Bluescape Energy Partners LLC 13F Portfolio

CIK 1629283 Filing since Q4 2017 Q2 2026 filed Aug 14, 2026
Holdings as of Jun 30, 2026, from the 13F filed Aug 14, 2026.

Portfolio Snapshot

4 positions · Q2 2026

Bluescape Energy Partners LLC reported 4 positions worth $297.35M for the quarter ended Jun 30, 2026, down 7.7% on the prior quarter. It opened 0 new positions, added to 0, trimmed 0 and exited 1. Its largest holding is Evergy, Inc. at 77.2% of the portfolio.

Portfolio Value
$297.35M
-7.7% QoQ · -22.9% YoY
Positions
4
0 new · 1 sold out
Top 10 Concentration
100%
of portfolio value
Largest Position
EVRG 77.2%
Evergy, Inc.
Net Buying
-$36.09M
$0.00 bought · $36.09M sold
Turnover
0%
of the portfolio traded
Top Sector
Utilities
94.1% of value
Track Record
35
quarters on file since Q4 2017

Portfolio Value & Positions

Value Positions

Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.

Sector Allocation

3 sectors
94.06%
Utilities
Utilities94.06%
Basic Materials5.67%
Energy0.274%

Quarterly Buying & Selling

Bought Sold

Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.

Position Changes

How many positions were opened, added to, trimmed or closed each quarter.

Sector Allocation Over Time

Share of reported value in each sector at every quarter end.

UtilitiesBasic MaterialsEnergy

Largest Buys

Q2 2026

No positions were added to this quarter.

Largest Sells

Q2 2026
Holding Change Change % Trade Value Weight
REPX Riley Exploration Permian, Inc. -990.0K -100.0% $36.09M Exited

New Positions

Q2 2026

No new positions this quarter.

Closed Positions

Q2 2026
Holding Shares Sold Trade Value Prior Weight
REPX Riley Exploration Permian, Inc. -990.0K $36.09M 11.2%
Holdings · Q2 2026

4 Positions

As ofJun 30, 2026
Value$297.35M
Top 10100%
Avg position$74.34M
# Activity
Showing all 4 positions 13F filings on SEC EDGAR

Tip. Select a row to see that position’s full history at Bluescape Energy Partners.

About Bluescape Energy Partners LLC’s 13F Portfolio

What are Bluescape Energy Partners LLC’s largest holdings?

As of its Q2 2026 13F filing, Bluescape Energy Partners LLC’s five largest positions were Evergy, Inc. (EVRG) at 77.2%, Nrg Energy, Inc. (NRG) at 16.8%, 5E Advanced Materials, Inc. (FEAM) at 5.7%, Verde Clean Fuels, Inc. (VGAS) at 0.3% of the reported portfolio.

How much is Bluescape Energy Partners LLC’s portfolio worth?

Bluescape Energy Partners LLC reported a 13F portfolio worth $297.35M across 4 positions for Q2 2026. That is down 7.7% from the previous quarter.

What did Bluescape Energy Partners LLC sell in Q2 2026?

Its largest sales by value were Riley Exploration Permian, Inc. ($36.09M). It exited 1 positions entirely.

Where does this data come from?

From the Form 13F-HR reports Bluescape Energy Partners LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.

Similar-Sized Institutions

by reported 13F value

13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.