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Westbourne Investments’s Vistra VST Stock Holding History

Westbourne Investments’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 		$4.35M Buy
27,450
+400
+1% +$62.1K 1.78% 13
2026
Q1 		$4.07M Buy
27,050
+6,383
+31% +$1.03M 1.93% 12
2025
Q4 		$3.33M Sell
20,667
-530
-3% -$96.5K 1.55% 21
2025
Q3 		$3.99M Sell
21,197
-930
-4% -$184K 1.91% 12
2025
Q2 		$4.29M Buy
22,127
+8,696
+65% +$1.29M 2.29% 10
2025
Q1 		$1.58M Buy
13,431
+8,146
+154% +$1.22M 0.95% 36
2024
Q4 		$729K Buy
+5,285
New +$734K 0.43% 58

Other funds holding VST

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Westbourne Investments's VST Position: Q2 2026 in Review

Westbourne Investments increased its Vistra (VST) stake by 1.5% in Q2 2026, buying an estimated $62.1K and bringing the position to 27,450 shares worth $4.35M. The position accounts for 1.78% of the portfolio, ranked #13.

Westbourne Investments first reported a position in VST in Q4 2024 and has held it in 7 quarters since. 1,406 funds tracked by Wall St. Rank hold VST as of Q2 2026.

  • Westbourne Investments held 27,450 shares of Vistra worth $4.35M as of Q2 2026.
  • Westbourne Investments bought 400 Vistra shares in Q2 2026, an estimated $62.1K.
  • Vistra made up 1.78% of Westbourne Investments's portfolio in Q2 2026, its #13 holding.
  • Westbourne Investments first reported a position in Vistra in Q4 2024 and has held it in 7 quarters since.
  • 1,406 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

Based on Westbourne Investments's 13F filing for Q2 2026, filed 11 Aug 2026.