Position in SO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$67,094,528
+$51,872,263 QoQ
Shares Held
701,019
+344.5% QoQ
Ownership
0.062%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#100
of 2,356 holders
Holding Since
Mar 2021
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Derivatives in SO
reported options exposure · as of Jun 30, 2026CallValue
$622,115
CallShares
6,500
PutValue
$354,127
PutShares
3,700
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 Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Balyasny Asset Management L.P. holds $1,566,024,393 across 31 Utilities - Regulated Electric names. SO ranks #8 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TXNM |
Txnm Energy Inc
|
7,113,061 | $403,879,603 | |
| 2 | PPL |
PPL Corp
|
5,138,433 | $186,782,039 | |
| 3 | PCG |
PG&E Corp
|
8,893,777 | $149,593,329 | |
| 4 | NEE |
Nextera Energy Inc
|
1,615,487 | $141,791,293 | |
| 5 | CMS |
Cms Energy Corp
|
1,426,976 | $109,163,664 | |
| 6 | NWE |
NorthWestern Energy Group, Inc.
|
1,285,897 | $92,095,943 | |
| 7 | XEL |
Xcel Energy Inc
|
1,035,575 | $83,156,672 | |
| 8 | SO |
Southern Co
This page
|
701,019 | $67,094,528 |
All Filings in SO
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $622,115 | 6,500 | Call | Sole | 2026-08-14 | |
| 2026-06-30 | $354,127 | 3,700 | Put | Sole | 2026-08-14 | |
| 2026-06-30 | $67,094,528 | 701,019 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,387,852 | 35,100 | Call | Sole | 2026-05-15 | |
| 2026-03-31 | $15,222,265 | 157,711 | Shares | Sole | 2026-05-15 | |
| 2026-03-31 | $3,522,980 | 36,500 | Put | Sole | 2026-05-15 | |
| 2025-12-31 | $1,436,881 | 16,478 | Shares | Sole | 2026-02-17 | |
| 2025-12-31 | $976,640 | 11,200 | Call | Sole | 2026-02-17 | |
| 2025-06-30 | $74,541,808 | 811,737 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $8,381,058 | 91,148 | Shares | Sole | 2025-05-15 | |
| 2024-03-31 | $502,180 | 7,000 | Put | Sole | 2024-05-13 | |
| 2024-03-31 | $674,356 | 9,400 | Call | Sole | 2024-05-13 | |
| 2023-12-31 | $83,748,943 | 1,194,366 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $62,966,994 | 972,914 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $60,912,791 | 867,086 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $38,702,830 | 556,235 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $102,820,044 | 1,439,855 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $44,139,276 | 649,107 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $3,565,500 | 50,000 | Put | Sole | 2022-08-15 | |
| 2022-06-30 | $27,963,360 | 392,138 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $6,857,705 | 94,576 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $6,738,122 | 98,252 | Shares | Sole | 2022-02-14 | |
| 2021-03-31 | $10,719,429 | 172,449 | Shares | Sole | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||