Yaupon Capital Management LP Purchases in Q2 2025

Yaupon Capital Management LP

  • $2.09 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
HES
Hess Corp

Energy
254K
New
$126.32 - $161.29 $32.1M - $41M
254K $35.2M
CSX
Csx Corp

Industrials
1.04M
New
$26.69 - $32.91 $27.7M - $34.1M
1.04M $33.8M
LNG
Cheniere Energy, Inc.

Energy
123K
New
$197.25 - $244.33 $24.2M - $30M
123K $29.9M
LNT
Alliant Energy Corp

Utilities
474K
New
$58.79 - $64.85 $27.8M - $30.7M
474K $28.6M
EVRG
Evergy, Inc.

Utilities
414K
+ 104.54%
$64.06 - $69.64 $26.5M - $28.8M
811K $55.9M
PWR
Quanta Services, Inc.

Industrials
73.5K
New
$239.47 - $381.26 $17.6M - $28M
73.5K $27.8M
ADM
Archer Daniels Midland CO

Consumer Defensive
494K
New
$41.79 - $54.16 $20.7M - $26.8M
494K $26.1M
AQN
Algonquin Power & Utilities Corp.

Utilities
4.31M
New
$4.56 - $6.22 $19.6M - $26.8M
4.31M $24.7M
NFG
National Fuel Gas CO

Energy
238K
+ 101.5%
$73.0 - $86.01 $17.4M - $20.5M
473K $40.1M
NSC
Norfolk Southern Corp

Industrials
80.9K
New
$206.34 - $257.46 $16.7M - $20.8M
80.9K $20.7M
AEE
Ameren Corp

Utilities
204K
+ 79.45%
$94.23 - $101.68 $19.2M - $20.7M
460K $44.2M
SHW
Sherwin Williams CO

Basic Materials
52.6K
New
$313.51 - $363.51 $16.5M - $19.1M
52.6K $18.1M
CVE
Cenovus Energy Inc.

Energy
1.24M
+ 87.36%
$10.58 - $14.83 $13.1M - $18.4M
2.66M $36.2M
ETN
Eaton Corp PLC

Industrials
44.6K
New
$246.52 - $356.99 $11M - $15.9M
44.6K $15.9M
CRS
Carpenter Technology Corp

Industrials
57.2K
New
$151.3 - $276.38 $8.66M - $15.8M
57.2K $15.8M
DAR
Darling Ingredients Inc.

Consumer Defensive
366K
New
$27.63 - $38.64 $10.1M - $14.1M
366K $13.9M
VST
Vistra Corp.

Utilities
67.9K
New
$98.07 - $195.04 $6.66M - $13.2M
67.9K $13.2M
ATI
Allegheny Technologies Inc

Industrials
135K
New
$41.97 - $86.8 $5.68M - $11.7M
135K $11.7M
ES
Eversource Energy

Utilities
183K
New
$54.25 - $65.89 $9.95M - $12.1M
183K $11.7M
PNW
Pinnacle West Capital Corp

Utilities
133K
+ 55.36%
$88.3 - $95.43 $11.7M - $12.7M
372K $33.3M
AES
Aes Corp

Utilities
995K
New
$9.63 - $12.55 $9.58M - $12.5M
995K $10.5M
EE
Excelerate Energy, Inc.

Utilities
325K
New
$24.7 - $31.83 $8.03M - $10.3M
325K $9.53M
PR
Permian Resources Corporation

Energy
698K
+ 35.23%
$10.36 - $14.93 $7.23M - $10.4M
2.68M $36.5M
FLS
Flowserve Corp

Industrials
160K
New
$39.49 - $53.64 $6.32M - $8.58M
160K $8.38M
FMC
Fmc Corp

Basic Materials
190K
New
$33.98 - $44.06 $6.45M - $8.36M
190K $7.92M
ECL
Ecolab Inc.

Basic Materials
29.1K
New
$225.65 - $270.95 $6.56M - $7.87M
29.1K $7.83M
CE
Celanese Corp

Basic Materials
141K
New
$37.49 - $59.36 $5.29M - $8.37M
141K $7.81M
GPOR
Gulfport Energy Corp

Energy
37.9K
New
$158.62 - $206.57 $6.01M - $7.82M
37.9K $7.62M
ECVT
Ecovyst Inc.

Basic Materials
900K
New
$5.33 - $8.58 $4.8M - $7.72M
900K $7.41M
AWK
American Water Works Company, Inc.

Utilities
50.6K
+ 56.26%
$133.82 - $151.96 $6.77M - $7.69M
141K $19.5M
NWE
Northwestern Corp

Utilities
122K
New
$50.8 - $59.51 $6.22M - $7.28M
122K $6.28M
ARRY
Array Technologies, Inc.

Technology
595K
+ 84.16%
$3.98 - $8.44 $2.37M - $5.02M
1.3M $7.68M
FTI
Technip Fmc PLC

Energy
27.3K
+ 2.45%
$23.18 - $35.33 $632K - $964K
1.14M $39.3M
SHLS
Shoals Technologies Group, Inc.

Technology
848K
New
$3.05 - $6.11 $2.59M - $5.18M
848K $3.6M
PPTA
Perpetua Resources Corp.

Basic Materials
202K
New
$8.98 - $17.13 $1.81M - $3.45M
202K $2.45M
DTE
Dte Energy CO

Utilities
22.6K
+ 11.83%
$127.39 - $139.49 $2.88M - $3.15M
214K $28.3M
WTRG
Essential Utilities, Inc.

Utilities
50K
New
$36.92 - $41.39 $1.85M - $2.07M
50K $1.86M
DUK
Duke Energy Corp

Utilities
20.3K
+ 8.87%
$112.46 - $124.05 $2.28M - $2.51M
249K $29.4M
KBR
Kbr, Inc.

Industrials
30.3K
New
$46.2 - $56.12 $1.4M - $1.7M
30.3K $1.45M
HESM
Hess Midstream LP

Energy
27K
New
$35.23 - $42.89 $951K - $1.16M
27K $1.04M
CNM
Core & Main, Inc.

Industrials
12.2K
New
$44.53 - $60.36 $544K - $737K
12.2K $736K
NI
Nisource Inc.

Utilities
8.87K
+ 0.99%
$37.11 - $40.64 $329K - $361K
909K $36.7M
Solaris Energy Infras Inc
5K
New
N/A
5K $0
Venture Global Inc
280K
New
N/A
280K $0
Talen Energy Corp
27.8K
New
N/A
27.8K $0
Pony Ai Inc
39.3K
New
N/A
39.3K $0
Bunge Global Sa
38.6K
+ 14.82%
N/A
299K $0
Cadeler A S
45.6K
+ 33.8%
N/A
181K $0
Digitalbridge Group Inc
684K
New
N/A
684K $0
Activity Summary
Buys All Purchases 54 New Holdings 40 Increased Positions 14 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 13 Puts 18
Track This Portfolio

Track Yaupon Capital Management LP Portfolio

Follow Yaupon Capital Management LP and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Yaupon Capital Management LP, based on Form 13F filings with the SEC.

News

Stay updated on Yaupon Capital Management LP with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email