Transitory Storm and Regulatory Noise Mask NiSource’s (NI) GenCo Data Center Opportunity
Reaves W H & Co Inc released its third-quarter 2026 investor letter for “Reaves Long-Term Value Strategy”. The letter can be downloaded here.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Bailard Inc Thomas Bailard | 69,360 | $2,705,040 | +7% | 0.05% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $26.44 | 40,000 | $1,057,600.00 | 131,242 | 2023-08-23 | Filing | |
| $25.37 | 200 | $5,073.00 | 41,100 | 2021-05-26 | Filing | |
| $25.37 | 4,800 | $121,776.00 | 40,900 | 2021-05-26 | Filing | |
| $25.33 | 200 | $5,065.00 | 36,100 | 2021-05-25 | Filing | |
| $25.38 | 4,800 | $121,835.04 | 35,900 | 2021-05-25 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $42.40 | 37,509 | $1,590,388.94 | 78,527 | 2026-08-14 | Filing | |
| $47.68 | 15,000 | $715,200.00 | 35,990 | 2026-05-22 | Filing | |
| $47.73 | 19,905 | $950,065.65 | 519,557 | 2026-05-21 | Filing | |
| $47.43 | 2,500 | $118,575.00 | 116,036 | 2026-05-20 | Filing | |
| $47.19 | 10,000 | $471,850.00 | 117,899 | 2026-05-14 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 727,620 | $28,377,180 | 0.03% | |
| 2. | 566,721 | $22,102,119 | 0.82% | |
| 3. | 488,200 | $19,039,800 | 0.1% | |
| 4. | 258,138 | $10,067,382 | 0.01% | |
| 5. | 238,446 | $9,299,384 | 0.41% |