VST
Moving with its ai power & nuclear peers
- VST −3.31% on the last session vs SPY −0.29%: −3.0 pts of stock-specific move.
- AI power & nuclear basket -3.2% (-2.9 pts vs SPY; TLN -5.0%, OKLO -3.8%, CEG -3.6%, SMR -3.3%): the stock moved with its peers.
- Aftermath, crossed below 200-day avg (Oct 14): After its 8 crosses below the 200-day average in the past 5 years, VST was higher a day later 2 times out of 8; half the outcomes fell between -3.9% and +0.1%. History, not a forecast.
- 1 analyst action in the past 10 days (0 positive, 1 negative); latest: BMO Capital maintained Outperform, lowered target $231 → $210.
- 2 insider or congressional trades in the past 30 days.
- Market backdrop (Today): Core PPI m/m 1.3% vs 0.3% expected (hotter); Core Retail Sales m/m 0.9% vs 0.6% expected (stronger); S&P futures -0.08%, 10-year yield -3bp in the 30 minutes after.
- Activity: volume on pace for 1.5× its 20-day average.
Insiders
| Trade date | Insider | Role | Side | Type | Shares | Avg price | Value | Filed |
|---|---|---|---|---|---|---|---|---|
| Oct 7, 2026 | Kristopher E. Moldovan | CFO | Sell | 10b5-1 plan | 20,000 | $165.00 | $3.3M | Oct 8 |
| Oct 6, 2026 | Scott A Hudson | President | Sell | 10b5-1 plan | 22,222 | $160.14 | $3.6M | Oct 7 |
| Sep 8, 2026 | Scott A Hudson | President | Sell | 10b5-1 plan | 44,444 | $151.82 | $6.7M | Sep 10 |
| Sep 8, 2026 | Kristopher E. Moldovan | CFO | Sell | 10b5-1 plan | 20,000 | $151.03 | $3M | Sep 10 |
| Sep 1, 2026 | James A Burke | CEO | Buy | open-market buy | 6,665 | $135.49 | $903.1K | Sep 2 |
| Aug 24, 2026 | James A Burke | CEO | Buy | open-market buy | 2,000 | $135.00 | $270K | Aug 24 |
| Jun 18, 2026 | Arcilia Acosta | Director | Sell | 10b5-1 plan | 15,000 | $167.52 | $2.5M | Jun 23 |
| Jun 18, 2026 | John R Sult | Director | Sell | 10b5-1 plan | 6,500 | $170.00 | $1.1M | Jun 23 |
| Jun 16, 2026 | Scott B Helm | Director | Sell | 10b5-1 plan | 25,000 | $160.00 | $4M | Jun 18 |
| Jun 15, 2026 | Paul M Barbas | Director | Sell | 10b5-1 plan | 488 | $150.47 | $73.4K | Jun 16 |
| Jun 2, 2026 | Margaret Montemayor | CAO | Sell | unplanned | 4,600 | $160.00 | $736K | Jun 4 |
| May 27, 2026 | Margaret Montemayor | CAO | Sell | unplanned | 5,000 | $164.96 | $824.8K | May 29 |
| Mar 9, 2026 | Stephanie Zapata Moore | General Counsel | Sell | 10b5-1 plan | 10,000 | $160.31 | $1.6M | Mar 12 |
| Mar 5, 2026 | Margaret Montemayor | CAO | Tax | tax withholding | 561 | $167.40 | $93.9K | Mar 9 |
| Mar 5, 2026 | Kristopher E. Moldovan | CFO | Tax | tax withholding | 4,226 | $167.40 | $707.4K | Mar 9 |
| Mar 5, 2026 | James A Burke | CEO | Tax | tax withholding | 9,380 | $167.40 | $1.6M | Mar 9 |
| Mar 5, 2026 | Stephanie Zapata Moore | General Counsel | Tax | tax withholding | 1,963 | $167.40 | $328.6K | Mar 9 |
| Mar 5, 2026 | Scott A Hudson | President | Tax | tax withholding | 2,838 | $167.40 | $475.1K | Mar 9 |
| Mar 5, 2026 | Stacey H Dore | EVP | Tax | tax withholding | 4,186 | $167.40 | $700.7K | Mar 9 |
| Feb 24, 2026 | Scott A Hudson | President | Tax | tax withholding | 51,619 | $171.62 | $8.9M | Feb 26 |
| Feb 24, 2026 | Carrie Lee Kirby | EVP | Tax | tax withholding | 34,682 | $171.62 | $6M | Feb 26 |
| Feb 24, 2026 | James A Burke | CEO | Tax | tax withholding | 139,040 | $171.62 | $23.9M | Feb 26 |
| Feb 24, 2026 | Kristopher E. Moldovan | CFO | Tax | tax withholding | 60,364 | $171.62 | $10.4M | Feb 26 |
| Feb 24, 2026 | Stephanie Zapata Moore | General Counsel | Tax | tax withholding | 34,680 | $171.62 | $6M | Feb 26 |
| Feb 24, 2026 | Stacey H Dore | EVP | Tax | tax withholding | 59,272 | $171.62 | $10.2M | Feb 26 |
| Dec 11, 2025 | James A Burke | CEO | Sell | 10b5-1 plan | 22,251 | $162.05 | $3.6M | Dec 15 |
| Nov 24, 2025 | Stephanie Zapata Moore | General Counsel | Sell | unplanned | 8,219 | $173.35 | $1.4M | Nov 26 |
| Nov 20, 2025 | James A Burke | CEO | Tax | tax withholding | 1,141 | $174.69 | $199.3K | Nov 24 |
| Nov 20, 2025 | Carrie Lee Kirby | EVP | Tax | tax withholding | 182 | $174.69 | $31.8K | Nov 24 |
| Nov 14, 2025 | Carrie Lee Kirby | EVP | Sell | unplanned | 58,275 | $174.75 | $10.2M | Nov 18 |
| Nov 14, 2025 | Scott A Hudson | President | Sell | unplanned | 56,000 | $168.86 | $9.5M | Nov 18 |
| Nov 13, 2025 | Margaret Montemayor | SVP | Tax | tax withholding | 1,472 | $171.56 | $252.5K | Nov 17 |
| Nov 11, 2025 | James A Burke | CEO | Sell | 10b5-1 plan | 21,935 | $186.53 | $4.1M | Nov 13 |
| Oct 29, 2025 | James A Burke | CEO | Sell | 10b5-1 plan | 9,641 | $192.30 | $1.9M | Oct 31 |
| Oct 27, 2025 | James A Burke | CEO | Sell | 10b5-1 plan | 20,473 | $203.64 | $4.2M | Oct 29 |
| Oct 24, 2025 | James A Burke | CEO | Sell | 10b5-1 plan | 39,213 | $191.79 | $7.5M | Oct 27 |
| Oct 22, 2025 | James A Burke | CEO | Sell | 10b5-1 plan | 21,617 | $188.75 | $4.1M | Oct 23 |
| Oct 20, 2025 | James A Burke | CEO | Sell | 10b5-1 plan | 42,738 | $206.11 | $8.8M | Oct 21 |
| Oct 16, 2025 | James A Burke | CEO | Sell | 10b5-1 plan | 42,718 | $212.28 | $9.1M | Oct 17 |
| Oct 14, 2025 | James A Burke | CEO | Sell | 10b5-1 plan | 84,160 | $204.51 | $17.2M | Oct 15 |
| Oct 9, 2025 | James A Burke | CEO | Sell | 10b5-1 plan | 40,961 | $204.62 | $8.4M | Oct 10 |
| Oct 7, 2025 | James A Burke | CEO | Sell | 10b5-1 plan | 42,744 | $204.21 | $8.7M | Oct 8 |
| Oct 3, 2025 | James A Burke | CEO | Sell | 10b5-1 plan | 42,742 | $204.44 | $8.7M | Oct 6 |
| Oct 1, 2025 | James A Burke | CEO | Sell | 10b5-1 plan | 39,201 | $197.04 | $7.7M | Oct 2 |
| Sep 29, 2025 | James A Burke | CEO | Sell | 10b5-1 plan | 42,754 | $201.56 | $8.6M | Sep 30 |
| Sep 25, 2025 | James A Burke | CEO | Sell | 10b5-1 plan | 42,750 | $201.86 | $8.6M | Sep 26 |
| Sep 23, 2025 | James A Burke | CEO | Sell | 10b5-1 plan | 42,722 | $210.52 | $9M | Sep 24 |
| Sep 19, 2025 | James A Burke | CEO | Sell | 10b5-1 plan | 42,726 | $212.34 | $9.1M | Sep 22 |
| Sep 17, 2025 | James A Burke | CEO | Sell | 10b5-1 plan | 42,719 | $213.17 | $9.1M | Sep 18 |
| Sep 15, 2025 | James A Burke | CEO | Sell | 10b5-1 plan | 42,736 | $206.32 | $8.8M | Sep 16 |
| Sep 11, 2025 | James A Burke | CEO | Sell | 10b5-1 plan | 62,666 | $206.26 | $12.9M | Sep 12 |
Officers, directors and 10% owners file SEC Form 4 within two business days. Unplanned: the insider chose to trade now, the trades worth attention; their dollars make the net above. 10b5-1 plan: scheduled in advance, kept for the record. Tax: shares withheld on vesting stock, not a market trade. Awards, option exercises and gifts are left out. Source: SEC EDGAR, collected daily for the stocks discussed on Reddit.
Congress
| Trade date | Member | Chamber | Side | Amount | Disclosed |
|---|---|---|---|---|---|
| Feb 17, 2026 | Julia Letlow | House | Buy | $1K–$15K | Mar 12 |
| Jan 16, 2026 | Nancy Pelosi | House | Buy | $100K–$250K | Jan 23 |
| Oct 31, 2025 | Lisa McClain | House | Sell | $1K–$15K | Nov 21 |
| Oct 30, 2025 | Lisa McClain | House | Buy | $1K–$15K | Nov 21 |
| Oct 30, 2025 | Lisa McClain | House | Sell | $1K–$15K | Nov 21 |
Members of Congress report trades within 45 days of the trade date, so these are never real-time. Amounts are disclosed as ranges; the net uses each range's midpoint (≈). Source: House and Senate periodic transaction reports via CongressInvests, refreshed daily.
Funds
| Investor | Shares | Value | Of its portfolio | Vs quarter before | As of |
|---|---|---|---|---|---|
| Appaloosa (David Tepper) | 2,215,272 | $351.4M | 4.7% | +10% | Q2 2026 |
| Bridgewater (Ray Dalio's firm) | 751,695 | $119.2M | 0.49% | +116% | Q2 2026 |
| Soros Fund Management (George Soros) | 4,223 | $669.9K | 0.01% | -98% | Q2 2026 |
| Date | Investor | Move | Source | Shares | ≈ Value | Now held | Filed |
|---|---|---|---|---|---|---|---|
| Aug 14, 2026 | Soros Fund Management (George Soros) | Trimmed | 13F, Q2 2026 | 240,091 | $38.1M | 0.0% | Aug 14 |
| Aug 14, 2026 | Bridgewater (Ray Dalio's firm) | Added | 13F, Q2 2026 | 403,181 | $64M | 0.5% | Aug 14 |
| May 15, 2026 | Soros Fund Management (George Soros) | New stake | 13F, Q1 2026 | 244,314 | $36.7M | 0.7% | May 15 |
| May 15, 2026 | Third Point (Dan Loeb) | Sold out | 13F, Q1 2026 | 1,005,000 | $162.1M | May 15 | |
| May 15, 2026 | Appaloosa (David Tepper) | Added | 13F, Q1 2026 | 1,077,332 | $162M | 5.1% | May 15 |
| Feb 17, 2026 | Coatue (Philippe Laffont) | Sold out | 13F, Q4 2025 | 512,811 | $100.5M | Feb 17 | |
| Feb 17, 2026 | Appaloosa (David Tepper) | Trimmed | 13F, Q4 2025 | 300,000 | $48.4M | 2.2% | Feb 17 |
| Feb 17, 2026 | Duquesne Family Office (Stanley Druckenmiller) | Sold out | 13F, Q4 2025 | 233,985 | $45.8M | Feb 17 | |
| Nov 14, 2025 | Third Point (Dan Loeb) | Trimmed | 13F, Q3 2025 | 315,000 | $61.7M | 2.2% | Nov 14 |
| Nov 14, 2025 | Duquesne Family Office (Stanley Druckenmiller) | New stake | 13F, Q3 2025 | 233,985 | $45.8M | 1.2% | Nov 14 |
| Nov 13, 2025 | Bridgewater (Ray Dalio's firm) | Trimmed | 13F, Q3 2025 | 479,279 | $93.9M | 0.3% | Nov 13 |
| Nov 13, 2025 | Appaloosa (David Tepper) | Trimmed | 13F, Q3 2025 | 555,000 | $108.7M | 3.3% | Nov 13 |
Well-known investors we follow (Buffett, Ackman, Icahn, Druckenmiller, Tepper, Soros and others). 13F: managers report their US stock holdings up to 45 days after each quarter; the change from the quarter before is dated by the filing, the trades happened some time in the quarter, and the value is at the quarter-end price (≈). New and closed positions, and adds or cuts of 20% or more, of positions at least 0.2% of the portfolio. ARK: Cathie Wood's ETFs publish their holdings every morning; the change beyond the fund's own inflows and outflows, dated by the session it traded. 5%+ stake: Schedule 13D (with intent to influence) or 13G (passive), filed within days. Source: SEC EDGAR, ark-funds.com, refreshed daily. Who holds it: each investor's latest 13F portfolio (positions at the quarter's end; one sold since would not show until the next filing), and ARK's ETFs as of their latest daily file. The funds we follow and their portfolios · All recent insider, congressional and fund moves