Vistra Corp. (VST) in Fidelity Select Utilities Portfolio Q2 2024

Positioned for Growth in Independent Power Production

Apr 15, 2025

Summary

Overweight position in independent power production and energy trading.
Potential to benefit from higher power prices and clean energy demand.
Risks include market competition and regulatory changes.
Recent performance driven by strategic positioning in the energy market.
Future outlook is optimistic with expected growth in power generation capacity.

Vistra Corp. (VST, Financial) was highlighted in the Fidelity Select Utilities Portfolio Q2 2024 review as a significant holding, reflecting its strategic importance in the fund's focus on independent power production. The company is poised to benefit from the transition to renewable energy and the increasing demand for clean power solutions.

"Over time, we believe companies in this segment could benefit from higher power prices resulting from the shutdown of coal-fired plants, as well as proposed reforms we think benefit the economics of low-cost power generation." — Fidelity Select Utilities Portfolio, Q2 2024 Fund Letter

Read full letter at gurufocus fidelity select utilities portfolio q2 2024 review 2024 Q2 page.

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