Yaupon Capital Management as of March 31, 2020
Portfolio Holdings for Yaupon Capital Management
Yaupon Capital Management holds 27 positions in its portfolio as reported in the March 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Nextera Energy Partners (XIFR) | 12.0 | $7.6M | 176k | 43.00 | |
| Exelon Corporation (EXC) | 11.7 | $7.4M | 200k | 36.81 | |
| Nextera Energy (NEE) | 8.9 | $5.6M | 23k | 240.60 | |
| Switchback Energy Acquisitio | 7.7 | $4.8M | 500k | 9.65 | |
| Evergy (EVRG) | 7.2 | $4.5M | 82k | 55.05 | |
| National Fuel Gas (NFG) | 5.9 | $3.7M | 100k | 37.29 | |
| Marathon Petroleum Corp (MPC) | 5.8 | $3.7M | 155k | 23.62 | |
| Williams Companies (WMB) | 4.2 | $2.6M | 186k | 14.15 | |
| DTE Energy Company (DTE) | 3.9 | $2.4M | 26k | 94.96 | |
| Brigham Minerals Inc-cl A | 3.4 | $2.2M | 260k | 8.27 | |
| FirstEnergy (FE) | 3.3 | $2.1M | 51k | 40.08 | |
| Delek Us Holdings (DK) | 3.2 | $2.0M | 127k | 15.76 | |
| Alliant Energy Corporation (LNT) | 3.0 | $1.9M | 39k | 48.29 | |
| Public Service Enterprise (PEG) | 2.9 | $1.8M | 41k | 44.90 | |
| Cimarex Energy | 2.8 | $1.8M | 105k | 16.83 | |
| Wpx Energy | 2.1 | $1.3M | 435k | 3.05 | |
| Equitrans Midstream Corp (ETRN) | 2.0 | $1.2M | 246k | 5.03 | |
| Plains Gp Holdings Lp-cl A (PAGP) | 1.8 | $1.1M | 202k | 5.61 | |
| Technipfmc (FTI) | 1.7 | $1.0M | 155k | 6.74 | |
| Par Petroleum (PARR) | 1.4 | $891k | 126k | 7.10 | |
| Targa Res Corp (TRGP) | 1.4 | $880k | 127k | 6.91 | |
| iShares S&P Global Clean Energy Index (ICLN) | 1.2 | $755k | 79k | 9.54 | |
| Parsley Energy Inc-class A | 1.1 | $660k | 115k | 5.73 | |
| Tellurian (TELL) | 0.6 | $403k | 446k | 0.90 | |
| Centennial Resource Developmen cs | 0.2 | $154k | 584k | 0.26 | |
| Switchback Energy Acquisitio *w exp 07/25/202 | 0.2 | $104k | 167k | 0.62 | |
| Altus Midstream Co altus midstream co -a | 0.1 | $85k | 114k | 0.75 |
