Yaupon Capital Management LP

Position in DUK — Duke Energy CORP

CIK 1755028 NEW YORK, NY

Position in DUK

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

Position Value

$44,222,104

-$7,814,799 QoQ

Shares Held

337,728

-23.9% QoQ

Ownership

0.043%

of shares outstanding

% of Portfolio

2.21%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2021

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. DUK ranks #3 (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	402,897	$44,286,438
3	DUK	Duke Energy CORP This page	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	$44,222,104	337,728	-23.9%	Shares	Sole	2026-05-15
2025-12-31	$52,036,903	443,963	+6.3%	Shares	Sole	2026-02-17
2025-09-30	$51,694,087	417,730	+67.9%	Shares	Sole	2025-11-14
2025-06-30	$29,354,506	248,767	+8.9%	Shares	Sole	2025-08-14
2025-03-31	$27,869,535	228,495	+0.2%	Shares	Sole	2025-05-15
2024-12-31	$24,557,716	227,935	+143.5%	Shares	Sole	2025-02-14
2024-09-30	$10,791,964	93,599	-38.1%	Shares	Sole	2024-11-14
2023-12-31	$14,672,448	151,200	+295.6%	Shares	Sole	2024-02-14
2022-09-30	$3,555,038	38,218	-30.0%	Shares	Sole	2022-11-14
2021-06-30	$5,390,112	54,600	—	Shares	Sole	2021-08-16
No filing history on record for this holder in this stock.