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Balyasny Asset Management: SRE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Balyasny Asset Management on SRE, newest first. How the timeline and the estimate are built.

Balyasny Asset Management held 719,532 SRE shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 719,532 shares
    Change vs previous 13F -1,089,174 shares

    0.12% of the 13F portfolio, value $66,707,812.

    13F-HR 0001193125-26-351940 filed by Balyasny Asset Management L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 1,808,706 shares
    Change vs previous 13F +1,015,309 shares

    0.35% of the 13F portfolio, value $175,751,962.

    13F-HR 0001193125-26-226359 filed by Balyasny Asset Management L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 793,397 shares
    Change vs previous 13F +760,254 shares

    0.13% of the 13F portfolio, value $70,049,021.

    13F-HR 0001193125-26-054303 filed by Balyasny Asset Management L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 33,143 shares
    Change vs previous 13F -127,435 shares

    0.01% of the 13F portfolio, value $2,982,207.

    13F-HR 0001193125-25-282267 filed by Balyasny Asset Management L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 160,578 shares
    Change vs previous 13F -1,114,351 shares

    0.03% of the 13F portfolio, value $12,166,995.

    13F-HR 0000950123-25-008224 filed by Balyasny Asset Management L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 1,274,929 shares
    Change vs previous 13F +89,685 shares

    0.23% of the 13F portfolio, value $90,978,933.

    13F-HR 0000950123-25-005606 filed by Balyasny Asset Management L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 1,185,244 shares
    Change vs previous 13F +593,481 shares

    0.24% of the 13F portfolio, value $103,969,604.

    13F-HR 0000950123-25-002486 filed by Balyasny Asset Management L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 591,763 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $49,489,140.

    13F-HR 0000950123-24-011629 filed by Balyasny Asset Management L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).