Position in NI
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$587,122
+$265,821 QoQ
Shares Held
12,583
+63.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NI Over Time
Shares Held
Position Value (USD)
Derivatives in NI
reported options exposure · as of Sep 30, 2025CallValue
$12,990,000
CallShares
300,000
PutValue
$0
PutShares
0
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 Gas
Utilities · as of Mar 31, 2026Balyasny Asset Management L.P. holds $80,032,769 across 6 Utilities - Regulated Gas names. NI ranks #5 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SWX |
Southwest Gas Holdings, Inc.
|
565,916 | $49,178,100 | |
| 2 | UGI |
Ugi Corp /Pa/
|
595,195 | $21,677,000 | |
| 3 | MDU |
Mdu Resources Group Inc
|
284,992 | $5,905,033 | |
| 4 | BIPC |
Brookfield Infrastructure Corp
|
56,413 | $2,229,441 | |
| 5 | NI |
Nisource Inc.
This page
|
12,583 | $587,122 | |
| 6 | ATO |
Atmos Energy Corp
|
2,469 | $456,073 |
All Filings in NI
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $587,122 | 12,583 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $321,301 | 7,694 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $12,990,000 | 300,000 | Call | Sole | 2025-11-14 | |
| 2025-09-30 | $70,342,668 | 1,624,542 | Shares | Sole | 2025-11-14 | |
| 2024-12-31 | $23,628,703 | 642,783 | Shares | Sole | 2025-02-14 | |
| 2024-06-30 | $18,205,355 | 631,911 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $49,283,370 | 1,781,756 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $148,516,822 | 5,593,854 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $61,742,350 | 2,501,716 | Shares | Other | 2023-11-14 | |
| 2022-12-31 | $84,532,706 | 3,082,885 | Shares | Other | 2023-02-14 | |
| 2022-09-30 | $19,695,859 | 781,892 | Shares | Sole | 2022-11-15 | |
| 2021-12-31 | $5,238,749 | 189,741 | Shares | Sole | 2022-02-14 | |
| 2021-06-30 | $5,425,157 | 221,435 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $3,521,217 | 146,048 | Shares | Sole | 2021-05-17 | |
| 2020-09-30 | $10,045,200 | 456,600 | Shares | Sole | 2020-11-16 | |
| No filing history on record for this holder in this stock. | ||||||