Yaupon Capital Management’s OPAL Fuels OPAL Stock Holding History

Yaupon Capital Management’s Portfolio OPAL Stock Details OPAL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.78M	Buy	810,183 +29,491	+4%	+$64.8K	0.04%	116
2026 Q1	$1.97M	Buy	780,692 +13,458	+2%	+$30.9K	0.06%	87
2025 Q4	$1.81M	Buy	767,234 +25,459	+3%	+$61.4K	0.07%	102
2025 Q3	$1.63M	Buy	741,775 +30,267	+4%	+$71.4K	0.06%	106
2025 Q2	$1.72M	Hold	711,508	–	–	0.08%	108
2025 Q1	$1.31M	Buy	711,508 +11,454	+2%	+$31.3K	0.07%	83
2024 Q4	$2.37M	Hold	700,054	–	–	0.1%	107
2024 Q3	$2.56M	Buy	700,054 +101,955	+17%	+$384K	0.14%	86
2024 Q2	$2.45M	Hold	598,099	–	–	0.12%	95
2024 Q1	$3M	Hold	598,099	–	–	0.15%	92
2023 Q4	$3.3M	Sell	598,099 -60,791	-9%	-$375K	0.27%	79
2023 Q3	$5.4M	Sell	658,890 -22,032	-3%	-$162K	0.5%	70
2023 Q2	$5.08M	Buy	680,922 +240,278	+55%	+$1.67M	0.65%	54
2023 Q1	$3.07M	Buy	440,644 +394,526	+855%	+$2.89M	0.37%	65
2022 Q4	$336K	Buy	+46,118	New	+$372K	0.05%	77

Other funds holding OPAL

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return

ECP

Electron Capital Partners New York $2.5B AUM 97.62% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

SCM

SIR Capital Management New York $870M AUM 51.93% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Yaupon Capital Management increased its OPAL Fuels (OPAL) stake by 3.8% in Q2 2026, buying an estimated $64.8K and bringing the position to 810,183 shares worth $1.78M. The position accounts for 0.04% of the portfolio, ranked #116.

Yaupon Capital Management first reported a position in OPAL in Q4 2022 and has held it in 15 quarters since. The position peaked at $5.4M in Q3 2023. 78 funds tracked by Wall St. Rank hold OPAL as of Q2 2026.

Yaupon Capital Management held 810,183 shares of OPAL Fuels worth $1.78M as of Q2 2026.
Yaupon Capital Management bought 29,491 OPAL Fuels shares in Q2 2026, an estimated $64.8K.
OPAL Fuels made up 0.04% of Yaupon Capital Management's portfolio in Q2 2026, its #116 holding.
Yaupon Capital Management first reported a position in OPAL Fuels in Q4 2022 and has held it in 15 quarters since.
Yaupon Capital Management's OPAL Fuels position peaked at $5.4M in Q3 2023.
78 funds tracked by Wall St. Rank held OPAL Fuels as of Q2 2026.

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