Position in CMS
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$35,109,837
+$11,462,419 QoQ
Shares Held
452,563
+35.2% QoQ
Ownership
0.144%
of shares outstanding
% of Portfolio
1.83%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CMS Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Yaupon Capital Management LP holds $347,819,336 across 9 Utilities - Regulated Electric names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETR |
Entergy Corp /De/
|
615,956 | $70,748,706 | |
| 2 | PEG |
Public Service Enterprise Group Inc
|
706,023 | $57,300,826 | |
| 3 | DUK |
Duke Energy CORP
|
449,340 | $56,877,457 | |
| 4 | AEP |
American Electric Power Co Inc
|
412,431 | $56,424,685 | |
| 5 | DTE |
Dte Energy Co
|
297,977 | $45,402,755 | |
| 6 | AEE |
Ameren Corp
|
284,065 | $32,110,707 | |
| 7 | MGEE |
Mge Energy Inc
|
200,000 | $16,308,000 | |
| 8 | NWE |
NorthWestern Energy Group, Inc.
|
110,131 | $7,887,582 |
All Filings in CMS
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $35,109,837 | 452,563 | Shares | Sole | 2026-05-15 | |
| 2024-09-30 | $23,647,418 | 334,807 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $27,295,278 | 458,513 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $18,712,218 | 310,113 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $21,437,469 | 369,166 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $14,667,070 | 276,164 | Shares | Sole | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||