Summit Securities Group’s Vistra VST Stock Holding History

Summit Securities Group’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	$96.8K	Buy	610 +558	+1,073%	+$86.6K	0.01%	410
2026 Q1	$7.82K	Sell	52 -421	-89%	-$68.1K	﹤0.01%	711
2025 Q4	$76.3K	Sell	473 -76	-14%	-$13.8K	0.01%	522
2025 Q3	$108K	Buy	549 +320	+140%	+$63.4K	0.02%	377
2025 Q2	$44.4K	Buy	+229	New	+$33.9K	0.01%	546
2024 Q1	–	Sell	-3,700	Closed	-$143K	–	930
2023 Q4	$143K	Buy	3,700 +3,299	+823%	+$115K	0.01%	290
2023 Q3	$13K	Buy	+401	New	+$12K	﹤0.01%	401
2022 Q2	–	Sell	-300	Closed	-$7K	–	1246
2022 Q1	$7K	Buy	+300	New	+$6.66K	﹤0.01%	923

Other funds holding VST

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Summit Securities Group's VST Position: Q2 2026 in Review

Summit Securities Group increased its Vistra (VST) stake by 1,073% in Q2 2026, buying an estimated $86.6K and bringing the position to 610 shares worth $96.8K. The position accounts for 0.01% of the portfolio, ranked #410.

Summit Securities Group first reported a position in VST in Q1 2022 and has held it in 8 quarters since. The position peaked at $143K in Q4 2023. 1,402 funds tracked by Wall St. Rank hold VST as of Q2 2026.

Summit Securities Group held 610 shares of Vistra worth $96.8K as of Q2 2026.
Summit Securities Group bought 558 Vistra shares in Q2 2026, an estimated $86.6K.
Vistra made up 0.01% of Summit Securities Group's portfolio in Q2 2026, its #410 holding.
Summit Securities Group first reported a position in Vistra in Q1 2022 and has held it in 8 quarters since.
Summit Securities Group's Vistra position peaked at $143K in Q4 2023.
1,402 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

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