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VST

Vistra Corp.

Sector: energyIndependent Power ProducersNYSEMarket Cap: $58.07B

Vistra Corp. is a large independent power producer and retail electricity provider in competitive U.S. markets, with a primary political signal being two holdings by former President Donald J. Trump ($1,001-$15,000 and <$1,001 buckets) and a $100,001-$250,000 congressional purchase.

Govt Dependence
5/100
Regulatory Density
85/100
Lobbying Intensity
0/100
Political Signal
BULLISH

BusinessWhat VST does

Vistra operates one of the largest competitive power generation fleets and retail electricity businesses in the U.S., with a portfolio of natural gas, nuclear, coal, solar, and battery storage assets. It generates revenue through wholesale electricity market operations, retail electricity sales to residential and business customers, and commodity trading and hedging. The company operates primarily in deregulated markets like Texas, Illinois, and the Northeast.

12 months past · 3 months futureVST activity timeline

$224$181$138 JunJulAugSepOctNovDecJan '26FebMarAprMayJunJulAug ↓ PAST — recorded activity ↑ FUTURE — scheduled markups · pending votes TODAY · May 18 $217.92 hi $142.52 lo $155.28 CONGRESS 30 INSIDERS 0 13F FUNDS 30 BILLS 39 Ro Khanna (D) · Purchase · 2026-04-13Julia Letlow (R) · Purchase · 2026-02-17Nancy Pelosi (D) · Purchase · 2026-01-16Lisa C. McClain (R) · sale · 2025-10-31Lisa C. McClain (R) · Sale · 2025-10-31Lisa C. McClain (R) · Sale · 2025-10-30Lisa C. McClain (R) · Purchase · 2025-10-30Lisa C. McClain (R) · sale · 2025-10-30Lisa C. McClain (R) · purchase · 2025-10-30Lisa C. McClain (R) · purchase · 2025-06-17Lisa C. McClain (R) · Purchase · 2025-06-17 Lone Pine Capital · OPENED $1254M · 2025-06-30Lone Pine Capital · OPENED $921M · 2025-09-30Lone Pine Capital · OPENED $841M · 2025-12-31Citadel Advisors · OPENED $508M · 2025-09-30Citadel Advisors · OPENED $354M · 2025-06-30Appaloosa Management · OPENED $349M · 2025-06-30Citadel Advisors · OPENED $346M · 2025-12-31Appaloosa Management · OPENED $244M · 2025-09-30Renaissance Technologies · OPENED $168M · 2025-12-31Bridgewater Associates · OPENED $158M · 2025-06-30Appaloosa Management · OPENED $152M · 2025-12-31D.E. Shaw & Co. · OPENED $133M · 2025-06-30 S.881 · committee · 2025-09-10 MARKUP · House Foreign Affairs Subcommittee on Europe · 2026-05-19MARKUP · House Foreign Affairs Oversight and Intelligence Subcommitte · 2026-05-19MARKUP · House Foreign Affairs East Asia and Pacific Subcommittee · 2026-05-19MARKUP · House Science, Space, and Technology · 2026-05-20MARKUP · Senate Foreign Relations · 2026-05-20MARKUP · Senate Environment and Public Works Subcommittee on Clean Ai · 2026-05-20MARKUP · House Foreign Affairs · 2026-05-20MARKUP · · 2026-05-20MARKUP · House Energy and Commerce Subcommittee on Oversight and Inve · 2026-05-20MARKUP · House Energy and Commerce Subcommittee on Health · 2026-05-20MARKUP · House Foreign Affairs Subcommittee on Western Hemisphere · 2026-05-20MARKUP · House Natural Resources Subcommittee on Federal Lands · 2026-05-21MARKUP · House Science, Space, and Technology Subcommittee on Environ · 2026-05-21MARKUP · House Natural Resources Subcommittee on Indian and Insular A · 2026-05-21
Congress
buy sell
Insider · Form 4
open-market buy
Hedge fund · 13F
opened + added − trimmed closed holds
Bills
past action (this ticker) upcoming markup (sector) carveout (this ticker)
240 trading days · 11 congressional trades shown · 0 insider buys · 12 13F filings · 1 past bill actions · 14 upcoming markups

Executive Branch ConflictsVST held by Trump-administration officials

Lifetime Government AwardsVST federal contracts

VST doesn't hold direct federal contracts.

Verified via USASpending.gov: $0 reported in direct prime-contract awards. Companies in this position typically sell federal services indirectly through prime contractors and integrators (e.g., Lockheed Martin, Booz Allen, Microsoft Azure) or through commercial channels that don't appear in USASpending data.

Smart Money · 13F HoldingsHedge funds holding VST

$12.49B
Total VST held by tracked 13F funds
40
Funds with VST positions
+40
Funds opened this quarter
Lone Pine Capital $1.25B opened 2025-06-30
Lone Pine Capital $921M opened 2025-09-30
Lone Pine Capital $841M opened 7 overlap 2025-12-31
Lone Pine Capital $807M opened 2024-09-30
Lone Pine Capital $738M opened 2024-12-31
Lone Pine Capital $588M opened 2024-06-30
Lone Pine Capital $541M opened 2025-03-31
Citadel Advisors $508M opened 2025-09-30
32 more 13F positions tracked · quarterly delta charts available in member dashboard

Politicians Trading VSTMembers of Congress with recent VST positions

6 politicians traded VST across 21 disclosed transactions totaling $1.9M (last 730 days). Greed score = composite of trade frequency, volume & recency across the politician's entire history (not just VST). 0-30 LOW · 30-60 MID · 60+ HIGH.

Congressional TradesWho in Congress is trading VST

2026-04-13 Ro Khanna D-California · house Purchase $1,001 - $15,000
2026-02-17 Julia Letlow R-Louisiana · house Purchase $1,001 - $15,000
2026-01-16 Nancy Pelosi D-California · house Purchase $100,001 - $250,000
2025-10-31 Lisa C. McClain R-Michigan · house sale $1,001 - $15,000
2025-10-31 Lisa C. McClain R-Michigan · house Sale $1,001 - $15,000
2025-10-30 Lisa C. McClain R-Michigan · house Sale $1,001 - $15,000
2025-10-30 Lisa C. McClain R-Michigan · house Purchase $1,001 - $15,000
2025-10-30 Lisa C. McClain R-Michigan · house sale $1,001 - $15,000
2025-10-30 Lisa C. McClain R-Michigan · house purchase $1,001 - $15,000
2025-06-17 Lisa C. McClain R-Michigan · house purchase $1,001 - $15,000 57d late
2025-06-17 Lisa C. McClain R-Michigan · house Purchase $1,001 - $15,000 57d late
2025-04-01 Julie Johnson D-Texas · house sale $1,001 - $15,000
30+ trades on file · most recent 2026-05-13

Corporate Insiders · Form 4What CEOs, CFOs, and directors are doing with their own stock

Stock awards & option exercises

6
stock awards · $148.9M market value
2026-02-24 BURKE JAMES A President and CEO AWARD 320,000 sh $54.9M
2026-02-24 Moldovan Kristopher E. EVP and CFO AWARD 136,888 sh $23.5M
2026-02-24 Dore Stacey H EVP & Chief Strategy Officer AWARD 134,444 sh $23.1M
2026-02-24 HUDSON SCOTT A EVP & President Vistra Retail AWARD 117,332 sh $20.1M
2026-02-24 Moore Stephanie Zapata EVP and General Counsel AWARD 79,444 sh $13.6M
2026-02-24 Kirby Carrie Lee EVP and Chief Admin. Officer AWARD 79,444 sh $13.6M
For VST, executives receive stock primarily as compensation rather than via open-market purchases — typical for established large-cap firms.

Bills Affecting VSTLive legislation impacting this stock

Political ProfileWhere VST sits in Washington

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STRUCTURAL: Former President Trump holds two positions in VST (get_executive_branch_exposure.by_ticker[0].holdings). EVIDENTIARY: One corporate insider buy of $190,125 in March 2025 (Recent corp insider Form 4 buys) and a large congressional purchase ($100,001-$250,000) in January 2026 (Top congressional traders). Net: Positive insider and political figure holdings, offset by no lobbying or donation footprint.

Regulatory ExposureThreats & opportunities

Regulatory threats

  • High volume of energy-sector legislation impacting revenue
    U.S. Congress
    "Recent bill_impacts shows 8 bills with impact_ratio 0.0003 each, estimated revenue impacts ~$16.9-17.8 million per bill."

Regulatory opportunities

  • Potential favorable treatment in energy bills given congressional trading interest
    U.S. Congress
    "Top congressional traders includes a $100,001-$250,000 purchase (bioguide_id P000197) in Jan 2026."

Capitol Hill AlliesChampions & critics

Congressional champions

Congressional critics

  • No specific congressional critics identified.
Member intelligence layer

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Frequently AskedAbout VST & political exposure

Does Vistra Corp. (VST) hold federal contracts?
No direct prime contracts reported in USASpending.gov for Vistra Corp.. Companies in the semiconductor and AI hardware sectors often sell to the federal government via prime contractors and cloud resellers (Microsoft Azure, AWS, Lockheed Martin systems integration) rather than as direct primes.
Which Trump cabinet officials own VST stock?
1 Trump cabinet members or senior White House staff have disclosed holdings in VST on their OGE 278 financial disclosures, including Donald J. Trump. See the Cabinet Conflicts panel for details.
Has Congress traded VST stock?
47 congressional trades by 8 unique members of Congress, most recently on 2026-04-13. See the Congressional Trading panel for politician-by-politician breakdown.
What is VST political risk profile?
Government dependence: 5/100. Lobbying intensity: 0/100. Political signal: bullish. Donor party split: R 0% / D 0%.
How does GovGreed track VST political activity?
GovGreed integrates STOCK Act congressional trade disclosures, FEC contributions, OGE executive-branch disclosures, USASpending federal contracts, Senate LDA lobbying filings, and SEC Form 4 corporate insider trades into a single queryable graph. VST data is updated daily from these official federal sources.