Bluescape Energy Partners
Dallas, TXfiles as Bluescape Energy Partners LLC
$297m in 4 US stocks at the end of 30 June 2026. The top 10 are 100.0% of the money. It changed about 11.3% of the portfolio this quarter.
Value
$297m
Stocks
4
Top 10 share
100.0%
Turnover
11.3%
What changed this quarter
New
Bought for the first time this quarter.
None this quarter.
Added
Bought more of a stock they already held.
None this quarter.
Cut
Sold some of their stake.
None this quarter.
Sold out
Sold their entire stake.
Holdings
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| EvergyEVRG | 77.2% | $230m | 2,657,473 | Held |
| NRG EnergyNRG | 16.8% | $50m | 342,250 | Held |
| 5E Advanced MaterialsFEAM | 5.7% | $17m | 12,130,997 | Held |
| Verde Clean FuelsVGAS | 0.3% | $816,000 | 800,000 | Held |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is down 27.7% since 30 June 2025.
Where the money is
Utilities94.1%
Materials5.9%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.