Vistra (VST) in Fidelity Select Utilities Portfolio Q3 2024

Independent Power Producer Capitalizing on Market Reforms

Apr 14, 2025

Summary

Overweight position in independent power producers and energy traders.
Benefiting from higher power prices and clean energy demand.
Risks include market volatility and regulatory changes.
Recent performance supported by strategic positioning and market dynamics.
Outlook remains strong with expected growth in power generation capacity.

Vistra (VST, Financial) was a key holding in the Fidelity Select Utilities Portfolio Q3 2024 review, emphasizing its strategic importance in the fund's overweight position in independent power producers. The company is poised to benefit from market reforms and the increasing demand for clean energy.

"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..." — Fidelity Select Utilities Portfolio, Q3 2024 Fund Letter

Read full letter at gurufocus fidelity select utilities portfolio q3 2024 review 2024 Q3 page.

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