Yaupon Capital Management LP Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$2.2T
Holdings
106
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (106 positions)
| Stock | Value |
|---|---|
DDOMINION ENERGY INC | $70.7B |
XLUSELECT SECTOR SPDR TR | $61.2B |
HYGISHARES TR | $60.5B |
BPBP PLC | $57.2B |
SHELSHELL PLC | $56.6B |
EVRGEVERGY INC | $55.9B |
DOWDOW INC | $53.0B |
CVECENOVUS ENERGY INC | $49.8B |
AEPAMERICAN ELEC PWR CO INC | $47.5B |
EXEEXPAND ENERGY CORPORATION | $46.8B |
ETRENTERGY CORP NEW | $44.4B |
AEEAMEREN CORP | $44.2B |
ETNEATON CORP PLC | $40.9B |
NFGNATIONAL FUEL GAS CO | $40.1B |
FTITECHNIPFMC PLC | $39.3B |
EQTEQT CORP | $37.3B |
NEXTNEXTDECADE CORP | $37.1B |
OVVOVINTIV INC | $37.0B |
NINISOURCE INC | $36.7B |
PRPERMIAN RESOURCES CORP | $36.5B |
HESHESS CORP | $35.2B |
XELXCEL ENERGY INC | $34.2B |
VGVENTURE GLOBAL INC | $34.0B |
CSXCSX CORP | $33.8B |
PNWPINNACLE WEST CAP CORP | $33.3B |
DINOHF SINCLAIR CORP | $33.2B |
VSTVISTRA CORP | $32.5B |
TSLATESLA INC | $31.8B |
WMBWILLIAMS COS INC | $31.4B |
ALBALBEMARLE CORP | $31.3B |
FSLRFIRST SOLAR INC | $30.5B |
EDCONSOLIDATED EDISON INC | $30.1B |
LNGCHENIERE ENERGY INC | $29.9B |
DUKDUKE ENERGY CORP NEW | $29.4B |
LNTALLIANT ENERGY CORP | $28.6B |
DTEDTE ENERGY CO | $28.3B |
PWRQUANTA SVCS INC | $27.8B |
MTDRMATADOR RES CO | $27.4B |
AESAES CORP | $26.2B |
ADMARCHER DANIELS MIDLAND CO | $26.1B |
VRTVERTIV HOLDINGS CO | $25.7B |
PRIMPRIMORIS SVCS CORP | $25.2B |
CRCCANADIAN NAT RES LTD | $25.0B |
AQN.TOALGONQUIN PWR UTILS CORP | $24.7B |
BGBUNGE GLOBAL SA | $24.0B |
PSXPHILLIPS 66 | $23.9B |
NSCNORFOLK SOUTHN CORP | $20.7B |
PORPORTLAND GEN ELEC CO | $20.3B |
AWCAMERICAN WTR WKS CO INC NEW | $19.5B |
IDAIDACORP INC | $18.7B |
GFLGFL ENVIRONMENTAL INC | $18.2B |
SHWSHERWIN WILLIAMS CO | $18.1B |
FCXFREEPORT-MCMORAN INC | $17.4B |
NEENEXTERA ENERGY INC | $17.4B |
CTRACOTERRA ENERGY INC | $16.7B |
DTMDT MIDSTREAM INC | $16.4B |
FEFIRSTENERGY CORP | $15.9B |
CRSCARPENTER TECHNOLOGY CORP | $15.8B |
HBMHUDBAY MINERALS INC | $14.5B |
DARDARLING INGREDIENTS INC | $13.9B |
MPCMARATHON PETE CORP | $13.8B |
TACTRANSALTA CORP | $12.5B |
ATDATI INC | $11.7B |
ESEVERSOURCE ENERGY | $11.7B |
TECK/BTECK RESOURCES LTD | $10.6B |
EEEXCELERATE ENERGY INC | $9.5B |
TXNMTXNM ENERGY INC | $9.5B |
FLSFLOWSERVE CORP | $8.4B |
TLNTALEN ENERGY CORP | $8.1B |
FMCFMC CORP | $7.9B |
ECLECOLAB INC | $7.8B |
CECELANESE CORP DEL | $7.8B |
CTVACORTEVA INC | $7.8B |
ARRYARRAY TECHNOLOGIES INC | $7.7B |
GPORGULFPORT ENERGY CORP | $7.6B |
EQNREQUINOR ASA | $7.5B |
ECVTECOVYST INC | $7.4B |
DBRGDIGITALBRIDGE GROUP INC | $7.1B |
TBNTAMBORAN RES CORP | $6.7B |
SEI 4.75 05/01/30SOLARIS ENERGY INFRAS INC | $6.7B |
INRINFINITY NAT RES INC | $6.6B |
KRPKIMBELL RTY PARTNERS LP | $6.3B |
NWENORTHWESTERN ENERGY GROUP IN | $6.3B |
XIFRXPLR INFRASTRUCTURE LP | $6.1B |
MIGAMICROSTRATEGY INC | $5.9B |
CCCHEMOURS CO | $5.7B |
BKVBKV CORP | $5.3B |
TPLTEXAS PACIFIC LAND CORPORATI | $5.3B |
TALOTALOS ENERGY INC | $5.1B |
OROR ROYALTIES INC. | $4.8B |
KNTKKINETIK HOLDINGS INC | $4.4B |
RUNSUNRUN INC | $4.1B |
HUTHUT 8 CORP | $3.7B |
SHLSSHOALS TECHNOLOGIES GROUP IN | $3.6B |
CDLRCADELER A S | $3.6B |
PPTAPERPETUA RESOURCES CORP | $2.4B |
WTRGESSENTIAL UTILS INC | $1.9B |
CORZCORE SCIENTIFIC INC NEW | $1.8B |
OPALOPAL FUELS INC | $1.7B |
K6BKBR INC | $1.5B |
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