Bluescape Energy Partners LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 15, 2025), Bluescape Energy Partners LLC reported 6 stock positions worth $432.7 million. Its top holding was Evergy (EVRG) at 42.3% of the portfolio, followed by Riley Exploration Permian (REPX, 30.5%) and NRG Energy (NRG, 15.3%). Compared with Q4 2024, it opened 1 new position and reduced 1. The biggest buy was a new position in 5E Advanced Materials (FEAM) and the biggest sale NRG Energy (NRG, shares −28%).
- Most Recent 13F
- Q2 2026
- Location
- Dallas, TX
- CIK
- 0001629283
- Portfolio Value
- $432.7M (Q1 2025)
- SEC Filing
- 0001172661-25-002025 ↗ filed May 15, 2025
Holdings Value
Holdings 6 stocks · $432.7M
| EVRG Evergy Inc. | 42.35% | 2,657,473 | $183.2M | No change |
| REPX Riley Exploration Permian Inc. | 30.48% | 4,521,767 | $131.9M | No change |
| NRG NRG Energy Inc. | 15.32% | 694,500 | $66.3M | Reduce -28.3% |
| FEAM 5E Advanced Materials Inc. | 6.64% | 7,497,349 | $28.7M | New |
| MAC COPPER LTD | 4.59% | 2,083,333 | $19.9M | No change |
| VGAS Verde Clean Fuels Inc. | 0.62% | 800,000 | $2.7M | No change |
Portfolio Sells Q4 2024 → Q1 2025
| NRG NRG Energy Inc. | Reduce -28.3% | 15.32% | −5.46 |
Portfolio Buys Q4 2024 → Q1 2025
| FEAM 5E Advanced Materials Inc. | New | 6.64% | +6.64 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 4 | $297.4M | EVRG, NRG, FEAM, VGAS |
| Q1 2026 | 5 | $322.1M | EVRG, NRG, REPX, FEAM, VGAS |
| Q4 2025 | 5 | $383.3M | EVRG, REPX, NRG, FEAM, VGAS |
| Q3 2025 | 6 | $430.7M | EVRG, REPX, NRG, FEAM, MAC COPPER LTD |
| Q2 2025 | 6 | $411.1M | EVRG, REPX, NRG, FEAM, MAC COPPER LTD |
| Q1 2025 | 6 | $432.7M | EVRG, REPX, NRG, FEAM, MAC COPPER LTD |
| Q4 2024 | 5 | $420.7M | EVRG, REPX, NRG, MAC COPPER LTD, VGAS |
| Q3 2024 | 5 | $438.0M | EVRG, NRG, REPX, MAC COPPER LTD, VGAS |
| Q2 2024 | 5 | $418.9M | EVRG, REPX, NRG, MAC COPPER LTD, VGAS |
| Q1 2024 | 5 | $447.0M | REPX, EVRG, NRG, MAC COPPER LTD, VGAS |