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. | Antipodes Partners Jacob Mitchell | 2,972,968 | $115,945,752 | +38% | 2.13% |
| 2. | Renaissance Technologies Jim Simons | 934,000 | $36,426,000 | +25% | 0.05% |
| 3. | Bailard Inc Thomas Bailard | 69,360 | $2,705,040 | +7% | 0.05% |
| 4. | Aster Capital Management (DIFC) Ltd Nabil Ouajjane | 47,972 | $1,870,908 | +151% | 0.68% |
| 5. | Winton Capital Management David Harding | 30,142 | $1,175,538 | -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 |
|---|---|---|---|---|---|---|
| $45.58 | 6,500 | $296,270.00 | 153,580 | 2026-11-05 | Filing | |
| $45.00 | 6,500 | $292,500.00 | 160,080 | 2026-10-30 | Filing | |
| $44.56 | 40,000 | $1,782,400.00 | 58,375 | 2026-10-30 | Filing | |
| $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 |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 13,244,630 | $514,537,624 | 0.03% | |
| 2. | 8,425,522 | $328,595,358 | 0.09% | |
| 3. | 8,410,062 | $327,992,398 | 0.01% | |
| 4. | 4,666,458 | $181,991,862 | 3.29% | |
| 5. | 4,507,633 | $175,797,687 | 0.17% |