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Valeo Financial Advisors’s Vistra VST Stock Holding History

Valeo Financial 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
2024
Q3 		– Sell
-2,000
Closed -$172 – 742
2024
Q2 		$172 Buy
+2,000
New +$167K ﹤0.01% 669

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
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Valeo Financial Advisors's VST Position: Q2 2026 in Review

Valeo Financial Advisors increased its Vistra (VST) stake by 16% in Q2 2026, buying an estimated $83K and bringing the position to 3,819 shares worth $606K. The position accounts for 0.01% of the portfolio, ranked #402.

Valeo Financial Advisors first reported a position in VST in Q4 2019 and has held it in 13 quarters since. The position peaked at $1.54M in Q2 2025. 594 funds tracked by Wall St. Rank hold VST as of Q2 2026.

  • Valeo Financial Advisors held 3,819 shares of Vistra worth $606K as of Q2 2026.
  • Valeo Financial Advisors bought 535 Vistra shares in Q2 2026, an estimated $83K.
  • Vistra made up 0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #402 holding.
  • Valeo Financial Advisors first reported a position in Vistra in Q4 2019 and has held it in 13 quarters since.
  • Valeo Financial Advisors's Vistra position peaked at $1.54M in Q2 2025.
  • 594 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.