Yaupon Capital Management LP

Position in NI — Nisource Inc.

CIK 1755028 NEW YORK, NY

Position in NI

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

Position Value

$57,993,480

+$8,190,129 QoQ

Shares Held

1,242,895

+4.2% QoQ

Ownership

0.259%

of shares outstanding

% of Portfolio

2.89%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2021

18 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 $95,242,243 across 5 Utilities - Regulated Gas names. NI ranks #1 (60.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NI	Nisource Inc. This page	1,242,895	$57,993,480
2	BKH	Black Hills Corp /Sd/	246,649	$17,119,907
3	MDU	Mdu Resources Group Inc	548,025	$11,355,078
4	SR	Spire Inc	75,176	$6,806,435
5	OPAL	OPAL Fuels Inc.	780,692	$1,967,343

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$57,993,480	1,242,895	+4.2%	Shares	Sole	2026-05-15
2025-12-31	$49,803,351	1,192,609	+31.2%	Shares	Sole	2026-02-17
2025-06-30	$36,675,554	909,161	+1.0%	Shares	Sole	2025-08-14
2025-03-31	$36,092,626	900,290	+19.2%	Shares	Sole	2025-05-15
2024-12-31	$27,761,372	755,206	-8.2%	Shares	Sole	2025-02-14
2024-09-30	$28,500,387	822,522	-19.5%	Shares	Sole	2024-11-14
2024-06-30	$29,429,126	1,021,490	-8.6%	Shares	Sole	2024-08-14
2024-03-31	$30,907,864	1,117,421	+40.2%	Shares	Sole	2024-05-15
2023-12-31	$21,155,597	796,821	+136.4%	Shares	Sole	2024-02-14
2023-09-30	$8,320,146	337,121	-24.0%	Shares	Sole	2023-11-14
2023-06-30	$12,127,564	443,421	-31.0%	Shares	Sole	2023-11-28
2023-03-31	$17,980,908	643,094	+25.9%	Shares	Sole	2023-11-28
2022-12-31	$14,009,234	510,913	+431.9%	Shares	Sole	2023-11-28
2022-09-30	$2,419,675	96,057	-69.6%	Shares	Sole	2022-11-14
2022-06-30	$9,323,469	316,157	+128.6%	Shares	Sole	2022-08-15
2021-09-30	$3,351,009	138,300	+37.3%	Shares	Sole	2022-02-11
2021-06-30	$2,467,150	100,700	-26.0%	Shares	Sole	2021-08-16
2021-03-31	$3,278,960	136,000	—	Shares	Sole	2021-05-17
No filing history on record for this holder in this stock.