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Nuclear stocks / Nuclear utilities / Nuclear utility

Vistra

NYSE:VSTUnited Stateswebsite

Vistra is a utility with a nuclear fleet listed on the NYSE as VST, with operations in United States, tracked under the nuclear utilities stage. On this site it is joined to 1 datacenter deal, 4 operated reactor sites, each shown below with its own source.

Market cap

$53.87B

live · primary listing

Share price

$160.50

NYSE:VST · -19.1% 1y

Dividend yield

0.65%

analyst target $210.25 (20 analysts)

Segment

Nuclear utility

United States

Headline figures

6,654 MWOperated nuclear capacity · 6 operating units at 4 sites operated, not owned share (GEM)[1]
  • Beaver Valley1,9172 units · United Statessource
  • Comanche Peak2,5092 units · United Statessource
  • Davis Besse9251 unit · United Statessource
  • Perry1,3031 unit · United Statessource
2,609 MWDatacenter offtake, firm · 2,609 MW announced across 1 deal (overlaps deduped); firm = signed, binding[1]
  • Meta2,609signed · bindingsource

VST share price

US$160.50US$-37.973 (-19.13%)1Y
real · EODHD end-of-day closes, primary listingyellowcakeanalytics.com

What they do

  • Acquired Energy Harbor in 2024, adding 4,048 MW of nuclear generation in PJM to Comanche Peak in Texas.
  • Entered a 20-year power purchase agreement with Amazon Web Services for 1,200 MW from Comanche Peak (September 2025) and 20-year PPAs with Meta for 2,609 MW from its PJM nuclear plants, including 433 MW of planned uprates (January 2026). (2026-01)

GEM files Comanche Peak under Luminant Generation Company and the former Energy Harbor plants under First Energy Nuclear Operating, both Vistra subsidiaries today.

Reportable nuclear segment: Nuclear is a disclosed generation line in the FY2025 Form 10-K properties table; the owned capacity and its share of the fleet are cited below.

Owned nuclear capacity: 6,448 MW as of 2025-12-31. Item 2 lists Comanche Peak 2,400 MW, Beaver Valley 1,872 MW, Perry 1,268 MW and Davis-Besse 908 MW (6,448 MW) among a gas-heavy fleet; the 10-K also records 4,048 MW of nuclear acquired with Energy Harbor in 2024.

On this site

Datacenter deals deal book →

  • Meta2,609 MW · signed · firm · Perry, Davis-Besse, Beaver Valleysource

Firm means signed and binding; investments and memoranda never count as contracted power.

Operated reactor sites map →

  • Beaver Valley1,917 MW · 2 units · United Statessource
  • Comanche Peak2,509 MW · 2 units · United Statessource
  • Davis Besse925 MW · 1 unit · United Statessource
  • Perry1,303 MW · 1 unit · United Statessource

Operated site capacity, not ownership share. Source: Global Energy Monitor, Global Nuclear Power Tracker, September 2025 release (CC BY 4.0).

Frequently asked questions

What does Vistra do?
Irving, Texas merchant generator and retailer whose nuclear fleet (Comanche Peak plus the Beaver Valley, Perry and Davis-Besse plants acquired with Energy Harbor in 2024) totals 6,448 MW inside a portfolio dominated by gas; nuclear output is contracted to Amazon and Meta under 20-year agreements. Acquired Energy Harbor in 2024, adding 4,048 MW of nuclear generation in PJM to Comanche Peak in Texas. Each statement links to the company disclosure that supports it.
Where does Vistra sit in the nuclear value chain?
Vistra is tracked under the nuclear utilities stage as a utility with a nuclear fleet. Reportable nuclear segment: Nuclear is a disclosed generation line in the FY2025 Form 10-K properties table; the owned capacity and its share of the fleet are cited below.
Does Vistra have datacenter power deals?
The deal book records 1 deal naming Vistra as counterparty (Meta): 2,609 MW announced, of which 2,609 MW is signed and binding. Investments and memoranda are never counted as firm.
How much nuclear capacity does Vistra operate?
Vistra operates 6 units at 4 sites totalling 6,654 MW, per Global Energy Monitor, Global Nuclear Power Tracker, September 2025 release (CC BY 4.0). Operated site capacity is not ownership share; the company's own filing states 6,448 MW owned.
Where does Vistra stock trade?
Vistra trades on the NYSE under the ticker VST. The market cap shown on this page is computed live from the primary listing.
Real

Figures on this page come from the cited disclosures and datasets; the tracker methodology explains stages, materiality tiers and staleness rules. Prices refresh hourly. Informational only, not investment advice.

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