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Disclosery

Balyasny Asset Management: XLU position timeline

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

Balyasny Asset Management held 209,967 XLU 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 209,967 shares
    Change vs previous 13F +209,967 shares

    0.02% of the 13F portfolio, value $9,519,904.

    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 0 shares
    Change vs previous 13F -71,049 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-12-31
    13F 71,049 shares
    Change vs previous 13F -247,751 shares

    0.01% of the 13F portfolio, value $3,033,082.

    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 318,800 shares
    Change vs previous 13F +59,771 shares

    0.06% of the 13F portfolio, value $27,802,548.

    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 259,029 shares
    Change vs previous 13F +121,403 shares

    0.05% of the 13F portfolio, value $21,152,308.

    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 137,626 shares
    Change vs previous 13F -694,996 shares

    0.03% of the 13F portfolio, value $10,851,810.

    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 832,622 shares
    Change vs previous 13F +672,138 shares

    0.15% of the 13F portfolio, value $63,021,159.

    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 160,484 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $12,963,898.

    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).