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VST Vistra

Utilities, filed as VISTRA CORP (COM), Equity As of 2026 Q3 among managers we track Quote on Google Finance, opens in a new tab

Bought by 4 managers in 2026 Q2, sold by 5

  • 2 Owners
  • #103
  • Max 1.3%
  • Master 0.05%
  • $132M
  • 1 add

In 2026 Q3 John Armitage added to Vistra.

Who owns this now

Largest portfolio weights among holders, up to 1.3% (John Armitage, Egerton Capital (UK)). Not free-float ownership.

  1. John Armitage Add 1.3%

Who owns VST

Sorted by value, long equity only, as of 2026 Q3.

History
John Armitage, Egerton Capital (UK) 1.3%, was 0.74% Add +96.0% 951,011 $132M History
Kentucky Trust Co., Kentucky Trust <0.01% Hold 5 $1K History

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by VST's executives, directors and 10% owners in the last 12 months, from their Form 4s

All VST insider trades
  • $1.2M bought by 1 insider
  • $22.6M sold by 4 insiders outside a trading plan
  • $50.9M sold by 8 insiders under 10b5-1 plans
  1. Kristopher E. Moldovan CFO
    Planned sale
    $3.3M 20,000 shares at $165.00 10% of stake
    Traded Oct 7 Filed Oct 8
  2. Scott A Hudson EVP & President Vistra Retail
    Planned sale
    $3.6M 22,222 shares at $160.14 6.7% of stake
    Traded Oct 6 Filed Oct 7
  3. Kristopher E. Moldovan CFO
    Planned sale
    $3M 20,000 shares at $151.03 9.1% of stake
    Traded Sep 8 Filed Sep 10
  4. Scott A Hudson EVP & President Vistra Retail
    Planned sale
    $6.7M 44,444 shares at $151.82 12% of stake
    Traded Sep 8 Filed Sep 10
  5. James A Burke CEO
    Buy
    $903K 6,665 shares at $135.49 +0.6% to stake
    Traded Aug 31–Sep 1 Filed Sep 2
  6. James A Burke CEO
    Buy
    $270K 2,000 shares at $135.00 +0.2% to stake
    Traded Aug 24 Filed Aug 24
  7. Arcilia Acosta Director
    Planned sale
    $2.5M 15,000 shares at $167.52 32% of stake
    Traded Jun 18 Filed Jun 23
  8. John R Sult Director
    Planned sale
    $1.1M 6,500 shares at $170.00 8.4% of stake
    Traded Jun 18 Filed Jun 23
  9. Scott B Helm Director
    Planned sale
    $4M 25,000 shares at $160.00 9.7% of stake
    Traded Jun 16 Filed Jun 18
  10. Paul M Barbas Director
    Planned sale
    $73K 488 shares at $150.47 0.9% of stake
    Traded Jun 12–15 Filed Jun 16
  11. Margaret Montemayor SVP, Chief Accounting Officer
    Sale
    $736K 4,600 shares at $160.00 32% of stake
    Traded Jun 2 Filed Jun 4
  12. Margaret Montemayor SVP, Chief Accounting Officer
    Sale
    $825K 5,000 shares at $164.96 26% of stake
    Traded May 27 Filed May 29
  13. Stephanie Zapata Moore EVP and General Counsel
    Planned sale
    $1.6M 10,000 shares at $160.31 8% of stake
    Traded Mar 9 Filed Mar 12
  14. James A Burke CEO
    Planned sale
    $3.6M 22,251 shares at $162.05 6.9% of stake
    Traded Dec 11, 2025 Filed Dec 16, 2025
  15. Stephanie Zapata Moore EVP and General Counsel
    Sale
    $1.4M 8,219 shares at $173.35 9.3% of stake
    Traded Nov 24, 2025 Filed Nov 26, 2025

Also filed in the last 12 months, not counted as buying or selling: 22 stock grants, 21 share withholdings for taxes, 11 option exercises, and 3 gifts.

Congress

5 members of Congress traded VST in the last three years: 7 buys and 4 sales. 2 members listed it in 2025 annual reports.

All Congress trades
  1. Julia Letlow R-LA-5 Buy $1K–$15K Feb 17 filed Mar 12
  2. Nancy Pelosi D-CA-11Spouse Buy $100K–$250K Jan 16 filed Jan 23
  3. Lisa C. McClain R-MI-9Spouse Sell $1K–$15K Oct 31, 2025 filed Nov 21, 2025
  4. Lisa C. McClain R-MI-9Spouse Buy $1K–$15K Oct 30, 2025 filed Nov 21, 2025
  5. Lisa C. McClain R-MI-9Spouse Sell $1K–$15K Oct 30, 2025 filed Nov 21, 2025
  6. Lisa C. McClain R-MI-9Spouse Buy $1K–$15K Jun 17, 2025 filed Aug 13, 2025

SEC filings

Recent issuer filings from EDGAR, 18 shown.

Filed Form Detail Links
8-K 1.01,2.03,9.01
8-K 1.01,8.01,9.01
424B2
424B5
10-Q
SCHEDULE 13G —
8-K 2.02,9.01
8-K 1.01,2.03,9.01
8-K 8.01
8-K 1.01,2.03,9.01
10-Q
8-K 2.02,9.01
8-K 5.07
SCHEDULE 13G —
SCHEDULE 13G —
8-K 1.01,2.03,9.01
SCHEDULE 13G/A —
DEFA14A

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its SEC filing.

Income statement

Metric FY2023 FY2024 FY2025
Revenue $13.8B $14.76B $17.59B
Net income $1.49B $2.66B $0.944B
Net margin * 10.8% 18.0% 5.4%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $11.64B $8.12B $9.18B
Total non-current assets * $21.33B $29.65B $32.37B
Total assets $32.97B $37.77B $41.55B
Total current liabilities $9.82B $8.43B $11.81B
Total non-current liabilities * $17.82B $23.76B $24.63B
Total equity $5.31B $5.57B $5.1B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $5.45B $4.56B $4.07B
Cash from investing -$2.14B -$5.28B -$4.4B
Cash from financing -$0.294B -$1.6B -$0.074B
Net change in cash $3.01B -$2.32B -$0.4B

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.