VSTNYSEElectric ServicesFiscal year ends December 31
Vistra Corp.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 10, 2026
$149.70−2.32 (-1.53%)
Close on Oct 19, 2026
- Market cap
- $50.78B
- P/E (TTM)
- 25.3
- Dividend yield
- 0.60%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
84.8%
285M of 336M shares
Institutional holders
1,405
228 new, 123 sold out
Net institutional buying
9M
In Q2 2026
Insider trades, 12 months
3 buys · 25 sales
Net sold $69.05M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 28,343,531 | 8.20% | 13G (passive) amendment | Sep 30, 2024 |
| Vanguard Capital Management | 24,565,610 | 7.25% | 13G (passive) | Mar 31, 2026 |
| Seismic Holding LLC | 18,675,188 | 5.50% | 13G (passive) | Jun 30, 2025 |
| Abigail P. Johnson | 17,269,704 | 5.10% | 13G (passive) amendment | Mar 31, 2025 |
| Vanguard Portfolio Management | 16,991,032 | 5.01% | 13G (passive) | Mar 31, 2026 |
| State Street Corporation | 16,867,244 | 5.00% | 13G (passive) | Jun 30, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of VST | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 29,064,465 | 8.66% | $4.61B | +584,124 | 0.07% |
| Vanguard Capital Management LLC | 21,393,858 | 6.37% | $3.39B | −102 | 0.07% |
| Vanguard Portfolio Management LLC | 16,939,291 | 5.05% | $2.69B | +37,073 | 0.12% |
| State Street Corp | 16,850,452 | 5.02% | $2.67B | +79,972 | 0.08% |
| FMR LLC | 14,160,202 | 4.22% | $2.25B | −1,647,805 | 0.10% |
| Geode Capital Management, LLC | 9,037,395 | 2.69% | $1.43B | +3,724 | 0.08% |
| Morgan Stanley | 8,880,730 | 2.65% | $1.41B | +623,792 | 0.07% |
| Norges Bank | 5,811,201 | 1.73% | $921.83M | New | 0.09% |
| UBS Group AG | 5,398,501 | 1.61% | $856.36M | +800,517 | 0.11% |
| Goldman Sachs Group Inc | 4,742,324 | 1.41% | $752.27M | +1,403,075 | 0.07% |
| Invesco Ltd. | 3,713,835 | 1.11% | $589.13M | +560,123 | 0.05% |
| Dimensional Fund Advisors LP | 3,546,461 | 1.06% | $562.66M | +109,581 | 0.10% |
| JPMorgan Chase & Co | 3,252,881 | 0.97% | $528.20M | −4,236,776 | 0.03% |
| Massachusetts Financial Services Co /Ma/ | 3,160,826 | 0.94% | $501.63M | −790,963 | 0.16% |
| Northern Trust Corp | 3,022,047 | 0.90% | $479.39M | −125,895 | 0.06% |
| Bank Of America Corp /De/ | 2,952,496 | 0.88% | $468.35M | −31,398 | 0.03% |
| Price T Rowe Associates Inc /Md/ | 2,851,055 | 0.85% | $452.26K | +207,781 | 0.05% |
| Franklin Resources Inc | 2,685,874 | 0.80% | $426.06M | +94,547 | 0.09% |
| Capital World Investors | 2,574,260 | 0.77% | $408.35M | +40,007 | 0.05% |
| SG Americas Securities, LLC | 2,548,588 | 0.76% | $404.28K | +1,928,609 | 0.23% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 1,405 | 285M | 84.8% | 228 / 622 | 418 / 123 | 36M | 28M |
| Q1 2026 | 1,318 | 278M | 82.7% | 182 / 575 | 413 / 185 | 69M | 42M |
| Q4 2025 | 1,339 | 292M | 87.1% | 216 / 509 | 489 / 189 | 37M | 39M |
| Q3 2025 | 1,339 | 294M | 87.7% | 210 / 520 | 464 / 130 | 32M | 27M |
| Q2 2025 | 1,274 | 290M | 86.4% | 283 / 499 | 393 / 117 | 38M | 21M |
| Q1 2025 | 1,118 | 273M | 81.4% | 198 / 451 | 371 / 169 | 26M | 37M |
| Q4 2024 | 1,106 | 287M | 85.5% | 280 / 393 | 354 / 79 | 30M | 44M |
| Q3 2024 | 920 | 303M | 90.2% | 224 / 340 | 295 / 97 | 62M | 43M |
| Q2 2024 | 798 | 311M | 92.7% | 219 / 239 | 292 / 78 | 54M | 74M |
| Q1 2024 | 665 | 332M | 98.9% | 175 / 192 | 245 / 55 | 58M | 47M |
| Q4 2023 | 548 | 321M | 95.8% | 121 / 179 | 197 / 60 | 41M | 51M |
| Q3 2023 | 493 | 332M | 99.0% | 119 / 148 | 177 / 43 | 58M | 56M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of VST | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 10,704,691 | 3.19% | $1.70B | 0.07% | Jun 30, 2026 |
| Vanguard 500 Index Fund | 8,212,303 | 2.45% | $1.30B | 0.08% | Jun 30, 2026 |
| Vanguard Mid-Cap Index Fund | 7,306,054 | 2.18% | $1.16B | 0.52% | Jun 30, 2026 |
| State Street(R) Utilities Select Sector SPDR(R) ETF | 5,157,418 | 1.54% | $818.12M | 3.54% | Jun 30, 2026 |
| iShares Core S&P 500 ETF | 4,359,455 | 1.30% | $691.54M | 0.08% | Jun 30, 2026 |
| Fidelity 500 Index Fund | 4,075,792 | 1.21% | $653.06M | 0.08% | May 31, 2026 |
| Vanguard Value Index Fund | 3,206,502 | 0.96% | $508.65M | 0.20% | Jun 30, 2026 |
| Vanguard Mid-Cap Growth Index Fund | 2,583,243 | 0.77% | $409.78M | 1.18% | Jun 30, 2026 |
| Vanguard Utilities Index Fund | 2,358,436 | 0.70% | $377.89M | 3.57% | May 31, 2026 |
| iShares Russell Mid-Cap Growth ETF | 1,985,374 | 0.59% | $314.94M | 1.46% | Jun 30, 2026 |
| Franklin Utilities Fund | 1,900,000 | 0.57% | $301.40M | 3.94% | Jun 30, 2026 |
| Vanguard Institutional Index Fund | 1,720,676 | 0.51% | $272.95M | 0.08% | Jun 30, 2026 |
| Growth Fund of America | 1,686,468 | 0.50% | $270.22M | 0.07% | May 31, 2026 |
| MFS Mid Cap Growth Fund | 1,510,394 | 0.45% | $242.01M | 1.76% | May 31, 2026 |
| iShares Russell Mid-Cap ETF | 1,382,962 | 0.41% | $219.38M | 0.39% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| James A. Burke | President and CEO, Director | 1,242,301 | 0.37% | Sep 2, 2026 |
| Kristopher E. Moldovan | EVP and CFO | 225,089 | 0.07% | Sep 10, 2026 |
| Scott A. Hudson | EVP & President Vistra Retail | 367,804 | 0.11% | Sep 10, 2026 |
| Margaret Montemayor | SVP, Chief Accounting Officer | 9,760 | 0.00% | Jun 4, 2026 |
| Stephanie Zapata Moore | EVP and General Counsel | 114,409 | 0.03% | Mar 12, 2026 |
| Stacey H. Dore | EVP & Chief Strategy Officer | 188,369 | 0.06% | Mar 9, 2026 |
| Carrie Lee Kirby | EVP and Chief Admin. Officer | 297,501 | 0.09% | Feb 26, 2026 |
| Stephen J. Muscato | EVP, Pres Wholesale Ops & Dev | 318,287 | 0.09% | Nov 26, 2024 |
| John R. Sult | Director | 70,714 | 0.02% | Jun 23, 2026 |
| Arcilia Acosta | Director | 32,607 | 0.01% | Jun 23, 2026 |
| Scott B. Helm | Director | 232,200 | 0.07% | Jun 18, 2026 |
| Paul M. Barbas | Director | 53,006 | 0.02% | Jun 16, 2026 |
| Gavin R. Baiera | Director | 18,371,952 | 5.47% | May 19, 2026 |
| Robert Charles Walters | Director | 2,431 | 0.00% | May 19, 2026 |
| Hilary E. Ackermann | Director | 97,918 | 0.03% | May 19, 2026 |
| Julie A. Lagacy | Director | 21,386 | 0.01% | May 19, 2026 |
| Lisa Crutchfield | Director | 34,618 | 0.01% | May 19, 2026 |
| John William Pitesa | Director | 5,898 | 0.00% | May 19, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Scott A. Hudson EVP & President Vistra Retail | Sep 8, 2026 | Sale(10b5-1 plan) | −7,777 | $150.97 | $1.17M | 367,804 |
| Scott A. Hudson EVP & President Vistra Retail | Sep 8, 2026 | Sale(10b5-1 plan) | −28,826 | $151.85 | $4.38M | 338,978 |
| Scott A. Hudson EVP & President Vistra Retail | Sep 8, 2026 | Sale(10b5-1 plan) | −7,841 | $152.56 | $1.20M | 331,137 |
| Kristopher E. Moldovan EVP and CFO | Sep 8, 2026 | Sale(10b5-1 plan) | −20,000 | $151.03 | $3.02M | 199,044 |
| James A. Burke President and CEO, Director | Sep 1, 2026 | Buy | +4,465 | $135.25 | $603.89K | 1,146,352 |
| James A. Burke President and CEO, Director | Aug 31, 2026 | Buy | +2,200 | $135.99 | $299.18K | 1,141,887 |
| James A. Burke President and CEO, Director | Aug 24, 2026 | Buy | +2,000 | $135.00 | $270.00K | 1,139,687 |
| John R. Sult Director | Jun 18, 2026 | Sale(10b5-1 plan) | −6,500 | $170.00 | $1.11M | 70,714 |
| Arcilia Acosta Director | Jun 18, 2026 | Sale(10b5-1 plan) | −7,500 | $170.00 | $1.28M | 32,607 |
| Arcilia Acosta Director | Jun 18, 2026 | Sale(10b5-1 plan) | −7,500 | $165.04 | $1.24M | 40,107 |
| Scott B. Helm Director | Jun 16, 2026 | Sale(10b5-1 plan) | −25,000 | $160.00 | $4.00M | 232,200 |
| Paul M. Barbas Director | Jun 15, 2026 | Sale(10b5-1 plan) | −244 | $153.00 | $37.33K | 53,006 |
| Paul M. Barbas Director | Jun 12, 2026 | Sale(10b5-1 plan) | −244 | $147.93 | $36.09K | 53,250 |
| Margaret Montemayor SVP, Chief Accounting Officer | Jun 2, 2026 | Sale | −4,600 | $160.00 | $736.00K | 9,760 |
| Margaret Montemayor SVP, Chief Accounting Officer | May 27, 2026 | Sale | −5,000 | $164.96 | $824.80K | 14,360 |
| Scott B. Helm Director | May 15, 2026 | Award | +2,008 | – | – | 257,200 |
| Robert Charles Walters Director | May 15, 2026 | Award | +1,268 | – | – | 2,431 |
| Paul M. Barbas Director | May 15, 2026 | Award | +1,268 | – | – | 53,494 |
| Lisa Crutchfield Director | May 15, 2026 | Award | +1,268 | – | – | 34,618 |
| Gavin R. Baiera Director | May 15, 2026 | Award | +1,268 | – | – | 51,641 |
| John R. Sult Director | May 15, 2026 | Award | +1,268 | – | – | 77,214 |
| Hilary E. Ackermann Director | May 15, 2026 | Award | +1,268 | – | – | 68,852 |
| John William Pitesa Director | May 15, 2026 | Award | +1,268 | – | – | 5,898 |
| Arcilia Acosta Director | May 15, 2026 | Award | +1,268 | – | – | 47,607 |
| Julie A. Lagacy Director | May 15, 2026 | Award | +1,268 | – | – | 21,321 |
| Stephanie Zapata Moore EVP and General Counsel | Mar 9, 2026 | Sale(10b5-1 plan) | −10,000 | $160.31 | $1.60M | 114,409 |
| James A. Burke President and CEO, Director | Mar 5, 2026 | Award | +28,281 | – | – | 507,243 |
| James A. Burke President and CEO, Director | Mar 5, 2026 | Tax withholding | −9,380 | $167.40 | $1.57M | 497,863 |
| Margaret Montemayor SVP, Chief Accounting Officer | Mar 5, 2026 | Award | +1,989 | – | – | 19,921 |
| Margaret Montemayor SVP, Chief Accounting Officer | Mar 5, 2026 | Tax withholding | −561 | $167.40 | $93.91K | 19,360 |
| Kristopher E. Moldovan EVP and CFO | Mar 5, 2026 | Award | +10,712 | – | – | 249,315 |
| Kristopher E. Moldovan EVP and CFO | Mar 5, 2026 | Tax withholding | −4,226 | $167.40 | $707.43K | 245,089 |
| Stephanie Zapata Moore EVP and General Counsel | Mar 5, 2026 | Tax withholding | −1,963 | $167.40 | $328.61K | 124,409 |
| Stephanie Zapata Moore EVP and General Counsel | Mar 5, 2026 | Award | +5,356 | – | – | 126,372 |
| Scott A. Hudson EVP & President Vistra Retail | Mar 5, 2026 | Award | +6,106 | – | – | 378,419 |
| Scott A. Hudson EVP & President Vistra Retail | Mar 5, 2026 | Tax withholding | −2,838 | $167.40 | $475.08K | 375,581 |
| Stacey H. Dore EVP & Chief Strategy Officer | Mar 5, 2026 | Award | +12,855 | – | – | 188,369 |
| Stacey H. Dore EVP & Chief Strategy Officer | Mar 5, 2026 | Tax withholding | −4,186 | $167.40 | $700.74K | 184,183 |
| Stephanie Zapata Moore EVP and General Counsel | Feb 24, 2026 | Award | +79,444 | $171.62 | $13.63M | 155,696 |
| Stephanie Zapata Moore EVP and General Counsel | Feb 24, 2026 | Tax withholding | −30,416 | $171.62 | $5.22M | 125,280 |
| Stephanie Zapata Moore EVP and General Counsel | Feb 24, 2026 | Tax withholding | −4,264 | $171.62 | $731.79K | 121,016 |
| James A. Burke President and CEO, Director | Feb 24, 2026 | Tax withholding | −125,048 | $171.62 | $21.46M | 492,954 |
| James A. Burke President and CEO, Director | Feb 24, 2026 | Award | +320,000 | $171.62 | $54.92M | 618,002 |
| James A. Burke President and CEO, Director | Feb 24, 2026 | Tax withholding | −13,992 | $171.62 | $2.40M | 478,962 |
| Carrie Lee Kirby EVP and Chief Admin. Officer | Feb 24, 2026 | Award | +79,444 | $171.62 | $13.63M | 297,501 |
| Carrie Lee Kirby EVP and Chief Admin. Officer | Feb 24, 2026 | Tax withholding | −4,264 | $171.62 | $731.79K | 262,819 |
| Carrie Lee Kirby EVP and Chief Admin. Officer | Feb 24, 2026 | Tax withholding | −30,418 | $171.62 | $5.22M | 267,083 |
| Scott A. Hudson EVP & President Vistra Retail | Feb 24, 2026 | Tax withholding | −45,323 | $171.62 | $7.78M | 378,609 |
| Scott A. Hudson EVP & President Vistra Retail | Feb 24, 2026 | Tax withholding | −6,296 | $171.62 | $1.08M | 372,313 |
| Scott A. Hudson EVP & President Vistra Retail | Feb 24, 2026 | Award | +117,332 | $171.62 | $20.14M | 423,932 |
| Stacey H. Dore EVP & Chief Strategy Officer | Feb 24, 2026 | Tax withholding | −7,215 | $171.62 | $1.24M | 175,514 |
| Stacey H. Dore EVP & Chief Strategy Officer | Feb 24, 2026 | Award | +134,444 | $171.62 | $23.07M | 234,786 |
| Stacey H. Dore EVP & Chief Strategy Officer | Feb 24, 2026 | Tax withholding | −52,057 | $171.62 | $8.93M | 182,729 |
| Kristopher E. Moldovan EVP and CFO | Feb 24, 2026 | Tax withholding | −7,346 | $171.62 | $1.26M | 238,603 |
| Kristopher E. Moldovan EVP and CFO | Feb 24, 2026 | Tax withholding | −53,018 | $171.62 | $9.10M | 245,949 |
| Kristopher E. Moldovan EVP and CFO | Feb 24, 2026 | Award | +136,888 | $171.62 | $23.49M | 298,967 |
| James A. Burke President and CEO, Director | Dec 12, 2025 | Option exercise | +27,749 | $14.03 | $389.32K | 298,002 |
| James A. Burke President and CEO, Director | Dec 12, 2025 | Option exercise | +27,749 | $14.03 | $389.32K | 298,002 |
| James A. Burke President and CEO, Director | Dec 11, 2025 | Sale(10b5-1 plan) | −22,251 | $162.05 | $3.61M | 297,998 |
| James A. Burke President and CEO, Director | Dec 11, 2025 | Option exercise | +22,251 | $14.03 | $312.18K | 320,249 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Kristopher E. Moldovan Officer | Oct 7, 2026 | 20,000 | $3.10M | Oct 7, 2026 | PSU |
| A. Hudson Scott Officer | Oct 6, 2026 | 22,222 | $3.57M | Oct 6, 2026 | Acquired as compensation -- Performance Awards |
| A. Hudson Scott Officer | Sep 8, 2026 | 44,444 | $6.74M | Sep 8, 2026 | Acquired as compensation -- Performance Awards |
| Kristopher E. Moldovan Officer | Sep 8, 2026 | 20,000 | $3.02M | Sep 8, 2026 | PSU |
| John R. Sult Director | Jun 23, 2026 | 6,500 | $1.03M | Jun 18, 2026 | Open Market Purchase |
| Arcilia Acosta Director | Jun 18, 2026 | 15,000 | $2.51M | Jun 18, 2026 | RSU GRANT |
| R. Sult John Director | Jun 18, 2026 | 6,500 | $1.03M | Jun 18, 2026 | Restricted Stock Units |
| Scott B. Helm Director | Jun 16, 2026 | 25,000 | $4.00M | Jun 16, 2026 | Open Market Purchase |
| Paul M. Barbas Director | Jun 15, 2026 | 244 | $37.33K | Jun 15, 2026 | Restricted Stock Vesting |
| Paul M. Barbas Director | Jun 12, 2026 | 244 | $36.09K | Jun 12, 2026 | Restricted Stock Vesting |
| Margaret Montemayor Officer | Jun 2, 2026 | 4,600 | $736.00K | Jun 2, 2026 | Restricted Stock Vesting |
| Margaret Montemayor Officer | May 27, 2026 | 5,000 | $824.80K | May 27, 2026 | Restricted Stock Vesting |
| Z. Moore Stephanie Officer | Mar 9, 2026 | 10,000 | $1.64M | Mar 9, 2026 | Acquired as compensation -- Performance Awards |
| Carrie Lee Kirby Officer | Mar 3, 2026 | 60,000 | $9.28M | Mar 3, 2026 | Restricted Stock Vesting |
| James A. Burke Officer, Director | Dec 11, 2025 | 22,251 | $3.61M | Dec 11, 2025 | Options Granted - 10/11/2016 |