Company facts
- Industry
- Electric Services
- Headquarters
- Irving, Texas
- Most recent report
- 8-K, filed Nov 9, 2026
- Incorporated
- Delaware
- Filings on record
- 1,003+ filings
- On EDGAR
- CIK 1692819
- Fiscal year ends
- December
- Filer status
- Large accelerated filer
Financials 8 of 42
News 8 of 171
Prospectuses and Registrations 8 of 49
- 424B2 Prospectus supplement for an offering Sep 14, 2026
- FWP Free writing prospectus Sep 11, 2026
- 424B5 Prospectus supplement for an offering Sep 10, 2026
- S-3ASR Automatic shelf registration Sep 9, 2026
- S-8 Registration statement for an employee plan Oct 31, 2025
- S-8 Registration statement for an employee plan Aug 6, 2024
- S-3ASR Automatic shelf registration Jan 29, 2024
- S-3 Shelf registration statement Jan 23, 2024
Proxies 8 of 13
- DEFA14A Extra proxy material Mar 18, 2026
- DEF 14A Proxy statement for a shareholder vote Mar 18, 2026
- DEFA14A Extra proxy material Mar 19, 2025
- DEF 14A Proxy statement for a shareholder vote Mar 19, 2025
- PRE 14A Preliminary proxy statement Mar 7, 2025
- DEF 14A Proxy statement for a shareholder vote Apr 3, 2024
- DEF 14A Proxy statement for a shareholder vote Apr 4, 2023
- DEF 14A Proxy statement for a shareholder vote Apr 4, 2022
Ownership 8 of 684
- SCHEDULE 13G/A Large holder reported a passive stake, amended Nov 5, 2026
- 4 Insider reported a trade Oct 8, 2026
- 4 Insider reported a trade Oct 7, 2026
- 144 Notice of a proposed sale of restricted stock Oct 7, 2026
- 144 Notice of a proposed sale of restricted stock Oct 6, 2026
- 4 Insider reported a trade Sep 10, 2026
- 4 Insider reported a trade Sep 10, 2026
- 144 Notice of a proposed sale of restricted stock Sep 8, 2026
Other 8 of 44
- 424B7 Nov 9, 2026
- ARS Annual report sent to shareholders Mar 18, 2026
- CERT Exchange certified a listing Aug 18, 2025
- 8-A12B Registration of a security for exchange listing Aug 18, 2025
- ARS Annual report sent to shareholders Mar 19, 2025
- ARS Annual report sent to shareholders Apr 3, 2024
- RW Jan 29, 2024
- ARS Annual report sent to shareholders Apr 4, 2023
What to read: Sep 2026 10-Q
SECSift found 3 of 13 sections worth reading, with 3 positive, 6 notable, and 3 negative flags.
Financial Statements (Item 1)
Notes show major acquisition, debt issuance, Moss Landing impairment, and Helix Fund commitment.Notable- Cogentrix acquisition closed Oct 30, 2026: $2.2B cash + 5M shares at $185 + $1.7B debt assumed.
- Committed up to $1B to KKR Helix Fund for AI infrastructure; $500M initial, $500M conditional.
- Forward repurchase obligation of $622M due Dec 31, 2026 for Nuveen minority interest buyout.
- Series A and B preferred stock redeemed in Oct/Dec 2026 using junior subordinated note proceeds.
Management's Discussion (Item 2)
MD&A with detailed segment results, acquisitions, impairments, and liquidity changes.Market Risk (Item 3)
VaR jumped 71%, credit concentration at 37%, $1.9B commodity liability due soon.Notable
What changed: Sep 2026 vs. Jun 2026
About 9% of VST's Sep 2026 10-Q is new information. 61 paragraphs were added, 282 changed, and 40 removed. Below are the most important lines SECSift identified.
New
- Issued $1.5B of junior subordinated notes in September 2026.
- New disclosure: $162M nuclear PTC revenue recognized in nine months ended Sep 30, 2026.
- New disclosure: Vistra Operations issued $1.5B junior subordinated notes in Sep 2026 and redeemed preferred stock.
- Series A Preferred Stock redeemed on Oct 15, 2026; Series B redemption notice issued for Dec 15, 2026.
Changed
- Cogentrix acquisition closed Oct 30, 2026; cash consideration $2.2B vs estimated $2.3B, debt assumed $1.7B vs $1.5B.
- Gross credit exposure rose to $3.101B from $2.648B, net to $2.915B from $2.481B as of September 30, 2026.
- Commodity contract net liability improved to $(1,917)M from $(2,357)M as of September 30, 2026.
- East nuclear/renewable/coal hedging for 2027 rose to 88% from 74% as of Sep 30, 2026.
- Sale of Casco Bay, Beaver Falls, Syracuse gas plants closed Oct 8, 2026, previously expected in H2 2026.
Everything here comes from Vistra Corp.'s own filings on SEC EDGAR. The filing list is rechecked every hour. SECSift analysis was completed on Nov 9, 2026, from the 10-Q for Sep 2026.