Bluescape Energy Partners LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 17, 2026), Bluescape Energy Partners LLC reported 5 stock positions worth $383.3 million. Its top holding was Evergy (EVRG) at 50.3% of the portfolio, followed by Riley Exploration Permian (REPX, 28.6%) and NRG Energy (NRG, 14.2%). Compared with Q3 2025, it sold out of 1, added to 1 and reduced 1. The biggest buy was 5E Advanced Materials (FEAM, shares +7%) and the biggest sale an exit from Mac Copper.
- Most Recent 13F
- Q2 2026
- Location
- Dallas, TX
- CIK
- 0001629283
- Portfolio Value
- $383.3M (Q4 2025)
- SEC Filing
- 0001172661-26-000817 ↗ filed Feb 17, 2026
Holdings Value
Holdings 5 stocks · $383.3M
| EVRG Evergy Inc. | 50.25% | 2,657,473 | $192.6M | No change |
| REPX Riley Exploration Permian Inc. | 28.63% | 4,157,327 | $109.8M | Reduce -5.2% |
| NRG NRG Energy Inc. | 14.22% | 342,250 | $54.5M | No change |
| FEAM 5E Advanced Materials Inc. | 6.47% | 8,130,997 | $24.8M | Add +7.0% |
| VGAS Verde Clean Fuels Inc. | 0.43% | 800,000 | $1.6M | No change |
Portfolio Sells Q3 2025 → Q4 2025
| MAC COPPER LTD | Sold out | 0.00% | −5.91 |
| REPX Riley Exploration Permian Inc. | Reduce -5.2% | 28.63% | +1.03 |
Portfolio Buys Q3 2025 → Q4 2025
| FEAM 5E Advanced Materials Inc. | Add +7.0% | 6.47% | +0.31 |
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 |