ZEGA Investments’s Vistra VST Stock Holding History

ZEGA 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	$876K	Buy	5,525 +1,359	+33%	+$211K	0.09%	135
2026 Q1	$626K	Buy	4,166 +192	+5%	+$31.1K	0.07%	155
2025 Q4	$641K	Sell	3,974 -472	-11%	-$86K	0.08%	121
2025 Q3	$871K	Buy	+4,446	New	+$881K	0.12%	98

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

ZEGA Investments's VST Position: Q2 2026 in Review

ZEGA Investments increased its Vistra (VST) stake by 33% in Q2 2026, buying an estimated $211K and bringing the position to 5,525 shares worth $876K. The position accounts for 0.09% of the portfolio, ranked #135.

ZEGA Investments first reported a position in VST in Q3 2025 and has held it in 4 quarters since. 1,402 funds tracked by Wall St. Rank hold VST as of Q2 2026.

ZEGA Investments held 5,525 shares of Vistra worth $876K as of Q2 2026.
ZEGA Investments bought 1,359 Vistra shares in Q2 2026, an estimated $211K.
Vistra made up 0.09% of ZEGA Investments's portfolio in Q2 2026, its #135 holding.
ZEGA Investments first reported a position in Vistra in Q3 2025 and has held it in 4 quarters since.
1,402 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

Based on ZEGA Investments's 13F filing for Q2 2026, filed 31 Jul 2026.