Position in NI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$164,413,349
+$163,826,227 QoQ
Shares Held
3,457,694
+27379.1% QoQ
Ownership
0.721%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#29
of 912 holders
Holding Since
Sep 2020
15 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 Jun 30, 2026Balyasny Asset Management L.P. holds $235,574,698 across 8 Utilities - Regulated Gas names. NI ranks #1 (69.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NI |
Nisource Inc.
This page
|
3,457,694 | $164,413,349 | |
| 2 | ATO |
Atmos Energy Corp
|
192,607 | $33,180,407 | |
| 3 | SWX |
Southwest Gas Holdings, Inc.
|
182,979 | $16,226,577 | |
| 4 | UGI |
Ugi Corp /Pa/
|
204,568 | $7,065,778 | |
| 5 | CTRI |
Centuri Holdings, Inc.
|
222,729 | $6,735,324 | |
| 6 | MDU |
Mdu Resources Group Inc
|
224,010 | $4,751,252 | |
| 7 | BIPC |
Brookfield Infrastructure Corp
|
48,902 | $1,882,727 | |
| 8 | OGS |
ONE Gas, Inc.
|
17,118 | $1,319,284 |
All Filings in NI
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $164,413,349 | 3,457,694 | Shares | Sole | 2026-08-14 | |
| 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. | ||||||