2026 Q1 Portfolio Activity
In 2026 Q1, Bluescape Energy Partners LLC maintained a portfolio of 5 distinct positions. They heavily accumulated shares in 5E ADVANCED MATERIALS INC, increasing the position by 49.2%. The fund also reduced its exposure to RILEY EXPLORATION PERMIAN IN by 76.2%.
Position History
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Total Positions
5
Quarter
2026 Q1
Top Holding
EVRG (67.6%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-5 of 5
Bluescape Energy Partners LLC Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
EVRG
EVERGY INC
|
Utilities | 67.58% | 50.25% |
#1
Prev: #1
|
7.0 |
—
|
no change | no change |
P
S
|
2,657,473 | $217,700,188 | 2021 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
NRG
NRG ENERGY INC
|
Utilities | 15.53% | 14.22% |
#2
1
Prev: #3
|
6.5 |
—
|
no change | no change |
P
S
|
342,250 | $50,016,415 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
REPX
RILEY EXPLORATI...
|
Energy | 11.20% | 28.63% |
#3
1
Prev: #2
|
5.0 |
—
|
-3,167,327 | -76.2% |
P
S
|
990,000 | $36,085,500 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
FEAM
5E ADVANCED MAT...
|
Basic Materials | 5.27% | 6.47% |
#4
Prev: #4
|
5.1 |
—
|
4,000,000 | 49.2% |
P
S
|
12,130,997 | $16,983,396 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
VGAS
VERDE CLEAN FUE...
|
Utilities | 0.42% | 0.43% |
#5
Prev: #5
|
1.7 |
—
|
no change | no change |
P
S
|
800,000 | $1,352,000 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 |
Showing 1-5 of 5 holdings