Position in NXT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$64,968,471
+$64,398,873 QoQ
Shares Held
545,312
+11441.0% QoQ
Ownership
0.359%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#52
of 719 holders
Holding Since
Jun 2023
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NXT Over Time
Shares Held
Position Value (USD)
Derivatives in NXT
reported options exposure · as of Sep 30, 2025CallValue
$4,069,450
CallShares
55,000
PutValue
$2,574,852
PutShares
34,800
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 Solar
Technology · as of Jun 30, 2026Balyasny Asset Management L.P. holds $134,641,142 across 7 Solar names. NXT ranks #1 (48.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NXT |
Nextpower Inc.
This page
|
545,312 | $64,968,471 | |
| 2 | RUN |
Sunrun Inc.
|
3,925,623 | $52,524,835 | |
| 3 | FSLR |
First Solar, Inc.
|
45,059 | $10,632,121 | |
| 4 | SEDG |
Solaredge Technologies, Inc.
|
43,898 | $2,565,399 | |
| 5 | JKS |
JinkoSolar Holding Co., Ltd.
|
114,603 | $1,925,330 | |
| 6 | CSIQ |
Canadian Solar Inc.
|
112,815 | $1,807,296 | |
| 7 | ENPH |
Enphase Energy, Inc.
|
4,421 | $217,690 |
All Filings in NXT
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $64,968,471 | 545,312 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $569,598 | 4,725 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $436,769 | 5,014 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,574,852 | 34,800 | Put | Sole | 2025-11-14 | |
| 2025-09-30 | $4,069,450 | 55,000 | Call | Sole | 2025-11-14 | |
| 2025-06-30 | $1,404,377 | 25,830 | Shares | Sole | 2025-08-14 | |
| 2025-06-30 | $1,495,175 | 27,500 | Put | Sole | 2025-08-14 | |
| 2025-06-30 | $570,885 | 10,500 | Call | Sole | 2025-08-14 | |
| 2024-12-31 | $30,578,057 | 837,067 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $368,728 | 9,838 | Shares | Sole | 2024-11-14 | |
| 2024-03-31 | $1,624,121 | 28,863 | Shares | Sole | 2024-05-13 | |
| 2023-06-30 | $13,770,438 | 345,904 | Shares | Sole | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||