Yaupon Capital Management LP Incresed Positions in Q3 2025

Yaupon Capital Management LP

  • $2.32 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AWK
American Water Works Company, Inc.

Utilities
455K
+ 323.57%
$135.05 - $147.0 $61.4M - $66.8M
595K $82.9M
AES
Aes Corp

Utilities
3.37M
+ 338.34%
$10.77 - $13.94 $36.2M - $46.9M
4.36M $57.4M
VST
Vistra Corp.

Utilities
157K
+ 231.53%
$182.0 - $217.92 $28.6M - $34.2M
225K $44.1M
BP
Bp PLC

Energy
622K
+ 32.54%
$30.25 - $35.69 $18.8M - $22.2M
2.53M $87.3M
FSLR
First Solar, Inc.

Technology
89.2K
+ 105.67%
$160.84 - $223.53 $14.3M - $19.9M
174K $38.3M
LNG
Cheniere Energy, Inc.

Energy
107K
+ 87.1%
$222.68 - $244.28 $23.8M - $26.2M
230K $54M
DUK
Duke Energy Corp

Utilities
169K
+ 67.92%
$116.31 - $125.93 $19.7M - $21.3M
418K $51.7M
MTDR
Matador Resources CO

Energy
496K
+ 86.43%
$44.93 - $52.55 $22.3M - $26.1M
1.07M $48.1M
SHLS
Shoals Technologies Group, Inc.

Technology
2.37M
+ 279.77%
$4.46 - $7.7 $10.6M - $18.3M
3.22M $23.9M
CVE
Cenovus Energy Inc.

Energy
583K
+ 21.92%
$13.87 - $17.81 $8.08M - $10.4M
3.24M $55.1M
DTE
Dte Energy CO

Utilities
84.3K
+ 39.43%
$130.26 - $141.49 $11M - $11.9M
298K $42.2M
SHEL
Shell PLC

Energy
169K
+ 20.96%
$69.82 - $73.93 $11.8M - $12.5M
973K $69.6M
OVV
Ovintiv Inc.

Energy
250K
+ 25.72%
$38.53 - $43.17 $9.65M - $10.8M
1.22M $49.4M
PNW
Pinnacle West Capital Corp

Utilities
112K
+ 29.97%
$85.87 - $94.45 $9.58M - $10.5M
484K $43.4M
ECL
Ecolab Inc.

Basic Materials
32.3K
+ 111.16%
$259.39 - $285.47 $8.38M - $9.22M
61.4K $16.8M
PR
Permian Resources Corporation

Energy
818K
+ 30.51%
$12.8 - $14.51 $10.5M - $11.9M
3.5M $44.8M
AQN
Algonquin Power & Utilities Corp.

Utilities
1.58M
+ 36.72%
$5.37 - $6.11 $8.49M - $9.66M
5.89M $31.6M
TAC
Transalta Corp

Utilities
234K
+ 20.13%
$10.42 - $13.86 $2.43M - $3.24M
1.39M $19.1M
ES
Eversource Energy

Utilities
64.6K
+ 35.24%
$62.86 - $71.14 $4.06M - $4.6M
248K $17.6M
SHW
Sherwin Williams CO

Basic Materials
14.9K
+ 28.41%
$330.88 - $375.23 $4.95M - $5.61M
67.6K $23.4M
PNM
Pnm Resources Inc

Utilities
96.2K
+ 64.07%
N/A
246K $10.3M
CNQ
Canadian Natural Resources LTD

Energy
28.7K
+ 3.61%
$29.31 - $32.93 $840K - $943K
823K $26.3M
DTM
Dt Midstream, Inc.

Energy
5.42K
+ 3.64%
$99.17 - $113.27 $537K - $614K
154K $17.4M
NEP
Nextera Energy Partners, LP

Utilities
39.2K
+ 5.3%
N/A
778K $7.03M
KRP
Kimbell Royalty Partners, LP

Energy
23.7K
+ 5.27%
$13.08 - $15.06 $310K - $357K
474K $6.39M
Or Royalties Inc.
7.22K
+ 3.86%
N/A
194K $0
Bkv Corp
87.7K
+ 40.02%
N/A
307K $0
Cadeler A S
8.63K
+ 4.78%
N/A
189K $0
Gsr Iii Acquisition Corp
1.12K
+ 3.82%
N/A
30.5K $0
Tamboran Res Corp
150K
+ 47.54%
N/A
466K $0
Infinity Nat Res Inc
14.3K
+ 3.97%
N/A
373K $0
OPAL
Opal Fuels Inc.

Utilities
30.3K
+ 4.25%
$2.05 - $2.67 $62K - $80.8K
742K $1.63M
GPOR
Gulfport Energy Corp

Energy
1.42K
+ 3.74%
$163.8 - $190.92 $232K - $270K
39.3K $7.11M
Activity Summary
Buys All Purchases 76 New Holdings 42 Increased Positions 34 Sells All Sells 17 Reductions 17 Sold out 0 Options Calls 8 Puts 11
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