Bluescape Energy Partners LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 11, 2025), Bluescape Energy Partners LLC reported 6 stock positions worth $411.1 million. Its top holding was Evergy (EVRG) at 44.6% of the portfolio, followed by Riley Exploration Permian (REPX, 28.9%) and NRG Energy (NRG, 13.4%). Compared with Q1 2025, it reduced 1. The biggest sale was NRG Energy (NRG, shares −51%).
- Most Recent 13F
- Q2 2026
- Location
- Dallas, TX
- CIK
- 0001629283
- Portfolio Value
- $411.1M (Q2 2025)
- SEC Filing
- 0001172661-25-003009 ↗ filed Aug 11, 2025
Holdings Value
Holdings 6 stocks · $411.1M
| EVRG Evergy Inc. | 44.56% | 2,657,473 | $183.2M | No change |
| REPX Riley Exploration Permian Inc. | 28.85% | 4,521,767 | $118.6M | No change |
| NRG NRG Energy Inc. | 13.37% | 342,250 | $55.0M | Reduce -50.7% |
| FEAM 5E Advanced Materials Inc. | 6.42% | 7,497,349 | $26.4M | No change |
| MAC COPPER LTD | 6.13% | 2,083,333 | $25.2M | No change |
| VGAS Verde Clean Fuels Inc. | 0.67% | 800,000 | $2.8M | No change |
Portfolio Sells Q1 2025 → Q2 2025
| NRG NRG Energy Inc. | Reduce -50.7% | 13.37% | −1.95 |
Portfolio Buys Q1 2025 → Q2 2025
| None this quarter. | |||
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 |