Bell Investment Advisors, Inc

Position in VST — Vistra Corp.

CIK 1890149 ORINDA, CA

Position in VST

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$12,055

-$1,023 QoQ

Shares Held

-12.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,254

of 1,395 holders

Holding Since

Sep 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Bell Investment Advisors, Inc holds $91,401 across 6 Utilities - Independent Power Producers names. VST ranks #2 (13.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CEG	Constellation Energy Corp	240	$59,608
2	VST	Vistra Corp. This page	76	$12,055
3	TLN	Talen Energy Corp	29	$11,143
4	NRG	Nrg Energy, Inc.	47	$6,864
5	OKLO	Oklo Inc.	22	$1,151
6	TAC	Transalta Corp	42	$580

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$12,055	76	-12.6%	Shares	Sole	2026-08-07
2026-03-31	$13,078	87	+7.4%	Shares	Sole	2026-04-17
2025-12-31	$13,067	81	-3.6%	Shares	Sole	2026-02-24
2025-09-30	$16,457	84	-46.5%	Shares	Sole	2025-11-21
2025-06-30	$30,428	157	+19.8%	Shares	Sole	2025-08-11
2025-03-31	$15,384	131	0.0%	Shares	Sole	2025-05-16
2024-12-31	$18,060	131	+17.0%	Shares	Sole	2025-02-07
2024-09-30	$13,276	112	+72.3%	Shares	Sole	2024-11-13
2024-06-30	$5,588	65	+20.4%	Shares	Sole	2024-08-08
2024-03-31	$3,761	54	+145.5%	Shares	Sole	2024-05-08
2023-12-31	$847	22	0.0%	Shares	Sole	2024-02-14
2023-09-30	$729	22	-80.2%	Shares	Sole	2023-11-08
2023-06-30	$2,913	111	-16.5%	Shares	Sole	2023-08-09
2023-03-31	$3,192	133	+20.9%	Shares	Sole	2023-05-10
2022-12-31	$2,552	110	0.0%	Shares	Sole	2023-02-09
2022-09-30	$2,310	110	+23.6%	Shares	Sole	2022-11-09
2022-06-30	$2,033	89	0.0%	Shares	Sole	2022-08-12
2021-12-31	$2,026	89	-23.9%	Shares	Sole	2022-02-14
2021-09-30	$2,000	117	—	Shares	Sole	2021-11-12
No filing history on record for this holder in this stock.