VISTRA CORP VST
COM · Common Stock · CUSIP 92840M102 · ISIN US92840M1027
US electricity company
- SectorUtilities
- IndustryElectric Services
- HeadquartersIrving, TX
- Founded2016
- Websitevistracorp.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($296.9m this quarter). Holder counts are more reliable. Shares outstanding: 335.6m as of 2026-08-03, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $158.63. Options: 58 managers hold calls ($3.1bn notional), 54 hold puts ($3.4bn).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 413 |
| Q4 2022 | 429 |
| Q1 2023 | 427 |
| Q2 2023 | 421 |
| Q3 2023 | 495 |
| Q4 2023 | 549 |
| Q1 2024 | 665 |
| Q2 2024 | 798 |
| Q3 2024 | 920 |
| Q4 2024 | 1,108 |
| Q1 2025 | 1,122 |
| Q2 2025 | 1,275 |
| Q3 2025 | 1,340 |
| Q4 2025 | 1,342 |
| Q1 2026 | 1,322 |
| Q2 2026 | 1,406 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 548 | 388 |
| Q4 2024 | 599 | 432 |
| Q1 2025 | 632 | 535 |
| Q2 2025 | 763 | 508 |
| Q3 2025 | 716 | 590 |
| Q4 2025 | 645 | 673 |
| Q1 2026 | 738 | 597 |
| Q2 2026 | 824 | 542 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $2.6bn | $3.6bn | 1.37 |
| Q4 2025 | $1.9bn | $3.3bn | 1.75 |
| Q1 2026 | $1.7bn | $2.8bn | 1.66 |
| Q2 2026 | $3.1bn | $3.4bn | 1.11 |
Biggest buyers
| SG Americas Securities, LLC | Added | +1.9m |
| GOLDMAN SACHS GROUP INC | Added | +1.4m |
| Corvex Management LP | New | +1.0m |
| VICTORY CAPITAL MANAGEMENT INC | Added | +881.1k |
| UBS Group AG | Added | +800.5k |
| Phoenix Financial Ltd. | Added | +773.9k |
| BANK OF MONTREAL /CAN/ | Added | +759.4k |
| BAILLIE GIFFORD & CO | New | +749.4k |
| MORGAN STANLEY | Added | +623.8k |
| TORONTO DOMINION BANK | Added | +602.2k |
Biggest sellers
| LONE PINE CAPITAL LLC | Sold out | -6.2m |
| JPMORGAN CHASE & CO | Reduced | -4.2m |
| JANE STREET GROUP, LLC | Reduced | -2.4m |
| FMR LLC | Reduced | -1.6m |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | Reduced | -791.0k |
| CANADA PENSION PLAN INVESTMENT BOARD | Reduced | -733.8k |
| Amundi | Reduced | -609.8k |
| ALKEON CAPITAL MANAGEMENT LLC | Reduced | -600.0k |
| BARCLAYS PLC | Reduced | -568.3k |
| Atreides Management, LP | Sold out | -523.8k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $816.1m5.1m shares |
| JANE STREET GROUP, LLC | Added | $397.4m2.5m shares |
| CITADEL ADVISORS LLC | Added | $390.9m2.5m shares |
| NOMURA HOLDINGS INC | Added | $193.8m1.2m shares |
| IMC-Chicago, LLC | Added | $174.9m1.1m shares |
| Balyasny Asset Management L.P. | Added | $160.0m1.0m shares |
| GROUP ONE TRADING LLC | Added | $151.5m954.8k shares |
| UBS Group AG | Added | $111.4m702.2k shares |
| Walleye Trading LLC | Added | $108.9m686.8k shares |
| PEAK6 LLC | Added | $70.5m444.6k shares |
Biggest puts
| JANE STREET GROUP, LLC | Added | $1.3bn8.1m shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $509.0m3.2m shares |
| CITADEL ADVISORS LLC | Added | $337.4m2.1m shares |
| GOLDMAN SACHS GROUP INC | Added | $283.9m1.8m shares |
| IMC-Chicago, LLC | Added | $157.3m991.6k shares |
| TORONTO DOMINION BANK | New | $81.4m513.0k shares |
| Walleye Trading LLC | Added | $74.3m468.6k shares |
| UBS Group AG | Added | $74.3m468.4k shares |
| D. E. Shaw & Co., Inc. | Added | $69.6m438.7k shares |
| MILLENNIUM MANAGEMENT LLC | Reduced | $60.7m382.4k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-28 | 7.2% |
| Qatar Investment Authority 13G · passive investor new · filed 2025-08-05 | 5.5% |
| FMR LLC 13G · institution filed 2025-05-12 | 5.1% |
| VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution new · filed 2026-04-28 | 5.0% |
| STATE STREET CORP 13G · institution new · filed 2026-08-07 | 5.0% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-26; now reported by VANGUARD CAPITAL MANAGEMENT LLC)
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 0 | — | 5 | $75.1m | — |
| Q1 2025 | 1 | $190.1k | 1 | $6.0m | — |
| Q2 2025 | 0 | — | 6 | $69.5m | $22.0m |
| Q3 2025 | 0 | — | 1 | $70.1m | $70.1m |
| Q4 2025 | 0 | — | 4 | $111.1m | $90.1m |
| Q1 2026 | 0 | — | 1 | $1.6m | $1.6m |
| Q2 2026 | 0 | — | 5 | $9.3m | $7.7m |
| Q3 2026 | 1 | $1.2m | 2 | $9.8m | $9.8m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-09-08 | HUDSON SCOTT A EVP & President Vistra Retail | Sold plan | $6.7m44.4k shares |
| 2026-09-08 | Moldovan Kristopher E. EVP and CFO · by Moldovan Family Living Trust UAD 10/08/2025 | Sold plan | $3.0m20.0k shares |
| 2026-09-01 | BURKE JAMES A President and CEO, director · By JAMEB, LP, a limited partnership jointly owned by Reporting Person and his spouse | Bought | $603.9k4.5k shares |
| 2026-08-31 | BURKE JAMES A President and CEO, director · By JAMEB, LP, a limited partnership jointly owned by Reporting Person and his spouse | Bought | $299.2k2.2k shares |
| 2026-08-24 | BURKE JAMES A President and CEO, director · By JAMEB, LP, a limited partnership jointly owned by Reporting Person and his spouse | Bought | $270.0k2.0k shares |
| 2026-06-18 | Acosta Arcilia Director | Sold plan | $2.5m15.0k shares |
| 2026-06-18 | SULT JOHN R Director | Sold plan | $1.1m6.5k shares |
| 2026-06-16 | HELM SCOTT B Director | Sold plan | $4.0m25.0k shares |
| 2026-06-15 | BARBAS PAUL M Director | Sold plan | $37.3k244 shares |
| 2026-06-12 | BARBAS PAUL M Director | Sold plan | $36.1k244 shares |
| 2026-06-02 | Montemayor Margaret SVP, Chief Accounting Officer | Sold | $736.0k4.6k shares |
| 2026-05-27 | Montemayor Margaret SVP, Chief Accounting Officer | Sold | $824.8k5.0k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.07% of their portfolio | 29.1m $4.6bn | Added +584.1k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.07% of their portfolio | 21.4m $3.4bn | Reduced -102 |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.12% of their portfolio | 16.9m $2.7bn | Added +37.1k |
| STATE STREET CORP 0.08% of their portfolio | 16.9m $2.7bn | Added +80.0k |
| FMR LLC 0.10% of their portfolio | 14.2m $2.2bn | Reduced -1.6m |
| GEODE CAPITAL MANAGEMENT, LLC 0.08% of their portfolio | 9.0m $1.4bn | Added +3.7k |
| MORGAN STANLEY 0.07% of their portfolio | 8.9m $1.4bn | Added +623.8k |
| NORGES BANK 0.09% of their portfolio | 5.8m $921.8m | Not comparable |
| UBS Group AG 0.14% of their portfolio | 5.4m $856.4m | Added +800.5k |
| GOLDMAN SACHS GROUP INC 0.08% of their portfolio | 4.7m $752.3m | Added +1.4m |
| Invesco Ltd. 0.05% of their portfolio | 3.7m $589.1m | Added +560.1k |
| DIMENSIONAL FUND ADVISORS LP 0.10% of their portfolio | 3.5m $562.7m | Added +109.6k |
| JPMORGAN CHASE & CO 0.03% of their portfolio | 3.3m $528.2m | Reduced -4.2m |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.16% of their portfolio | 3.2m $501.6m | Reduced -791.0k |
| NORTHERN TRUST CORP 0.06% of their portfolio | 3.0m $479.4m | Reduced -125.9k |
| BANK OF AMERICA CORP /DE/ 0.03% of their portfolio | 3.0m $468.4m | Reduced -31.4k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.05% of their portfolio | 2.9m $452.3m | Added +207.8k |
| FRANKLIN RESOURCES INC 0.09% of their portfolio | 2.7m $426.1m | Added +94.5k |
| Capital World Investors 0.05% of their portfolio | 2.6m $408.4m | Added +40.0k |
| SG Americas Securities, LLC 0.23% of their portfolio | 2.5m $404.3m | Added +1.9m |
| CANADA PENSION PLAN INVESTMENT BOARD 0.21% of their portfolio | 2.4m $388.6m | Reduced -733.8k |
| Bank of New York Mellon Corp 0.06% of their portfolio | 2.4m $381.9m | Added +21.8k |
| Clearbridge Investments, LLC 0.30% of their portfolio | 2.3m $366.9m | Reduced -160.5k |
| APPALOOSA LP 4.70% of their portfolio | 2.2m $351.4m | Added +192.9k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.04% of their portfolio | 2.1m $334.4m | Added +28.5k |
| REAVES W H & CO INC 4.98% of their portfolio | 2.1m $328.5m | Reduced -23.6k |
| Nuveen, LLC 0.07% of their portfolio | 2.0m $311.1m | Reduced -194.8k |
| ALKEON CAPITAL MANAGEMENT LLC 1.19% of their portfolio | 1.9m $308.8m | Reduced -600.0k |
| NEUBERGER BERMAN GROUP LLC 0.20% of their portfolio | 1.9m $295.9m | Reduced -95.8k |
| VANGUARD FIDUCIARY TRUST CO 0.06% of their portfolio | 1.8m $292.3m | Reduced -16.1k |
| JENNISON ASSOCIATES LLC 0.17% of their portfolio | 1.8m $287.6m | Added +290.4k |
| Rubric Capital Management LP 2.61% of their portfolio | 1.8m $284.7m | Added +295.0k |
| Legal & General Group Plc 0.06% of their portfolio | 1.7m $267.5m | Reduced -49.4k |
| Jupiter Topco LLC 0.11% of their portfolio | 1.7m $262.2m | First filing |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.05% of their portfolio | 1.6m $260.0m | Added +69.4k |
| ROYAL BANK OF CANADA 0.04% of their portfolio | 1.6m $247.1m | Added +113.9k |
| Forest Avenue Capital Management LP 10.22% of their portfolio | 1.5m $243.4m | Added +237.0k |
| RAYMOND JAMES FINANCIAL INC 0.06% of their portfolio | 1.5m $237.6m | Added +42.5k |
| Pictet Asset Management Holding SA 0.22% of their portfolio | 1.5m $235.3m | Added +94.5k |
| Point72 Asset Management, L.P. 0.36% of their portfolio | 1.5m $234.5m | Added +559.8k |
| WELLINGTON MANAGEMENT GROUP LLP 0.04% of their portfolio | 1.4m $222.2m | Added +472.9k |
| Merewether Investment Management, LP 3.78% of their portfolio | 1.3m $200.7m | Added +149.8k |
| VOYA INVESTMENT MANAGEMENT LLC 0.17% of their portfolio | 1.2m $195.5m | Added +128.4k |
| WELLS FARGO & COMPANY/MN 0.03% of their portfolio | 1.2m $187.3m | Added +91.1k |
| BANK OF MONTREAL /CAN/ 0.07% of their portfolio | 1.1m $181.3m | Added +759.4k |
| FEDERATED HERMES, INC. 0.25% of their portfolio | 1.1m $174.7m | Added +248.8k |
| AMERICAN CENTURY COMPANIES INC 0.07% of their portfolio | 1.0m $166.3m | Reduced -10.6k |
| Corvex Management LP 5.03% of their portfolio | 1.0m $161.8m | New |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.14% of their portfolio | 1.0m $160.5m | Added +335.7k |
| VICTORY CAPITAL MANAGEMENT INC 0.09% of their portfolio | 984.4k $156.2m | Added +881.1k |
| Swiss National Bank 0.08% of their portfolio | 955.0k $151.5m | Reduced -39.3k |
| Thrivent Financial for Lutherans 0.25% of their portfolio | 929.7k $147.5m | Added +123.0k |
| Tidal Investments LLC 0.35% of their portfolio | 906.3k $143.8m | Added +201.4k |
| JANE STREET GROUP, LLC 0.09% of their portfolio | 888.7k $141.0m | Reduced -2.4m |
| DEUTSCHE BANK AG\ 0.04% of their portfolio | 871.6k $138.3m | Added +142.2k |
| Sumitomo Mitsui Trust Group, Inc. 0.08% of their portfolio | 860.1k $136.4m | Added +55.7k |
| D. E. Shaw & Co., Inc. 0.08% of their portfolio | 848.4k $134.6m | Added +581.3k |
| CITIGROUP INC 0.06% of their portfolio | 810.9k $128.6m | Added +283.9k |
| Balyasny Asset Management L.P. 0.24% of their portfolio | 810.4k $128.5m | Added +467.6k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.07% of their portfolio | 795.1k $126.1m | Added +51.5k |
| Caisse de depot et placement du Quebec 0.18% of their portfolio | 788.2k $125.0m | Reduced -28.0k |
| Phoenix Financial Ltd. 0.85% of their portfolio | 784.2k $124.4m | Added +773.9k |
| RENAISSANCE TECHNOLOGIES LLC 0.17% of their portfolio | 765.3k $121.4m | Reduced -296.7k |
| AMERIPRISE FINANCIAL INC 0.02% of their portfolio | 757.2k $120.1m | Added +52.2k |
| Bridgewater Associates, LP 0.49% of their portfolio | 751.7k $119.2m | Added +403.2k |
| BAILLIE GIFFORD & CO 0.11% of their portfolio | 749.4k $118.9m | New |
| TORONTO DOMINION BANK 0.19% of their portfolio | 704.5k $111.8m | Added +602.2k |
| SAPIENT CAPITAL LLC 1.43% of their portfolio | 688.0k $109.1m | Reduced -2.6k |
| Vanguard Global Advisers, LLC 0.05% of their portfolio | 683.6k $108.4m | Reduced -13.2k |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.15% of their portfolio | 653.8k $103.7m | Added +70.3k |
| California Public Employees Retirement System 0.06% of their portfolio | 647.2k $102.7m | Added +195.6k |
| Allspring Global Investments Holdings, LLC 0.15% of their portfolio | 638.2k $97.7m | Reduced -56.0k |
| ALLIANCEBERNSTEIN L.P. 0.03% of their portfolio | 625.0k $94.0m | Added +249.9k |
| VANGUARD ASSET MANAGEMENT, Ltd 0.07% of their portfolio | 615.4k $97.6m | Added +68.5k |
| Ensign Peak Advisors, Inc 0.16% of their portfolio | 602.0k $95.5m | Added +32.7k |
| RHUMBLINE ADVISERS 0.07% of their portfolio | 595.1k $94.4m | Reduced -3.3k |
| Glendon Capital Management LP 12.05% of their portfolio | 586.7k $93.1m | Reduced -42.6k |
| Sound Shore Management Inc /CT/ 2.82% of their portfolio | 577.4k $91.6m | Added +97.6k |
| HSBC HOLDINGS PLC 0.04% of their portfolio | 571.3k $91.0m | Added +45.1k |
| Empowered Funds, LLC 0.47% of their portfolio | 563.2k $89.3m | Added +122.1k |
| Amundi 0.02% of their portfolio | 546.7k $86.7m | Reduced -609.8k |
| Junto Capital Management LP 1.57% of their portfolio | 536.0k $85.0m | Added +299.3k |
| BNP PARIBAS FINANCIAL MARKETS 0.04% of their portfolio | 529.5k $84.0m | Reduced -62.6k |
| MILLENNIUM MANAGEMENT LLC 0.06% of their portfolio | 528.3k $83.8m | Added +217.5k |
| BARCLAYS PLC 0.03% of their portfolio | 519.7k $82.4m | Reduced -568.3k |
| MEITAV INVESTMENT HOUSE LTD 0.54% of their portfolio | 508.8k $80.7m | Added +34.5k |
| EVENTIDE ASSET MANAGEMENT, LLC 1.06% of their portfolio | 499.5k $79.4m | Added +6.8k |
| Cinctive Capital Management LP 3.08% of their portfolio | 487.6k $77.3m | Added +247.9k |
| Egerton Capital (UK) LLP 0.74% of their portfolio | 485.3k $77.0m | New |
| Korea Investment CORP 0.15% of their portfolio | 483.3k $76.7m | Added +21.4k |
| NATIONAL BANK OF CANADA /FI/ 0.07% of their portfolio | 482.5k $76.5m | Reduced -199.6k |
| Russell Investments Group, Ltd. 0.07% of their portfolio | 480.4k $76.3m | Added +86.7k |
| Energy Income Partners, LLC 1.19% of their portfolio | 477.2k $75.7m | Added +5.9k |
| Yaupon Capital Management LP 2.48% of their portfolio | 470.5k $74.6m | Added +18.9k |
| LPL Financial LLC 0.02% of their portfolio | 470.3k $74.6m | Added +45.9k |
| 140 Summer Partners LP 6.00% of their portfolio | 467.2k $74.1m | Reduced -15.5k |
| National Pension Service 0.05% of their portfolio | 467.1k $74.1m | Added +44.4k |
| TD Asset Management Inc 0.06% of their portfolio | 463.0k $73.4m | Added +17.6k |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.04% of their portfolio | 449.1k $71.2m | Added +57.9k |
| NewEdge Wealth, LLC 0.71% of their portfolio | 446.4k $70.8m | Added +20.6k |