Bluescape Energy Partners LLC — 13F Holdings & Portfolio

CIK 1629283 · latest 13F-HR filed 2026-05-15

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.

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AUM

$322.1M

Long-equity book

Holdings

5

Distinct positions

Period

2026-03-31

Filed 2026-05-15

Q/Q Activity

+0 / −0 / ↑1 / ↓4

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • EVERGY INC$25.1M +13.0%
Show all 1

Top Trims

  • RILEY EXPLORATION PERMIAN IN-$73.7M -67.1%
  • 5E ADVANCED MATERIALS INC-$7.8M -31.5%
  • NRG ENERGY INC-$4.5M -8.2%
  • VERDE CLEAN FUELS INC-$296.0K -18.0%
Show all 4

New Positions

  • No new positions this quarter.
Show all 0

Exited Positions

  • No exits this quarter.
Show all 0
All Holdings

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 $217.7M 67.58% 2,657,473 SH
2 NRG ENERGY INC NRG 629377508 $50.0M 15.53% 342,250 SH
3 RILEY EXPLORATION PERMIAN IN REPX 76665T102 $36.1M 11.20% 990,000 SH
4 5E ADVANCED MATERIALS INC FEAM 33830Q208 $17.0M 5.27% 12,130,997 SH
5 VERDE CLEAN FUELS INC VGAS 923372106 $1.4M 0.42% 800,000 SH
Filing History
Period Filed AUM Holdings Accession
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