Bluescape Energy Partners LLC

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Bluescape Energy Partners LLC reported 4 stock positions worth $297.4 million. Its top holding was Evergy (EVRG) at 77.2% of the portfolio, followed by NRG Energy (NRG, 16.8%) and 5E Advanced Materials (FEAM, 5.7%). Compared with Q1 2026, it sold out of 1. The biggest sale was an exit from Riley Exploration Permian (REPX).

Most Recent 13F
Q2 2026
Location
Dallas, TX
CIK
0001629283
Portfolio Value
$297.4M (Q2 2026)
SEC Filing
0001172661-26-003516 ↗ filed Aug 14, 2026

Holdings Value

0$100.0M$200.0M$300.0M$400.0M$500.0M Q1 2024: $447.0M Q1 2024 Q2 2024: $418.9M Q2 2024 Q3 2024: $438.0M Q3 2024 Q4 2024: $420.7M Q4 2024 Q1 2025: $432.7M Q1 2025 Q2 2025: $411.1M Q2 2025 Q3 2025: $430.7M Q3 2025 Q4 2025: $383.3M Q4 2025 Q1 2026: $322.1M Q1 2026 Q2 2026: $297.4M $297.4M Q2 2026

Holdings 4 stocks · $297.4M
EVRG Evergy Inc. 77.24% 2,657,473 $229.7M No change
NRG NRG Energy Inc. 16.81% 342,250 $50.0M No change
FEAM 5E Advanced Materials Inc. 5.67% 12,130,997 $16.9M No change
VGAS Verde Clean Fuels Inc. 0.27% 800,000 $816K No change

Portfolio Sells Q1 2026 → Q2 2026
REPX Riley Exploration Permian Inc. Sold out 0.00% −11.20

Portfolio Buys Q1 2026 → Q2 2026
None this quarter.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 4$297.4MEVRG, NRG, FEAM, VGAS
Q1 2026 5$322.1MEVRG, NRG, REPX, FEAM, VGAS
Q4 2025 5$383.3MEVRG, REPX, NRG, FEAM, VGAS
Q3 2025 6$430.7MEVRG, REPX, NRG, FEAM, MAC COPPER LTD
Q2 2025 6$411.1MEVRG, REPX, NRG, FEAM, MAC COPPER LTD
Q1 2025 6$432.7MEVRG, REPX, NRG, FEAM, MAC COPPER LTD
Q4 2024 5$420.7MEVRG, REPX, NRG, MAC COPPER LTD, VGAS
Q3 2024 5$438.0MEVRG, NRG, REPX, MAC COPPER LTD, VGAS
Q2 2024 5$418.9MEVRG, REPX, NRG, MAC COPPER LTD, VGAS
Q1 2024 5$447.0MREPX, EVRG, NRG, MAC COPPER LTD, VGAS