StockDrifts LogoStockDrifts

Bluescape Energy Partners 13F Portfolio

Portfolio Manager
Bluescape Energy Partners LLC
Performance
+2.44% (2026 Q2)
AUM (13F)
$297.35M
# of Holdings
4
Performance Rank
Allocation (Top 20)
99.99%
Latest filing
Q2 2026

Bluescape Energy Partners LLC Holdings Map

Top 4 Bluescape Energy Partners LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
EVRG
EVERGY INC
77.24%2.66M$229.7M
+0.00%(+0)
2025-Q2: 2.66M shares2025-Q3: 2.66M shares2025-Q4: 2.66M shares2026-Q1: 2.66M shares2026-Q2: 2.66M shares
$60.55(+37.88%)
2026-06-30
NRG
NRG ENERGY INC
16.81%342.3K$50.0M
+0.00%(+0)
2025-Q2: 342.3K shares2025-Q3: 342.3K shares2025-Q4: 342.3K shares2026-Q1: 342.3K shares2026-Q2: 342.3K shares
$29.66(+303.77%)
2026-06-30
FEAM
5E ADVANCED MATERIALS INC
5.67%12.13M$16.9M
+0.00%(+0)
2025-Q2: 7.50M shares2025-Q3: 7.60M shares2025-Q4: 8.13M shares2026-Q1: 12.13M shares2026-Q2: 12.13M shares
$6.64(-75.60%)
2026-06-30
VGAS
VERDE CLEAN FUELS INC
0.27%800.0K$816K
+0.00%(+0)
2025-Q2: 800.0K shares2025-Q3: 800.0K shares2025-Q4: 800.0K shares2026-Q1: 800.0K shares2026-Q2: 800.0K shares
$7.96(-83.92%)
2026-06-30

About Bluescape Energy Partners LLC’s portfolio

Bluescape Energy Partners LLC reports $297.35M in US-listed equity holdings across 4 positions in its most recent 13F filing. Its largest disclosed positions are EVRG (77.2%), NRG (16.8%) and FEAM (5.7%). The top 20 holdings account for 99.99% of reported assets. Its disclosed equity book has returned +68.30% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.

Portfolio concentration

Portfolio concentration
EVRG — 77.2% ($229.69M)NRG — 16.8% ($49.99M)FEAM — 5.7% ($16.86M)VGAS — 0.3% ($816.0K)
100%in top 4
  • EVRG77.2%
  • NRG16.8%
  • FEAM5.7%
  • VGAS0.3%

Unlock alerts, watchlists & AI chat

Sign up free to track Bluescape Energy Partners LLC, compare funds side by side, and get alerts the moment positions change.

Source filings

Holdings on this page are parsed from Bluescape Energy Partners LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1629283). View Bluescape Energy Partners LLC’s 13F filings on SEC

More 13F analyses

View all