SGI
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Summit Global Investments’s Vistra VST Stock Holding History

Summit Global Investments’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 		$470K Buy
2,964
+634
+27% +$98.4K 0.03% 354
2026
Q1 		$350K Buy
2,330
+7
+0.3% +$1.13K 0.02% 393
2025
Q4 		$375K Buy
2,323
+1,024
+79% +$187K 0.02% 385
2025
Q3 		$254K Buy
+1,299
New +$257K 0.01% 420

Other funds holding VST

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 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
Citigroup
Citigroup New York $303B AUM 53.02% 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

Summit Global Investments's VST Position: Q2 2026 in Review

Summit Global Investments increased its Vistra (VST) stake by 27% in Q2 2026, buying an estimated $98.4K and bringing the position to 2,964 shares worth $470K. The position accounts for 0.03% of the portfolio, ranked #354.

Summit Global Investments first reported a position in VST in Q3 2025 and has held it in 4 quarters since. 574 funds tracked by Wall St. Rank hold VST as of Q2 2026.

  • Summit Global Investments held 2,964 shares of Vistra worth $470K as of Q2 2026.
  • Summit Global Investments bought 634 Vistra shares in Q2 2026, an estimated $98.4K.
  • Vistra made up 0.03% of Summit Global Investments's portfolio in Q2 2026, its #354 holding.
  • Summit Global Investments first reported a position in Vistra in Q3 2025 and has held it in 4 quarters since.
  • 574 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

Based on Summit Global Investments's 13F filing for Q2 2026, filed 3 Aug 2026.