Feed / VST

Vistra Corp.

VST

Utilities · 136.21 -2.0% today

Partial group confirmationMarket checked 21 Aug, 15:55 GMT-4

Jodie situation report

Vistra Corp.'s move is spreading beyond its market group.

VST accounts for 10.8% of the group's measured movement across 5.8 effective names. raw member direction is mixed; 6 of 8 SPY-adjusted paths align to the downside. Capital-flow agreement is 9%, so confirmation is not yet clean. No verified headline preceded the measured group move.

MOVE ANATOMY

Is this move genuinely shared?

SPY-adjusted 5m paths
Role in the moveAligned contributor#4 of 8 by movement share
Group movement share10.8%Absolute path energy—not portfolio weight
Relative path-0.66%aligned
Effective breadth5.8 / 8broad
Relative alignment6/8downside path · 2 counter-moving
Capital-flow agreement9%not yet clean
SEQUENCE READ

CEG, VSAT, TLN moved materially before VST. VST crossed its material path threshold at 15:20 ET, 60 minutes after the first measured mover. IRDM, BEPC followed.

What changed
  • Revenue increased 17.7% versus the comparable filing period.
EVIDENCE COVERAGE

5 of 8 members in Independent Power Producers are active. 0 of 6 disclosed connections are confirming.

What would change this read
  • At least 6 of 8 durable members become active together.
  • Capital-flow agreement rises above 55%.
  • AEP remains aligned with the group in the next market snapshot.

Invalidation: The live read weakens if participation falls to 2 of 8 members or fewer.

Watch this read

Who this business touches

The relationships behind VST

Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.

Depends on

AMZNAmazon.com, Inc.customerFeb 27, 2026 ▾

“Long-term contracts entered in 2025 underwrite higher base profitability in the future.”

METAMeta Platforms, Inc.customerFeb 27, 2026 ▾

“We anticipate power delivery to begin in the fourth quarter of 2027 and ramp to full capacity by 2032.”

Depended on by

CIFRCipher Digital Inc.partnerMay 5, 2026 ▾

“At the end of the lease term for the Interconnection Electrical Facilities, the substation will be sold back to Luminant’s affiliate, Vistra Operations Company, LLC at a price to be determined based upon bids obtained in the secondary market.”

Filing peers

AEPAEEED

Companies whose filings use similar operating language.

Open the three relationships above to see Jodie’s filing proof. Pro unlocks 3 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →

What is moving around it

Live connections

VST is currently a Follower in the organic co-movement group Independent Power Producers. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.