Yaupon Capital Management LP

Position in PNW — Pinnacle West Capital Corp

CIK 1755028 NEW YORK, NY

Position in PNW

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

Position Value

$30,726,936

-$14,647,815 QoQ

Shares Held

304,982

-40.4% QoQ

Ownership

0.252%

of shares outstanding

% of Portfolio

1.53%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2023

9 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. PNW ranks #6 (8.7% 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	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 This page	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

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$30,726,936	304,982	-40.4%	Shares	Sole	2026-05-15
2025-12-31	$45,374,751	511,553	+5.8%	Shares	Sole	2026-02-17
2025-09-30	$43,363,969	483,649	+30.0%	Shares	Sole	2025-11-14
2025-06-30	$33,294,560	372,131	+55.4%	Shares	Sole	2025-08-14
2025-03-31	$22,815,518	239,533	-17.5%	Shares	Sole	2025-05-15
2024-12-31	$24,613,308	290,354	+16.0%	Shares	Sole	2025-02-14
2024-09-30	$22,173,279	250,291	+175.9%	Shares	Sole	2024-11-14
2024-03-31	$6,778,534	90,707	+41.0%	Shares	Sole	2024-05-15
2023-06-30	$5,242,032	64,351	—	Shares	Sole	2023-11-28
No filing history on record for this holder in this stock.