Q4 2025 · 13F-HR
Bluescape Energy Partners LLCholdings as filed
Filed 2026-02-17 · accession 0001172661-26-000817
$383.3M
Reported value
5
Positions
2025-12-31
Period end
The Brief · Bluescape Energy Partners LLC · Q4 2025
AI · grounded in 13F
Bluescape Energy Partners LLC closed its entire position in MAC COPPER LIMITED MTALEUR, reducing its holdings by $25.4M. The fund also trimmed its stake in RILEY EXPLORATION PERMIAN IN REPX by 5.19%. Conversely, it accumulated more shares of 5E ADVANCED MATERIALS INC FEAM, increasing that position by 7.02%.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 30034W106 | EVRG | EVERGY INC | $192.6M | 50.3% | 2,657,473 | Common | SOLE |
| 76665T102 | REPX | RILEY EXPLORATION PERMIAN IN | $109.8M | 28.6% | 4,157,327 | Common | SOLE |
| 629377508 | NRG | NRG ENERGY INC | $54.5M | 14.2% | 342,250 | Common | SOLE |
| 33830Q208 | FEAM | 5E ADVANCED MATERIALS INC | $24.8M | 6.47% | 8,130,997 | Common | SOLE |
| 923372106 | VGAS | VERDE CLEAN FUELS INC | $1.6M | 0.43% | 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.