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What smart money is saying about VistraUnited States flag

VST · Utilities · Independent Power Producers · Market cap $55.24B

1 fund in our archive has pitched Vistra — most recently Clearbridge Growth Strategy in March 2025.

Company profile

Vistra Corp., together with its subsidiaries, operates as an integrated retail electricity and power generation company. The company operates through six segments: Retail, Texas, East, West, Sunset, and Asset Closure. It retails electricity and natural gas to residential, commercial, and industrial customers across 20 states in the United States and the District of Columbia. The company is also involved in the electricity generation, wholesale energy purchases and sales, commodity risk management, fuel production, and fuel logistics management activities. It serves approximately 4.3 million customers with a generation capacity of approximately 38,700 megawatts with a portfolio of natural gas, nuclear, coal, solar, and battery energy storage facilities. The company was formerly known as Vistra Energy Corp. and changed its name to Vistra Corp. in July 2020. Vistra Corp. was founded in 1882 and is based in Irving, Texas.

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Fund coverage · 1 thesis

  • Clearbridge Growth Strategy
    March 2025

    Vistra is the largest competitive power generator in the U.S., well-positioned to capitalize on favorable long-term fundamentals in deregulated power markets, especially in PJM and ERCOT.

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