Turtle Creek Wealth Advisors’s Vistra VST Stock Holding History

Turtle Creek Wealth 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 Q2	$326K	Buy	2,055 +383	+23%	+$59.4K	0.02%	352
2026 Q1	$251K	Buy	+1,672	New	+$271K	0.02%	354
2025 Q4	–	Sell	-1,281	Closed	-$251K	–	418
2025 Q3	$251K	Buy	+1,281	New	+$254K	0.02%	311
2024 Q1	–	Sell	-288	Closed	-$11.1K	–	800
2023 Q4	$11.1K	Buy	+288	New	+$10K	﹤0.01%	531

Other funds holding VST

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 New York $167B AUM 44.17% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

CapitalatWork SA Auderghem $3.99B AUM

Turtle Creek Wealth Advisors's VST Position: Q2 2026 in Review

Turtle Creek Wealth Advisors increased its Vistra (VST) stake by 23% in Q2 2026, buying an estimated $59.4K and bringing the position to 2,055 shares worth $326K. The position accounts for 0.02% of the portfolio, ranked #352.

Turtle Creek Wealth Advisors first reported a position in VST in Q4 2023 and has held it in 4 quarters since. 574 funds tracked by Wall St. Rank hold VST as of Q2 2026.

Turtle Creek Wealth Advisors held 2,055 shares of Vistra worth $326K as of Q2 2026.
Turtle Creek Wealth Advisors bought 383 Vistra shares in Q2 2026, an estimated $59.4K.
Vistra made up 0.02% of Turtle Creek Wealth Advisors's portfolio in Q2 2026, its #352 holding.
Turtle Creek Wealth Advisors first reported a position in Vistra in Q4 2023 and has held it in 4 quarters since.
574 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.