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VISTRA CORP

VST

Holders

4

Combined Value

$1.43B

Combined Shares

9,516,166

Current Price

$148.02

52W High

$219.82

vs 52W High

−32.7%

Investor Activity Chart

Quarterly buys (▲) and sells (▼) by tracked investors. Click a marker to view that investor's portfolio; hover for details. Price line is implied from 13F filings (value ÷ shares), not market data.

$63.99$115.30$166.60$217.91Q2'24Q3'24Q4'24Q1'25Q2'25Q3'25Q4'25Q1'26Q2 2024 · implied price $85.98Q3 2024 · implied price $118.54Q4 2024 · implied price $137.87Q1 2025 · implied price $117.44Q2 2025 · implied price $193.81Q3 2025 · implied price $195.92Q4 2025 · implied price $161.33Q1 2026 · implied price $150.33Stephen Mandel - Lone Pine Capital · bought 6,838,007 shares @ ~$85.98 · Q2 2024 (new position)Daniel Loeb - Third Point · bought 4,470,000 shares @ ~$85.98 · Q2 2024 (new position)Philippe Laffont - Coatue Management · bought 3,985,377 shares @ ~$85.98 · Q2 2024 (new position)Stanley Druckenmiller - Duquesne Family Office · bought 2,625,231 shares @ ~$85.98 · Q2 2024 (new position)Jim Simons - Renaissance Technologies · bought 551,100 shares @ ~$85.98 · Q2 2024 (new position)Andreas Halvorsen - Viking Global Investors · bought 1,837,021 shares @ ~$118.54 · Q3 2024 (new position)David Tepper - Appaloosa Management · bought 1,270,388 shares @ ~$118.54 · Q3 2024 (new position)Jim Simons - Renaissance Technologies · bought 396,451 shares @ ~$118.54 · Q3 2024Stanley Druckenmiller - Duquesne Family Office · sold 2,233,876 shares @ ~$118.54 · Q3 2024Daniel Loeb - Third Point · sold 1,295,000 shares @ ~$118.54 · Q3 2024Philippe Laffont - Coatue Management · sold 1,156,715 shares @ ~$118.54 · Q3 2024Stephen Mandel - Lone Pine Capital · sold 31,716 shares @ ~$118.54 · Q3 2024David Tepper - Appaloosa Management · bought 1,429,612 shares @ ~$137.87 · Q4 2024Philippe Laffont - Coatue Management · bought 138,969 shares @ ~$137.87 · Q4 2024Daniel Loeb - Third Point · sold 2,175,000 shares @ ~$137.87 · Q4 2024Stephen Mandel - Lone Pine Capital · sold 1,453,326 shares @ ~$137.87 · Q4 2024Andreas Halvorsen - Viking Global Investors · sold 1,235,520 shares @ ~$137.87 · Q4 2024Stanley Druckenmiller - Duquesne Family Office · sold 108,000 shares @ ~$137.87 · Q4 2024Jim Simons - Renaissance Technologies · sold 42,500 shares @ ~$137.87 · Q4 2024Philippe Laffont - Coatue Management · sold 2,967,631 shares @ ~$137.87 · Q1 2025 (sold out)Stephen Mandel - Lone Pine Capital · sold 748,177 shares @ ~$117.44 · Q1 2025Andreas Halvorsen - Viking Global Investors · sold 601,501 shares @ ~$137.87 · Q1 2025 (sold out)David Tepper - Appaloosa Management · sold 400,000 shares @ ~$117.44 · Q1 2025Stanley Druckenmiller - Duquesne Family Office · sold 283,355 shares @ ~$137.87 · Q1 2025 (sold out)Daniel Loeb - Third Point · sold 150,000 shares @ ~$117.44 · Q1 2025Jim Simons - Renaissance Technologies · sold 6,100 shares @ ~$117.44 · Q1 2025Stephen Mandel - Lone Pine Capital · bought 1,864,931 shares @ ~$193.81 · Q2 2025Philippe Laffont - Coatue Management · bought 476,169 shares @ ~$193.81 · Q2 2025 (new position)Daniel Loeb - Third Point · bought 400,000 shares @ ~$193.81 · Q2 2025David Tepper - Appaloosa Management · sold 500,000 shares @ ~$193.81 · Q2 2025Jim Simons - Renaissance Technologies · sold 294,540 shares @ ~$193.81 · Q2 2025Stanley Druckenmiller - Duquesne Family Office · bought 233,985 shares @ ~$195.92 · Q3 2025 (new position)Philippe Laffont - Coatue Management · bought 36,642 shares @ ~$195.92 · Q3 2025Stephen Mandel - Lone Pine Capital · sold 1,770,478 shares @ ~$195.92 · Q3 2025David Tepper - Appaloosa Management · sold 555,000 shares @ ~$195.92 · Q3 2025Daniel Loeb - Third Point · sold 315,000 shares @ ~$195.92 · Q3 2025Jim Simons - Renaissance Technologies · sold 23,169 shares @ ~$195.92 · Q3 2025Stephen Mandel - Lone Pine Capital · bought 512,644 shares @ ~$161.33 · Q4 2025Jim Simons - Renaissance Technologies · bought 460,773 shares @ ~$161.33 · Q4 2025Daniel Loeb - Third Point · sold 935,000 shares @ ~$195.92 · Q4 2025 (sold out)Philippe Laffont - Coatue Management · sold 512,811 shares @ ~$195.92 · Q4 2025 (sold out)David Tepper - Appaloosa Management · sold 300,000 shares @ ~$161.33 · Q4 2025Stanley Druckenmiller - Duquesne Family Office · sold 233,985 shares @ ~$195.92 · Q4 2025 (sold out)David Tepper - Appaloosa Management · bought 1,077,332 shares @ ~$150.33 · Q1 2026Stephen Mandel - Lone Pine Capital · bought 975,700 shares @ ~$150.33 · Q1 2026George Soros - Soros Fund Management · bought 244,314 shares @ ~$150.33 · Q1 2026 (new position)Jim Simons - Renaissance Technologies · bought 19,920 shares @ ~$150.33 · Q1 2026BUYSELLIMPLIED PRICE

Held By

Tracked investors currently holding this security, based on each investor's most recent 13F filing. Gain compares the current market price to each investor's estimated average buy price.

InvestorValue% of PortfolioAvg Buy PriceGainLast ActivityAs of
Stephen Mandel - Lone Pine Capital$930.18M7.42%~$125.98+17.5%BUY Q1 2026Q1 2026
David Tepper - Appaloosa Management$304.02M5.12%~$140.26+5.5%BUY Q1 2026Q1 2026
Jim Simons - Renaissance Technologies$159.64M0.25%~$127.34+16.2%BUY Q1 2026Q1 2026
George Soros - Soros Fund Management$36.73M0.40%~$150.33−1.5%BUY Q1 2026Q1 2026

Recent Activity

Latest position changes by tracked investors. Prices are estimates implied from 13F filings.

QuarterInvestorActionEst. ValueEst. Price
Q1 2026David Tepper - Appaloosa ManagementBUY+$161.96M~$150.33
Q1 2026Stephen Mandel - Lone Pine CapitalBUY+$146.68M~$150.33
Q1 2026George Soros - Soros Fund ManagementNEW BUY+$36.73M~$150.33
Q1 2026Jim Simons - Renaissance TechnologiesBUY+$2.99M~$150.33
Q4 2025Daniel Loeb - Third PointSOLD OUT−$183.19M~$195.92
Q4 2025Philippe Laffont - Coatue ManagementSOLD OUT−$100.47M~$195.92
Q4 2025Stephen Mandel - Lone Pine CapitalBUY+$82.70M~$161.33
Q4 2025Jim Simons - Renaissance TechnologiesBUY+$74.34M~$161.33
Q4 2025David Tepper - Appaloosa ManagementSELL−$48.40M~$161.33
Q4 2025Stanley Druckenmiller - Duquesne Family OfficeSOLD OUT−$45.84M~$195.92
Q3 2025Stephen Mandel - Lone Pine CapitalSELL−$346.87M~$195.92
Q3 2025David Tepper - Appaloosa ManagementSELL−$108.74M~$195.92
Q3 2025Daniel Loeb - Third PointSELL−$61.71M~$195.92
Q3 2025Stanley Druckenmiller - Duquesne Family OfficeNEW BUY+$45.84M~$195.92
Q3 2025Philippe Laffont - Coatue ManagementBUY+$7.18M~$195.92
Q3 2025Jim Simons - Renaissance TechnologiesSELL−$4.54M~$195.92
Q2 2025Stephen Mandel - Lone Pine CapitalBUY+$361.44M~$193.81
Q2 2025David Tepper - Appaloosa ManagementSELL−$96.91M~$193.81
Q2 2025Philippe Laffont - Coatue ManagementNEW BUY+$92.29M~$193.81
Q2 2025Daniel Loeb - Third PointBUY+$77.52M~$193.81
Q2 2025Jim Simons - Renaissance TechnologiesSELL−$57.08M~$193.81
Q1 2025Philippe Laffont - Coatue ManagementSOLD OUT−$409.15M~$137.87
Q1 2025Stephen Mandel - Lone Pine CapitalSELL−$87.87M~$117.44
Q1 2025Andreas Halvorsen - Viking Global InvestorsSOLD OUT−$82.93M~$137.87
Q1 2025David Tepper - Appaloosa ManagementSELL−$46.98M~$117.44

Ownership History

Aggregate position across all tracked investors per quarter (options excluded). Implied price is the reported value divided by shares held.

PeriodHoldersTotal SharesΔ SharesTotal ValueImplied Price
Q1 202649,516,166+32.2%$1.43B$150.33
Q4 202537,198,900-12.3%$1.16B$161.33
Q3 202568,207,279-22.6%$1.61B$195.92
Q2 2025510,600,299+22.5%$2.05B$193.81
Q1 202548,653,739-37.3%$1.02B$117.44
Q4 2024713,810,503-20.0%$1.90B$137.87
Q3 2024717,256,268-6.6%$2.05B$118.54
Q2 2024518,469,715—$1.59B$85.98