Dmitry Balyasny’s NextDecade NEXT Stock Holding History

Dmitry Balyasny’s Portfolio NEXT Stock Details NEXT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$14.5M	Sell	1,926,956 -613,199	-24%	-$4.85M	0.02%	886
2026 Q1	$19.5M	Buy	2,540,155 +272,896	+12%	+$1.55M	0.03%	702
2025 Q4	$11.9M	Buy	2,267,259 +2,189,095	+2,801%	+$13.1M	0.02%	945
2025 Q3	$531K	Buy	+78,164	New	+$756K	﹤0.01%	2379
2025 Q2	–	Sell	-59,602	Closed	-$464K	–	3178
2025 Q1	$464K	Buy	+59,602	New	+$481K	﹤0.01%	2294
2023 Q4	–	Sell	-22,437	Closed	-$115K	–	2762
2023 Q3	$115K	Buy	+22,437	New	+$136K	﹤0.01%	2112
2022 Q2	–	Sell	-15,225	Closed	-$101K	–	3031
2022 Q1	$101K	Buy	+15,225	New	+$47.7K	﹤0.01%	2141

Other funds holding NEXT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

MIC

Mubadala Investment Company Abu Dhabi, United Arab Emirates $34.8B AUM 107.63% 1-Year Est. Return

MIPU

Man Investment Partners (US) New York $359M AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

NIM

NEOS Investment Management Westport, Connecticut $27.1B AUM 57.21% 1-Year Est. Return

Dmitry Balyasny's NEXT Position: Q2 2026 in Review

Dmitry Balyasny reduced its NextDecade (NEXT) stake by 24% in Q2 2026, selling an estimated $4.85M and leaving 1,926,956 shares worth $14.5M. The position accounts for 0.02% of the portfolio, ranked #886.

Dmitry Balyasny first reported a position in NEXT in Q1 2022 and has held it in 7 quarters since. The position peaked at $19.5M in Q1 2026. 209 funds tracked by Wall St. Rank hold NEXT as of Q2 2026.

Dmitry Balyasny held 1,926,956 shares of NextDecade worth $14.5M as of Q2 2026.
Dmitry Balyasny sold 613,199 NextDecade shares in Q2 2026, an estimated $4.85M.
NextDecade made up 0.02% of Dmitry Balyasny's portfolio in Q2 2026, its #886 holding.
Dmitry Balyasny first reported a position in NextDecade in Q1 2022 and has held it in 7 quarters since.
Dmitry Balyasny's NextDecade position peaked at $19.5M in Q1 2026.
209 funds tracked by Wall St. Rank held NextDecade as of Q2 2026.

Based on Balyasny Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.