Position in BE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$74,511,723
+$57,776,405 QoQ
Shares Held
246,157
+99.3% QoQ
Ownership
0.087%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#108
of 1,277 holders
Holding Since
Dec 2020
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BE Over Time
Shares Held
Position Value (USD)
Derivatives in BE
reported options exposure · as of Jun 30, 2026CallValue
$43,528,260
CallShares
143,800
PutValue
$817,290
PutShares
2,700
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026Balyasny Asset Management L.P. holds $338,794,521 across 16 Electrical Equipment & Parts names. BE ranks #2 (22.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVT |
nVent Electric plc
|
1,173,238 | $198,992,897 | |
| 2 | BE |
Bloom Energy Corp
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|
246,157 | $74,511,723 | |
| 3 | HUBB |
Hubbell Inc
|
56,271 | $29,440,986 | |
| 4 | AEIS |
Advanced Energy Industries Inc
|
40,455 | $15,084,455 | |
| 5 | VRT |
Vertiv Holdings Co
|
21,271 | $7,121,956 | |
| 6 | ENR |
Energizer Holdings, Inc.
|
311,162 | $6,671,313 | |
| 7 | ATKR |
Atkore Inc.
|
28,014 | $2,130,184 | |
| 8 | EOSE |
Eos Energy Enterprises, Inc.
|
255,839 | $1,504,333 |
All Filings in BE
Export CSV
38 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $43,528,260 | 143,800 | Call | Sole | 2026-08-14 | |
| 2026-06-30 | $817,290 | 2,700 | Put | Sole | 2026-08-14 | |
| 2026-06-30 | $74,511,723 | 246,157 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $15,825,232 | 116,800 | Call | Sole | 2026-05-15 | |
| 2026-03-31 | $6,408,677 | 47,300 | Put | Sole | 2026-05-15 | |
| 2026-03-31 | $16,735,318 | 123,517 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $35,433,742 | 407,800 | Put | Sole | 2026-02-17 | |
| 2025-12-31 | $15,162,305 | 174,500 | Call | Sole | 2026-02-17 | |
| 2025-12-31 | $5,420,111 | 62,379 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $754,279 | 8,919 | Shares | Sole | 2025-11-14 | |
| 2025-09-30 | $21,844,431 | 258,300 | Put | Sole | 2025-11-14 | |
| 2025-09-30 | $8,457,000 | 100,000 | Call | Sole | 2025-11-14 | |
| 2025-06-30 | $9,850,256 | 411,800 | Put | Sole | 2025-08-14 | |
| 2025-06-30 | $24,468,509 | 1,022,931 | Shares | Sole | 2025-08-14 | |
| 2025-06-30 | $1,016,600 | 42,500 | Call | Sole | 2025-08-14 | |
| 2025-03-31 | $1,505,956 | 76,600 | Call | Sole | 2025-05-15 | |
| 2025-03-31 | $3,308,778 | 168,300 | Put | Sole | 2025-05-15 | |
| 2025-03-31 | $13,413,978 | 682,298 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $35,853,136 | 1,614,279 | Shares | Sole | 2025-02-14 | |
| 2024-12-31 | $15,027,286 | 676,600 | Call | Sole | 2025-02-14 | |
| 2024-12-31 | $8,168,838 | 367,800 | Put | Sole | 2025-02-14 | |
| 2024-09-30 | $4,393,678 | 416,068 | Shares | Sole | 2024-11-14 | |
| 2024-09-30 | $247,104 | 23,400 | Put | Sole | 2024-11-14 | |
| 2024-06-30 | $9,645,107 | 787,999 | Shares | Sole | 2024-08-14 | |
| 2024-06-30 | $6,372,144 | 520,600 | Put | Sole | 2024-08-14 | |
| 2024-03-31 | $3,142,231 | 279,558 | Shares | Sole | 2024-05-13 | |
| 2024-03-31 | $3,934,000 | 350,000 | Put | Sole | 2024-05-13 | |
| 2023-12-31 | $8,796,158 | 594,335 | Shares | Sole | 2024-02-14 | |
| 2023-12-31 | $7,281,600 | 492,000 | Put | Sole | 2024-02-14 | |
| 2023-09-30 | $12,349,077 | 931,303 | Shares | Sole | 2023-11-14 | |
| 2023-09-30 | $9,845,550 | 742,500 | Put | Sole | 2023-11-14 | |
| 2023-06-30 | $10,709,250 | 655,000 | Put | Sole | 2023-08-14 | |
| 2023-06-30 | $515,809 | 31,548 | Shares | Sole | 2023-08-14 | |
| 2022-09-30 | $8,924,495 | 446,448 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $7,407,444 | 448,936 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $8,157,870 | 337,800 | Shares | Sole | 2022-05-16 | |
| 2021-09-30 | $911,982 | 48,717 | Shares | Sole | 2021-12-01 | |
| 2020-12-31 | $579,447 | 20,218 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||