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13F holdings · Q2 2026

Bluescape Energy Partners

Dallas, TX · files as Bluescape Energy Partners LLC
Holdings as of Jun 30, 2026Filed Aug 14, 2026Next filing due Nov 16, 2026CIK 1629283

Bluescape Energy Partners reported 4 stocks worth $297M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are EVRG (77.2%), NRG (16.8%) and FEAM (5.7%). Compared with Q1 2026, the fund sold out of REPX.

Reported value$297M−7.7% vs last quarter
Stocks held40 new · 1 sold out
Top 5 weight100.0%very concentrated
Turnover12%of the portfolio changed
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Holdings

#StockValueWeightSharesChangeShares, 8 qtrsHeld
1
EVRG
Evergy Inc
$230M77.2%2.7MNo change8 of 8
2
NRG
Nrg Energy Inc
$50M16.8%342KNo change8 of 8
3
FEAM
5E Advanced Materials Inc
$16.9M5.7%12.1MNo change6 of 8
4
VGAS
Verde Clean Fuels Inc
$816K0.3%800KNo change8 of 8

Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.

Sold out

held in Q1 2026, gone in Q2 2026
StockValue last quarterShares sold
REPX
Riley Exploration Permian in
$36.1M990K

Reported value

last 8 quarters
$438MQ3 '24
$421MQ4 '24
$433MQ1 '25
$411MQ2 '25
$431MQ3 '25
$383MQ4 '25
$322MQ1 '26
$297MQ2 '26

The value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.

Filings for Q2 2026

straight from the SEC
FiledFormQuarter
Aug 14, 202613F-HRQ2 2026SEC filing ↗

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Bluescape Energy Partners 13F FAQ

What does Bluescape Energy Partners own?

Bluescape Energy Partners reported 4 stocks worth $297M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are EVRG (77.2%), NRG (16.8%) and FEAM (5.7%). The table above lists every position in the filing (the top 10 without an account).

What did Bluescape Energy Partners buy and sell in Q2 2026?

Compared with Q1 2026: 0 new positions, 0 added to, 0 trimmed and 1 sold out. It sold all of REPX.

When will Bluescape Energy Partners file its next 13F?

Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.

How much is Bluescape Energy Partners's portfolio worth?

The Q2 2026 filing reports $297M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.

For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.