026 after selling out during the quarter.
  • Strategic Investment Advisors sold 9,916 Vistra shares in Q1 2026, an estimated $1.6M.
  • Strategic Investment Advisors first reported a position in Vistra in Q4 2023 and held it in 9 quarters.
  • Strategic Investment Advisors's Vistra position peaked at $3.55M in Q2 2025.
  • 1,309 funds tracked by Wall St. Rank held Vistra as of Q1 2026.

Based on Strategic Investment Advisors's 13F filing for Q1 2026, filed 18 May 2026.