Bluescape Energy Partners LLC — 13F Holdings & Portfolio

CIK 1629283 · latest 13F-HR filed 2026-08-14

Bluescape Energy Partners LLC manages $297.4M in 13F-reported U.S. long-equity assets across 4 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are EVRG (77.24%), NRG (16.81%), FEAM (5.67%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 0 new positions and exited 1; 1 existing position rose in reported value and 1 fell.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Loading holdings…
AUM
$297.4M

Long-equity book

Holdings
4

Distinct positions

Period
2026-06-30

Filed 2026-08-14

Q/Q Activity
+0 / −1 / ↑1 / ↓1

vs 2026-03-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

4 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 100%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Mar 30, 2026.

Assets Under Management
$890.4M
Discretionary
$890.4M
Employees
9
Accounts
6
Address
300 CRESCENT COURT
SUITE 1860
DALLAS, TX 75201
Phone
(469) 398-2200
Name Title / Status Ownership Type
BLUESCAPE RESOURCES COMPANY ControlSOLE MEMBER
since Jan 2015
75% or moreDomestic Entity
HULME, RONALD, CARL ControlMANAGING DIRECTOR
since Feb 2021
Less than 5%Individual
SIEGLER, JONATHAN, A ControlCFO
since Jan 2015
Less than 5%Individual
WILDER, C, JOHN ControlCHAIRMAN AND MANAGER
since Jan 2015
Less than 5%Individual
SCAVETTI, JOSEPH, JULIANCCO
since May 2018
Less than 5%Individual
BLUESCAPE RESOURCES INVESTORS LLC Control
Indirect owner via BLUESCAPE RESOURCES COMPANY LLC
MEMBER
since Oct 2009
75% or moreDomestic Entity
JSW ENERGY INTERESTS LP Control
Indirect owner via BLUESCAPE RESOURCES INVESTORS LLC
SOLE MEMBER
since Oct 2009
75% or moreDomestic Entity
WILDER, C, JOHN Control
Indirect owner via JSW ENERGY INTERESTS LP
LIMITED PARTNER
since Jul 2008
25–50%Individual
WILDER, C, JOHN Control
Indirect owner via BLUESCAPE RESOURCES COMPANY LLC
MANAGER
since Jul 2008
25–50%Individual
Wilder, Susan, Anne Control
Indirect owner via JSW ENERGY INTERESTS LP
LIMITED PARTNER
since Jul 2008
25–50%Individual
Ownership & leadership changes · 2 filings with changes since Jul 1, 2016

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Mar 31, 2021 filing
  • ChangedHULME, RONALD, CARL · title CEO → MANAGING DIRECTOR
May 24, 2018 filing
  • No longer listedEHTISHAM, SYEDUMAR, FAISAL · CCO · Less than 5% · listed since Apr 2016
  • AddedSCAVETTI, JOSEPH, JULIAN · CCO · Less than 5%
Jul 1, 2016 filing (earliest on record)
  • ListedBLUESCAPE RESOURCES COMPANY · SOLE MEMBER · 75% or more · control person
  • ListedBLUESCAPE RESOURCES INVESTORS LLC · MEMBER · 75% or more · indirect via BLUESCAPE RESOURCES COMPANY LLC · control person
  • ListedEHTISHAM, SYEDUMAR, FAISAL · CCO · Less than 5%
  • ListedHULME, RONALD, CARL · CEO · Less than 5% · control person
  • ListedJSW ENERGY INTERESTS LP · SOLE MEMBER · 75% or more · indirect via BLUESCAPE RESOURCES INVESTORS LLC · control person
  • ListedSIEGLER, JONATHAN, A · CFO · Less than 5% · control person
  • ListedWILDER, C, JOHN · CHAIRMAN AND MANAGER · Less than 5% · control person
  • ListedWILDER, C, JOHN · LIMITED PARTNER · 25–50% · indirect via JSW ENERGY INTERESTS LP · control person
  • ListedWILDER, C, JOHN · MANAGER · 25–50% · indirect via BLUESCAPE RESOURCES COMPANY LLC · control person
  • ListedWilder, Susan, Anne · LIMITED PARTNER · 25–50% · indirect via JSW ENERGY INTERESTS LP · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Top Adds (vs prior quarter)

Show all 1 →

Top Trims

Show all 1 →

New Positions

  • No new positions this quarter.
Show all 0 →

Bluescape Energy Partners LLC Holdings (2026-06-30)

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 EVERGY INC EVRG 30034W106 $229.7M 77.24% 2,657,473 SH
2 NRG ENERGY INC NRG 629377508 $50.0M 16.81% 342,250 SH
3 5E ADVANCED MATERIALS INC FEAM 33830Q208 $16.9M 5.67% 12,130,997 SH
4 VERDE CLEAN FUELS INC VGAS 923372106 $816.0K 0.27% 800,000 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-14 $297.4M 4 0001172661-26-003516
2026-03-31 2026-05-15 $322.1M 5 0001172661-26-002061
2025-12-31 2026-02-17 $383.3M 5 0001172661-26-000817
2025-09-30 2025-11-14 $430.7M 6 0001172661-25-004792
Filer Information
Address
300 CRESCENT COURT, SUITE 1860
DALLAS, TX 75201
Phone
(469) 398-2202
Filing Manager
Bluescape Energy Partners LLC
Dallas, TX
Signatory
Jonathan Siegler
Chief Financial Officer and Managing Director