Bluescape Energy Partners LLC

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 14, 2025), Bluescape Energy Partners LLC reported 6 stock positions worth $430.7 million. Its top holding was Evergy (EVRG) at 46.9% of the portfolio, followed by Riley Exploration Permian (REPX, 27.6%) and NRG Energy (NRG, 12.9%). Compared with Q2 2025, it added to 1 and reduced 1. The biggest buy was 5E Advanced Materials (FEAM, shares +1%) and the biggest sale Riley Exploration Permian (REPX, shares −3%).

Most Recent 13F
Q2 2026
Location
Dallas, TX
CIK
0001629283
Portfolio Value
$430.7M (Q3 2025)
SEC Filing
0001172661-25-004792 ↗ filed Nov 14, 2025

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 $430.7M Q3 2025 Q4 2025: $383.3M Q4 2025 Q1 2026: $322.1M Q1 2026 Q2 2026: $297.4M Q2 2026

Holdings 6 stocks · $430.7M
EVRG Evergy Inc. 46.90% 2,657,473 $202.0M No change
REPX Riley Exploration Permian Inc. 27.60% 4,384,853 $118.9M Reduce -3.0%
NRG NRG Energy Inc. 12.87% 342,250 $55.4M No change
FEAM 5E Advanced Materials Inc. 6.16% 7,597,349 $26.5M Add +1.3%
MAC COPPER LTD 5.91% 2,083,333 $25.4M No change
VGAS Verde Clean Fuels Inc. 0.57% 800,000 $2.4M No change

Portfolio Sells Q2 2025 → Q3 2025
REPX Riley Exploration Permian Inc. Reduce -3.0% 27.60% −1.25

Portfolio Buys Q2 2025 → Q3 2025
FEAM 5E Advanced Materials Inc. Add +1.3% 6.16% −0.26

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