Yaupon Capital Management LP

Position in AEE — Ameren Corp

CIK 1755028 NEW YORK, NY

Position in AEE

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$44,286,438

+$897,568 QoQ

Shares Held

402,897

-7.3% QoQ

Ownership

0.146%

of shares outstanding

% of Portfolio

2.21%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2022

10 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Utilities · as of Mar 31, 2026

Yaupon Capital Management LP holds $353,072,282 across 13 Utilities - Regulated Electric names. AEE ranks #2 (12.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PEG	Public Service Enterprise Group Inc	665,768	$53,893,919
2	AEE	Ameren Corp This page	402,897	$44,286,438
3	DUK	Duke Energy CORP	337,728	$44,222,104
4	DTE	Dte Energy Co	255,555	$37,367,252
5	CMS	Cms Energy Corp	452,563	$35,109,837
6	PNW	Pinnacle West Capital Corp	304,982	$30,726,936
7	CNP	Centerpoint Energy Inc	657,493	$28,377,397
8	ETR	Entergy Corp /De/	189,560	$21,298,961

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$44,286,438	402,897	-7.3%	Shares	Sole	2026-05-15
2025-12-31	$43,388,870	434,497	+60.4%	Shares	Sole	2026-02-17
2025-09-30	$28,281,656	270,949	-41.1%	Shares	Sole	2025-11-14
2025-06-30	$44,171,677	459,930	+79.4%	Shares	Sole	2025-08-14
2025-03-31	$25,732,720	256,302	+9.7%	Shares	Sole	2025-05-15
2024-12-31	$20,832,018	233,700	-16.2%	Shares	Sole	2025-02-14
2024-09-30	$24,382,011	278,779	-25.8%	Shares	Sole	2024-11-14
2024-06-30	$26,701,236	375,492	+562.1%	Shares	Sole	2024-08-14
2023-09-30	$4,243,459	56,708	+62.0%	Shares	Sole	2023-11-14
2022-03-31	$3,281,600	35,000	—	Shares	Sole	2022-05-16
No filing history on record for this holder in this stock.