Position in XEL
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$96,949,608
+$38,245,386 QoQ
Shares Held
1,220,413
+53.5% QoQ
Ownership
0.195%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
20 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
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 Mar 31, 2026Balyasny Asset Management L.P. holds $1,346,383,924 across 30 Utilities - Regulated Electric names. XEL ranks #4 (7.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TXNM |
Txnm Energy Inc
|
7,133,543 | $417,026,923 | |
| 2 | D |
Dominion Energy, Inc
|
3,168,586 | $195,881,986 | |
| 3 | PCG |
PG&E Corp
|
6,838,436 | $120,151,319 | |
| 4 | XEL |
Xcel Energy Inc
This page
|
1,220,413 | $96,949,608 | |
| 5 | PPL |
PPL Corp
|
2,458,048 | $93,897,433 | |
| 6 | AEE |
Ameren Corp
|
744,357 | $81,819,721 | |
| 7 | PNW |
Pinnacle West Capital Corp
|
808,876 | $81,494,257 | |
| 8 | NWE |
NorthWestern Energy Group, Inc.
|
910,560 | $60,042,326 |
All Filings in XEL
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||