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 Q1	$15.8M	Sell	2,062,800 -1,937,200	-48%	-$11M	0.49%	55
2025 Q4	$21.1M	Buy	+4,000,000	New	+$23.9M	0.76%	43
2025 Q3	–	Sell	-495,700	Closed	-$4.42M	–	150
2025 Q2	$4.42M	Sell	495,700 -3,504,300	-88%	-$27.2M	0.2%	98
2025 Q1	$31.1M	Buy	4,000,000 +2,500,000	+167%	+$20.2M	1.59%	18
2024 Q4	$11.6M	Buy	1,500,000 +900,300	+150%	+$5.76M	0.48%	68
2024 Q3	$2.82M	Sell	599,700 -856,200	-59%	-$5.18M	0.15%	84
2024 Q2	$11.6M	Buy	1,455,900 +420,900	+41%	+$2.9M	0.58%	54
2024 Q1	$5.88M	Hold	1,035,000	–	–	0.3%	84
2023 Q4	$4.94M	Buy	+1,035,000	New	+$4.82M	0.41%	69

Other funds holding NEXT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

MIC

Mubadala Investment Company Abu Dhabi, United Arab Emirates $20.5B AUM 19.39% 1-Year Est. Return

MIPU

Man Investment Partners (US) New York $84.3M AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

NIM

NEOS Investment Management Westport, Connecticut $19.8B AUM 31.12% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Yaupon Capital Management's NEXT Position: Q1 2026 in Review

Yaupon Capital Management sold out of NextDecade (NEXT) in Q1 2026, closing a stake of 1,233,976 shares — an estimated $7.02M sold.

Yaupon Capital Management first reported a position in NEXT in Q4 2021 and held it in 13 quarters. The position peaked at $32.7M in Q2 2025. 207 funds tracked by Wall St. Rank hold NEXT as of Q1 2026.

Yaupon Capital Management reported no remaining NextDecade position as of Q1 2026 after selling out during the quarter.
Yaupon Capital Management sold 1,233,976 NextDecade shares in Q1 2026, an estimated $7.02M.
Yaupon Capital Management first reported a position in NextDecade in Q4 2021 and held it in 13 quarters.
Yaupon Capital Management's NextDecade position peaked at $32.7M in Q2 2025.
207 funds tracked by Wall St. Rank held NextDecade as of Q1 2026.

Based on Yaupon Capital Management's 13F filing for Q1 2026, filed 15 May 2026.