Q3 2025 · 13F-HR
Bluescape Energy Partners LLCholdings as filed
Filed 2025-11-14 · accession 0001172661-25-004792
$430.7M
Reported value
6
Positions
2025-09-30
Period end
The Brief · Bluescape Energy Partners LLC · Q3 2025
AI · grounded in 13F
Bluescape Energy Partners LLC established a new position in Evergy Inc EVRG valued at $202M. The fund also initiated stakes in Riley Exploration Permian In REPX for $118.9M and NRG Energy Inc NRG for $55.4M. Additional new positions include 5E Advanced Materials Inc FEAM, Mac Copper Limited MTALEUR, and Verde Clean Fuels Inc VGAS.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 30034W106 | EVRG | EVERGY INC | $202.0M | 46.9% | 2,657,473 | Common | SOLE |
| 76665T102 | REPX | RILEY EXPLORATION PERMIAN IN | $118.9M | 27.6% | 4,384,853 | Common | SOLE |
| 629377508 | NRG | NRG ENERGY INC | $55.4M | 12.9% | 342,250 | Common | SOLE |
| 33830Q208 | FEAM | 5E ADVANCED MATERIALS INC | $26.5M | 6.16% | 7,597,349 | Common | SOLE |
| G60409110 | MTALEUR | MAC COPPER LIMITED | $25.4M | 5.91% | 2,083,333 | Common | SOLE |
| 923372106 | VGAS | VERDE CLEAN FUELS INC | $2.4M | 0.57% | 800,000 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.