Yaupon Capital Management as of Dec. 31, 2019
Portfolio Holdings for Yaupon Capital Management
Yaupon Capital Management holds 29 positions in its portfolio as reported in the December 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Cimarex Energy | 8.1 | $13M | 247k | 52.49 | |
| Cheniere Energy (LNG) | 7.7 | $12M | 201k | 61.07 | |
| Plains Gp Holdings Lp-cl A (PAGP) | 6.0 | $9.5M | 502k | 18.95 | |
| Exelon Corporation (EXC) | 5.7 | $9.1M | 200k | 45.59 | |
| Nextera Energy (NEE) | 5.6 | $8.9M | 37k | 242.15 | |
| Alliant Energy Corporation (LNT) | 5.4 | $8.6M | 158k | 54.72 | |
| Exxon Mobil Corporation (XOM) | 5.2 | $8.4M | 120k | 69.78 | |
| Marathon Petroleum Corp (MPC) | 5.1 | $8.1M | 134k | 60.25 | |
| UGI Corporation (UGI) | 4.7 | $7.5M | 165k | 45.16 | |
| DTE Energy Company (DTE) | 4.5 | $7.1M | 55k | 129.87 | |
| FirstEnergy (FE) | 4.2 | $6.8M | 140k | 48.60 | |
| Brigham Minerals Inc-cl A | 4.1 | $6.5M | 303k | 21.44 | |
| Chart Industries (GTLS) | 3.7 | $5.9M | 88k | 67.49 | |
| Phillips 66 (PSX) | 3.5 | $5.6M | 50k | 111.42 | |
| Switchback Energy Acquisitio | 3.1 | $4.9M | 500k | 9.80 | |
| Equitrans Midstream Corp (ETRN) | 2.9 | $4.6M | 342k | 13.36 | |
| Wpx Energy | 2.8 | $4.4M | 322k | 13.74 | |
| National Fuel Gas (NFG) | 2.6 | $4.2M | 90k | 46.54 | |
| Texas Pacific Land Trust | 2.2 | $3.5M | 4.5k | 781.11 | |
| Nextera Energy Partners (NEP) | 2.1 | $3.4M | 64k | 52.65 | |
| Concho Resources | 2.1 | $3.3M | 38k | 87.58 | |
| Tellurian (TELL) | 2.1 | $3.3M | 456k | 7.28 | |
| Southern Company (SO) | 1.9 | $3.1M | 49k | 63.69 | |
| Centennial Resource Developmen cs | 1.6 | $2.5M | 547k | 4.62 | |
| Pioneer Natural Resources (PXD) | 1.4 | $2.3M | 15k | 151.40 | |
| Parsley Energy Inc-class A | 1.3 | $2.0M | 108k | 18.91 | |
| Altus Midstream Co altus midstream co -a | 0.2 | $325k | 114k | 2.86 | |
| Denbury Resources | 0.1 | $141k | 100k | 1.41 | |
| Switchback Energy Acquisitio *w exp 07/25/202 | 0.1 | $100k | 167k | 0.60 |
