Bluescape Energy Partners LLC

In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 14, 2024), Bluescape Energy Partners LLC reported 5 stock positions worth $438.0 million. Its top holding was Evergy (EVRG) at 37.6% of the portfolio, followed by NRG Energy (NRG, 27.7%) and Riley Exploration Permian (REPX, 27.3%). Compared with Q2 2024, it reduced 1. The biggest sale was NRG Energy (NRG, shares −12%).

Most Recent 13F
Q2 2026
Location
Dallas, TX
CIK
0001629283
Portfolio Value
$438.0M (Q3 2024)
SEC Filing
0001172661-24-004867 ↗ filed Nov 14, 2024

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 $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 Q2 2026

Holdings 5 stocks · $438.0M

EVRG Evergy Inc. 37.63% 2,657,473 $164.8M No change
NRG NRG Energy Inc. 27.71% 1,332,051 $121.3M Reduce -12.3%
REPX Riley Exploration Permian Inc. 27.35% 4,521,767 $119.8M No change
MAC COPPER LTD filed as METALS ACQUISITION LIMITED 6.59% 2,083,333 $28.9M No change
VGAS Verde Clean Fuels Inc. 0.73% 800,000 $3.2M No change

Portfolio Sells Q2 2024 → Q3 2024

NRG NRG Energy Inc. Reduce -12.3% 27.71% −0.53

Portfolio Buys Q2 2024 → Q3 2024

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