Bluescape Energy Partners LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), Bluescape Energy Partners LLC reported 5 stock positions worth $322.1 million. Its top holding was Evergy (EVRG) at 67.6% of the portfolio, followed by NRG Energy (NRG, 15.5%) and Riley Exploration Permian (REPX, 11.2%). Compared with Q4 2025, it added to 1 and reduced 1. The biggest buy was 5E Advanced Materials (FEAM, shares +49%) and the biggest sale Riley Exploration Permian (REPX, shares −76%).
- Most Recent 13F
- Q2 2026
- Location
- Dallas, TX
- CIK
- 0001629283
- Portfolio Value
- $322.1M (Q1 2026)
- SEC Filing
- 0001172661-26-002061 ↗ filed May 15, 2026
Holdings Value
Holdings 5 stocks · $322.1M
| EVRG Evergy Inc. | 67.58% | 2,657,473 | $217.7M | No change |
| NRG NRG Energy Inc. | 15.53% | 342,250 | $50.0M | No change |
| REPX Riley Exploration Permian Inc. | 11.20% | 990,000 | $36.1M | Reduce -76.2% |
| FEAM 5E Advanced Materials Inc. | 5.27% | 12,130,997 | $17.0M | Add +49.2% |
| VGAS Verde Clean Fuels Inc. | 0.42% | 800,000 | $1.4M | No change |
Portfolio Sells Q4 2025 → Q1 2026
| REPX Riley Exploration Permian Inc. | Reduce -76.2% | 11.20% | −17.43 |
Portfolio Buys Q4 2025 → Q1 2026
| FEAM 5E Advanced Materials Inc. | Add +49.2% | 5.27% | −1.20 |
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 |