Zimmer Partners’s Vistra VST Stock Holding History

Zimmer Partners’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
2025 Q3	–	Sell	-1,199	Closed	-$232K	–	195
2025 Q2	$232K	Buy	+1,199	New	+$177K	0.01%	151
2024 Q4	–	Sell	-165,000	Closed	-$19.6M	–	183
2024 Q3	$19.6M	Sell	165,000 -110,543	-40%	-$9.38M	0.36%	52
2024 Q2	$23.7M	Sell	275,543 -376,957	-58%	-$31.5M	0.44%	43
2024 Q1	$45.4M	Buy	+652,500	New	+$32.3M	0.97%	26
2023 Q4	–	Sell	-195,000	Closed	-$6.47M	–	144
2023 Q3	$6.47M	Sell	195,000 -1,180,000	-86%	-$35.4M	0.17%	69
2023 Q2	$36.1M	Sell	1,375,000 -726,600	-35%	-$17.8M	0.85%	38
2023 Q1	$50.4M	Buy	+2,101,600	New	+$48.7M	1.04%	32
2021 Q4	–	Sell	-2,250,000	Closed	-$38.5M	–	174
2021 Q3	$38.5M	Sell	2,250,000 -1,750,000	-44%	-$32.3M	0.61%	43
2021 Q2	$74.2M	Buy	4,000,000 +250,000	+7%	+$4.32M	1%	34
2021 Q1	$66.3M	Buy	+3,750,000	New	+$74.5M	0.9%	36

Other funds holding VST

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

LPC

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Zimmer Partners's VST Position: Q3 2025 in Review

Zimmer Partners sold out of Vistra (VST) in Q3 2025, closing a stake of 1,199 shares — an estimated $232K sold.

Zimmer Partners first reported a position in VST in Q1 2021 and held it in 10 quarters. The position peaked at $74.2M in Q2 2021. 1,337 funds tracked by Wall St. Rank hold VST as of Q3 2025.

Zimmer Partners reported no remaining Vistra position as of Q3 2025 after selling out during the quarter.
Zimmer Partners sold 1,199 Vistra shares in Q3 2025, an estimated $232K.
Zimmer Partners first reported a position in Vistra in Q1 2021 and held it in 10 quarters.
Zimmer Partners's Vistra position peaked at $74.2M in Q2 2021.
1,337 funds tracked by Wall St. Rank held Vistra as of Q3 2025.

Based on Zimmer Partners's 13F filing for Q3 2025, filed 14 Nov 2025.