Synergy Investment Management’s Vistra VST Stock Holding History

Synergy Investment Management’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	$36K	Buy	+252	New	+$39.1K	0.01%	430

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

Synergy Investment Management's VST Position: Q2 2026 in Review

Synergy Investment Management opened a new position in Vistra (VST) in Q2 2026: 252 shares worth $36K. The stake represents 0.01% of the portfolio and ranks #430 among its holdings.

1,402 funds tracked by Wall St. Rank hold VST as of Q2 2026.

Synergy Investment Management held 252 shares of Vistra worth $36K as of Q2 2026.
Vistra was a new Synergy Investment Management position in Q2 2026.
Vistra made up 0.01% of Synergy Investment Management's portfolio in Q2 2026, its #430 holding.
1,402 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.