Position in ED
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$56,137,280
-$32,868,040 QoQ
Shares Held
496,000
-44.7% QoQ
Ownership
0.135%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
15 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in ED Over Time
Shares Held
Position Value (USD)
Derivatives in ED
reported options exposure · as of Sep 30, 2022CallValue
$0
CallShares
0
PutValue
$857,600
PutShares
10,000
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 Utilities - Regulated Electric
Utilities · as of Mar 31, 2026Balyasny Asset Management L.P. holds $1,346,383,924 across 30 Utilities - Regulated Electric names. ED ranks #9 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TXNM |
Txnm Energy Inc
|
7,133,543 | $417,026,923 | |
| 2 | D |
Dominion Energy, Inc
|
3,168,586 | $195,881,986 | |
| 3 | PCG |
PG&E Corp
|
6,838,436 | $120,151,319 | |
| 4 | XEL |
Xcel Energy Inc
|
1,220,413 | $96,949,608 | |
| 5 | PPL |
PPL Corp
|
2,458,048 | $93,897,433 | |
| 6 | AEE |
Ameren Corp
|
744,357 | $81,819,721 | |
| 7 | PNW |
Pinnacle West Capital Corp
|
808,876 | $81,494,257 | |
| 8 | NWE |
NorthWestern Energy Group, Inc.
|
910,560 | $60,042,326 |
All Filings in ED
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $56,137,280 | 496,000 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $89,005,320 | 896,147 | Shares | Sole | 2026-02-17 | |
| 2025-06-30 | $20,634,870 | 205,629 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $98,601,712 | 891,597 | Shares | Sole | 2025-05-15 | |
| 2023-09-30 | $42,575,893 | 497,789 | Shares | Sole | 2023-11-14 | |
| 2022-12-31 | $95,180,378 | 998,640 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $857,600 | 10,000 | Put | Sole | 2022-11-15 | |
| 2022-09-30 | $11,088,596 | 129,298 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $16,380,023 | 172,240 | Shares | Other | 2022-08-15 | |
| 2022-03-31 | $8,680,830 | 91,686 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $4,436,298 | 51,996 | Shares | Sole | 2022-02-14 | |
| 2021-06-30 | $11,956,226 | 166,707 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $13,334,970 | 178,275 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $5,541,085 | 76,672 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $8,845,237 | 113,692 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $1,019,320 | 14,171 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||