Bluescape Energy Partners LLC
CIK 1629283 · View on SEC EDGAR ↗
- Portfolio value
- $297.4M
- Positions
- 4
- As of
- June 30, 2026
#5,196 of 9,443 by 13F value · top 55.0%
Portfolio value QoQ: -7.7% 13F does not disclose cash
- Top 10 holdings weight
- 100.00%
- Top 25 holdings weight
- 100.00%
- Positions above 1%
- 3
- Effective number of positions
- 1.6
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 0.0% Est. buys $0 · sells $36,085,500
Median holding: 6.5 quarters Tracked Q4 2024–Q2 2026 · 66.7% still held
- New positions
- 0
- Increased
- 0
- Decreased
- 0
- Closed
- 1
On this page
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
- Related The person behind this filer, where we can match one.
Sector breakdown
Utilities
94.1%
Materials
5.7%
Energy
0.3%
Full portfolio 4 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| EVRG Evergy, Inc. - Common Stock | $229,685,391 | 77.24% | 2,657,473 | $11,985,203 | |||
| NRG NRG Energy, Inc. Common Stock | $49,989,035 | 16.81% | 342,250 | $-27,380 | |||
| FEAM 5E Advanced Materials, Inc. - Common Stock | $16,862,086 | 5.67% | 12,130,997 | $-121,310 | |||
| VGAS Verde Clean Fuels, Inc. - Class A Common Stock | $816,000 | 0.27% | 800,000 | $-536,000 | |||
| No matches | |||||||
Top movers (QoQ)
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| REPX | June 30, 2026 | 990,000 | $36,085,500 | No longer tracked |
| MTAL | Dec. 31, 2025 | 2,083,333 | $25,437,496 |