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Tortoise Investment Management’s Vistra VST Stock Holding History

Tortoise 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
2025
Q4 		– Sell
-116
Closed -$22.6K – 1425
2025
Q3 		$22.6K Buy
116
+4
+4% +$793 ﹤0.01% 498
2025
Q2 		$21.8K Buy
112
+12
+12% +$1.78K ﹤0.01% 496
2025
Q1 		$11.8K Hold
100
– – ﹤0.01% 570
2024
Q4 		$13.8K Buy
+100
New +$13.9K ﹤0.01% 593

Other funds holding VST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Tortoise Investment Management's VST Position: Q4 2025 in Review

Tortoise Investment Management sold out of Vistra (VST) in Q4 2025, closing a stake of 116 shares — an estimated $22.6K sold.

Tortoise Investment Management first reported a position in VST in Q4 2024 and held it in 4 quarters. The position peaked at $22.6K in Q3 2025. 1,339 funds tracked by Wall St. Rank hold VST as of Q4 2025.

  • Tortoise Investment Management reported no remaining Vistra position as of Q4 2025 after selling out during the quarter.
  • Tortoise Investment Management sold 116 Vistra shares in Q4 2025, an estimated $22.6K.
  • Tortoise Investment Management first reported a position in Vistra in Q4 2024 and held it in 4 quarters.
  • Tortoise Investment Management's Vistra position peaked at $22.6K in Q3 2025.
  • 1,339 funds tracked by Wall St. Rank held Vistra as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.