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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 		$15.1M Buy
2,000,000
+1,000,000
+100% +$7.91M 0.02% 860
2026
Q1 		$7.66M Buy
1,000,000
+831,900
+495% +$4.73M 0.01% 1155
2025
Q4 		$886K Buy
168,100
+133,800
+390% +$798K ﹤0.01% 2252
2025
Q3 		$233K Buy
+34,300
New +$332K ﹤0.01% 2675

Other funds holding NEXT

BlackRock
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
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Millennium Management
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.