Position in XEL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$83,156,672
-$13,792,936 QoQ
Shares Held
1,035,575
-15.1% QoQ
Ownership
0.166%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#73
of 1,281 holders
Holding Since
Jun 2020
21 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in XEL Over Time
Shares Held
Position Value (USD)
Derivatives in XEL
reported options exposure · as of Dec 31, 2025CallValue
$0
CallShares
0
PutValue
$14,772,000
PutShares
200,000
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 Jun 30, 2026Balyasny Asset Management L.P. holds $1,566,024,393 across 31 Utilities - Regulated Electric names. XEL ranks #7 (5.3% 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
This page
|
1,035,575 | $83,156,672 | |
| 8 | SO |
Southern Co
|
701,019 | $67,094,528 |
All Filings in XEL
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $83,156,672 | 1,035,575 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $96,949,608 | 1,220,413 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $14,772,000 | 200,000 | Put | Sole | 2026-02-17 | |
| 2025-12-31 | $58,704,222 | 794,804 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $75,807,774 | 939,960 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $116,883,503 | 1,716,351 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $5,010,516 | 70,780 | Shares | Sole | 2025-05-15 | |
| 2024-09-30 | $12,810,488 | 196,179 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $10,836,889 | 202,900 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $52,608,296 | 978,759 | Shares | Sole | 2024-05-13 | |
| 2024-03-31 | $4,031,250 | 75,000 | Put | Sole | 2024-05-13 | |
| 2023-12-31 | $30,119,215 | 486,500 | Call | Sole | 2024-02-14 | |
| 2023-12-31 | $2,791,768 | 45,094 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $91,010,126 | 1,590,530 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,011,692 | 16,273 | Shares | Sole | 2023-08-14 | |
| 2022-12-31 | $67,074,237 | 956,700 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $13,993,152 | 218,643 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $17,019,124 | 240,519 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $9,106,410 | 126,180 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $5,460,817 | 80,662 | Shares | Sole | 2022-02-14 | |
| 2021-06-30 | $11,097,156 | 168,445 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,110,717 | 16,700 | Shares | Sole | 2021-05-17 | |
| 2020-09-30 | $13,209,480 | 191,414 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $2,685,250 | 42,964 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||