Arkolith/Funds/Bluescape Energy Partners LLC

Bluescape Energy Partners LLC

CIK 1629283
Holdings as of Mar 31, 2026·disclosed May 15, 2026·~45-day 13F lag·13F-HR
Active Filer

Bluescape Energy Partners LLC holds a concentrated book of 5 stocks worth $322.1M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they trimmed RILEY EXPLORATION PERMIAN IN. Their largest long position is EVERGY INC at 68% of the equity book.

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Use Arkolith to show Bluescape Energy Partners LLC's latest
holdings, largest changes, and filing provenance.
Opened
0
new positions
Added to
1
existing
Trimmed
1
reduced
Sold out
0
exited

Concentration

Top-heavy: concentrated book

Top 5 holdings
100%
Top 10 holdings
100%
Top 20 holdings
100%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

88% mapped to company sectors

Utilities
83%
ETF / fund or unclassified
12%
Materials
5%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited
  • RILEY EXPLORATION PERMIAN IN
    −76%$115.4M

Funds with the most overlap

Other tracked managers holding the same core names as Bluescape Energy Partners LLC

Manager / fundShared namesTheir $ in those
VANGUARD GROUP INC5 / 5$6.1B
BlackRock, Inc.5 / 5$4.8B
VANGUARD CAPITAL MANAGEMENT LLC5 / 5$3.2B
STATE STREET CORP5 / 5$3.1B
GEODE CAPITAL MANAGEMENT, LLC5 / 5$1.4B
MORGAN STANLEY5 / 5$1.1B
BANK OF AMERICA CORP /DE/5 / 5$545.4M
NORTHERN TRUST CORP5 / 5$523.6M

Ranked by how many of Bluescape Energy Partners LLC's top 5 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

5 positions
#SecurityValueShares% PortLast moveHistory
1Evergy Inc
COM
$217.7M2.66M
67.6%
Held
2NRG Energy Inc
COM NEW
$50.0M342.3K
15.5%
Held
3Riley Exploration Permian In
COM
$36.1M990.0K
11.2%
−76%
Reduced · −3.2M sh
45E Advanced Materials Inc
COM NEW
$17.0M12.13M
5.3%
+49%
Added · +4.0M sh
5Verde Clean Fuels Inc
CLASS A COM
$1.4M800.0K
0.4%
Held
Showing all 5 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 15, 20265$322.1M13F-HR
Q4 2025Dec 31, 2025Feb 17, 20265$383.3M13F-HR
Q3 2025Sep 30, 2025Nov 14, 20256$430.7M13F-HR
Q2 2025Jun 30, 2025Aug 11, 20256$411.1M13F-HR
Q1 2025Mar 31, 2025May 15, 20256$432.7M13F-HR
Q4 2024Dec 31, 2024Feb 14, 20255$420.7M13F-HR
Q3 2024Sep 30, 2024Nov 14, 20245$438.0M13F-HR
Q2 2024Jun 30, 2024Aug 14, 20245$418.9M13F-HR
Q1 2024Mar 31, 2024May 15, 20245$447.0M13F-HR
Q4 2023Dec 31, 2023Feb 14, 20245$387.2M13F-HR
Q3 2023Sep 30, 2023Nov 14, 20236$517.7M13F-HR
Q2 2023Jun 30, 2023Aug 14, 20234$528.6M13F-HR
Q1 2023Mar 31, 2023Apr 14, 20234$481.1M13F-HR
Q4 2022Dec 31, 2022Jan 13, 20233$427.1M13F-HR
Q3 2022Sep 30, 2022Oct 13, 20223$384.7M13F-HR
Q2 2022Jun 30, 2022Jul 25, 20223$427.1M13F-HR
Q1 2022Mar 31, 2022Apr 22, 20223$555.7M13F-HR
Q4 2021Dec 31, 2021Jan 18, 20223$628.2M13F-HR
Q3 2021Sep 30, 2021Oct 22, 20214$651.3M13F-HR
Q2 2021Jun 30, 2021Jul 23, 20215$820.2M13F-HR
Q1 2021Mar 31, 2021Apr 28, 20214$685.5M13F-HR
Q4 2020Dec 31, 2020Jan 26, 20213$527.9M13F-HR
Q3 2020Sep 30, 2020Oct 23, 20202$316.1M13F-HR
Q2 2020Jun 30, 2020Jul 27, 20202$331.0M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.