Vistra (VST) Is Not Just a Power Producer, But an AI Infrastructure Bet
Over the past decade, power producers were valued as cyclical businesses, as their performance was associated with commodity prices and weather patterns.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | 2,464,100 | $390,880,183 | +117% | 0.04% | |
| 2. | Appaloosa Management LP David Tepper | 2,215,272 | $351,408,597 | +10% | 4.55% |
| 3. | 2,127,100 | $337,421,873 | +35% | 0.04% | |
| 4. | Alkeon Capital Management Panayotis Takis Sparaggis | 1,946,357 | $308,750,611 | -24% | 0.42% |
| 5. | Rubric Capital Management David Rosen | 1,794,953 | $284,733,394 | +20% | 2.61% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $135.00 | 2,000 | $270,000.00 | 1,139,687 | 2026-08-24 | Filing | |
| $126.75 | 1,500 | $190,125.00 | 3,467 | 2025-03-12 | Filing | |
| $89.46 | 335 | $29,969.10 | 32,186 | 2024-06-10 | Filing | |
| $24.84 | 10,000 | $248,400.00 | 16,923 | 2023-06-21 | Filing | |
| $24.05 | 5,000 | $120,250.00 | 463,899 | 2023-03-23 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $170.00 | 6,500 | $1,105,000.00 | 70,714 | 2026-06-18 | Filing | |
| $170.00 | 7,500 | $1,275,000.00 | 32,607 | 2026-06-18 | Filing | |
| $165.04 | 7,500 | $1,237,800.00 | 40,107 | 2026-06-18 | Filing | |
| $160.00 | 25,000 | $4,000,000.00 | 232,200 | 2026-06-16 | Filing | |
| $153.00 | 244 | $37,332.00 | 53,006 | 2026-06-15 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 29,064,465 | $4,610,496,070 | 0.07% | |
| 2. | 21,393,858 | $3,393,707,695 | 0.07% | |
| 3. | 16,939,291 | $2,687,079,732 | 0.12% | |
| 4. | 16,850,452 | $2,672,987,201 | 0.08% | |
| 5. | 14,160,202 | $2,246,232,950 | 0.1% |