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Yaupon Capital Management’s NextDecade NEXT Stock Holding History

Yaupon Capital Management’s Portfolio NEXT Stock Details NEXT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.57M Buy
+1,003,907
New +$7.94M 0.15% 96
2026
Q1 		– Sell
-1,233,976
Closed -$7.02M – 122
2025
Q4 		$6.5M Sell
1,233,976
-2,122,309
-63% -$12.7M 0.24% 85
2025
Q3 		$22.8M Sell
3,356,285
-316,114
-9% -$3.06M 0.87% 43
2025
Q2 		$32.7M Sell
3,672,399
-294,982
-7% -$2.29M 1.47% 23
2025
Q1 		$30.9M Buy
3,967,381
+1,627,070
+70% +$13.1M 1.58% 19
2024
Q4 		$18M Sell
2,340,311
-1,788,870
-43% -$11.5M 0.74% 51
2024
Q3 		$19.4M Buy
4,129,181
+67,395
+2% +$408K 1.06% 37
2024
Q2 		$32.3M Sell
4,061,786
-1,500,599
-27% -$10.3M 1.63% 14
2024
Q1 		$31.6M Buy
5,562,385
+652,848
+13% +$3.26M 1.59% 12
2023
Q4 		$23.4M Buy
4,909,537
+1,622,714
+49% +$7.56M 1.94% 14
2023
Q3 		$16.8M Buy
3,286,823
+2,606,896
+383% +$15.9M 1.56% 19
2023
Q2 		$5.58M Buy
679,927
+321,349
+90% +$1.97M 0.71% 50
2023
Q1 		$1.78M Buy
+358,578
New +$2.08M 0.21% 80
2022
Q1 		– Sell
-490,624
Closed -$1.4M – 73
2021
Q4 		$1.4M Buy
+490,624
New +$1.64M 0.78% 44

Other funds holding NEXT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MIC
Mubadala Investment Company Abu Dhabi, United Arab Emirates $34.8B AUM 107.63% 1-Year Est. Return
MIPU
Man Investment Partners (US) New York $359M AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
NIM
NEOS Investment Management Westport, Connecticut $27.1B AUM 57.21% 1-Year Est. Return

Yaupon Capital Management's NEXT Position: Q2 2026 in Review

Yaupon Capital Management opened a new position in NextDecade (NEXT) in Q2 2026: 1,003,907 shares worth $7.57M. The stake represents 0.15% of the portfolio and ranks #96 among its holdings. This is a return to the name: Yaupon Capital Management previously reported a position in NEXT as recently as Q4 2025.

Yaupon Capital Management first reported a position in NEXT in Q4 2021 and has held it in 14 quarters since. The position peaked at $32.7M in Q2 2025. 211 funds tracked by Wall St. Rank hold NEXT as of Q2 2026.

  • Yaupon Capital Management held 1,003,907 shares of NextDecade worth $7.57M as of Q2 2026.
  • NextDecade was a new Yaupon Capital Management position in Q2 2026.
  • NextDecade made up 0.15% of Yaupon Capital Management's portfolio in Q2 2026, its #96 holding.
  • Yaupon Capital Management first reported a position in NextDecade in Q4 2021 and has held it in 14 quarters since.
  • Yaupon Capital Management's NextDecade position peaked at $32.7M in Q2 2025.
  • 211 funds tracked by Wall St. Rank held NextDecade as of Q2 2026.

Based on Yaupon Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.