
What smart money is saying about Vistra
1 fund in our archive has pitched Vistra, most recently Clearbridge Growth Strategy in March 2025.
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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Position history
Between Q4 2024 and Q3 2026, 4 fund letters reported a position in Vistra, with 1 sell (trimmed or exited).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 0 | 0 |
| Q2 2026 | 1 | 0 | 0 | 0 |
| Q1 2025 | 1 | 0 | 0 | 1 |
| Q4 2024 | 1 | 0 | 1 | 0 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 4 positions · 1 move
- September 2026
Listed in Buffalo funds Mid Cap Discovery Fund’s reported holdings.
Vistra - June 2026
Listed in Buffalo funds Mid Cap Discovery Fund’s reported holdings.
Vistra - March 2025
Listed in RS Mid Cap Value Strategy’s reported holdings.
Vistra - ExitedLegacy Ridge CapitalDecember 2024
“Selling is hard! The punchline is that we completely exited our Vistra (VST) position 2-weeks ago, selling our final block of shares around $170”
Vistra
Fund coverage · 1 thesis
- Clearbridge Growth StrategyMarch 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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