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 Q1	$271K	Buy	+1,800	New	+$291K	0.03%	238

Other funds holding VST

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

ZEGA Investments's VST Position: Q1 2026 in Review

ZEGA Investments increased its Vistra (VST) stake by 4.8% in Q1 2026, buying an estimated $31.1K and bringing the position to 4,166 shares worth $626K. The position accounts for 0.07% of the portfolio, ranked #155.

ZEGA Investments first reported a position in VST in Q3 2025 and has held it in 3 quarters since. The position peaked at $871K in Q3 2025. 1,310 funds tracked by Wall St. Rank hold VST as of Q1 2026.

ZEGA Investments held 4,166 shares of Vistra worth $626K as of Q1 2026.
ZEGA Investments bought 192 Vistra shares in Q1 2026, an estimated $31.1K.
Vistra made up 0.07% of ZEGA Investments's portfolio in Q1 2026, its #155 holding.
ZEGA Investments first reported a position in Vistra in Q3 2025 and has held it in 3 quarters since.
ZEGA Investments's Vistra position peaked at $871K in Q3 2025.
1,310 funds tracked by Wall St. Rank held Vistra as of Q1 2026.

Based on ZEGA Investments's 13F filing for Q1 2026, filed 11 May 2026.