Q1 2026 13F · SEC CIK 1629283
Bluescape Energy Partners LLC
Hedge fundFiled 2026-05-15 for Q1 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $322.1M
- Reported positions
- 5
- Top holdings a year, 3 yrs
- +25.3%
- Assets under management
- $890.4M
Bluescape Energy Partners LLC is a hedge fund that reported 5 positions worth $322.1M in its Q1 2026 13F, filed 2026-05-15. Its largest holdings were Evergy Inc (EVRG, 67.6%), Nrg Energy Inc (NRG, 15.5%), Riley Exploration Permian In (REPX, 11.2%). A portfolio copying its top holdings returned 25.3% a year over the last 3 years, against 21.8% for the S&P 500.
Bluescape Energy Partners LLC holdings all 5 positions.
Weights are shares of the filer's total reported 13F value, compared with Q4 2025. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.
| Stock | % of 13F value | Share change | Reported value |
|---|---|---|---|
| EVRGEvergy Inc | 67.6% | +0.0% | $217.7M |
| NRGNrg Energy Inc | 15.5% | +0.0% | $50.0M |
| REPXRiley Exploration Permian In | 11.2% | -76.2% | $36.1M |
| FEAM5e Advanced Materials Inc | 5.3% | +49.2% | $17.0M |
| VGASVerde Clean Fuels Inc | 0.4% | +0.0% | $1.4M |
What Bluescape Energy Partners LLC bought and sold in Q1 2026, against Q4 2025.
New positions
No new positions among the largest holdings.
Added to
- FEAM 5e Advanced Materials Inc+49.2% shares
Reduced
- REPX Riley Exploration Permian In-76.2% shares
Sold out
Nothing sold out.
Share counts compared with the Q4 2025 13F; a split also changes share counts.
How the holdings did against the S&P 500.
- 1 year
- +13.4% /yr
- S&P 500 +20.1%
- 3 years
- +25.3% /yr
- S&P 500 +21.8%
- 5 years
- —
A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.
Reported 13F value by quarter.
| Quarter | 13F value | Positions |
|---|---|---|
| Q1 2026 | $322.1M | 5 |
| Q4 2025 | $383.3M | 5 |
| Q3 2025 | $430.7M | 6 |
| Q2 2025 | $411.1M | 6 |
| Q1 2025 | $432.7M | 6 |
| Q4 2024 | $420.7M | 5 |
| Q3 2024 | $438.0M | 5 |
| Q2 2024 | $418.9M | 5 |
| Q1 2024 | $447.0M | 5 |
| Q4 2023 | $387.2M | 5 |
| Q3 2023 | $517.7M | 6 |
| Q2 2021 | $820.2M | 5 |
Questions about Bluescape Energy Partners LLC's portfolio
What stocks does Bluescape Energy Partners LLC own?
Bluescape Energy Partners LLC's latest 13F, for Q1 2026 and filed May 15, 2026, lists 5 positions worth $322.1M. The largest are Evergy Inc (EVRG) at 67.6%, Nrg Energy Inc (NRG) at 15.5%, Riley Exploration Permian In (REPX) at 11.2%, 5e Advanced Materials Inc (FEAM) at 5.3% and Verde Clean Fuels Inc (VGAS) at 0.4%.
What did Bluescape Energy Partners LLC buy last quarter?
In Q1 2026, Bluescape Energy Partners LLC added 5e Advanced Materials Inc (FEAM) (+49.2% shares), compared with its Q4 2025 filing.
What did Bluescape Energy Partners LLC sell last quarter?
In Q1 2026, Bluescape Energy Partners LLC Riley Exploration Permian In (REPX) (-76.2% shares), compared with its Q4 2025 filing.
How has Bluescape Energy Partners LLC's portfolio performed?
A portfolio copying Bluescape Energy Partners LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +25.3% a year over the last 3 years, against +21.8% for the S&P 500. Over 1 year: +13.4% against +20.1%.
When is Bluescape Energy Partners LLC's next 13F filing due?
13F filings are due 45 days after each quarter ends. Bluescape Energy Partners LLC's filing for the quarter ending Jun 30, 2026 was due by Aug 14, 2026; this page updates once it is processed.
How much money does Bluescape Energy Partners LLC manage?
Bluescape Energy Partners LLC reported $890.4M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $322.1M.