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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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1629283/holdings"
Use Arkolith to show Bluescape Energy Partners LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
88% mapped to company sectors
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.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Bluescape Energy Partners LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| VANGUARD GROUP INC | 5 / 5 | $6.1B |
| BlackRock, Inc. | 5 / 5 | $4.8B |
| VANGUARD CAPITAL MANAGEMENT LLC | 5 / 5 | $3.2B |
| STATE STREET CORP | 5 / 5 | $3.1B |
| GEODE CAPITAL MANAGEMENT, LLC | 5 / 5 | $1.4B |
| MORGAN STANLEY | 5 / 5 | $1.1B |
| BANK OF AMERICA CORP /DE/ | 5 / 5 | $545.4M |
| NORTHERN TRUST CORP | 5 / 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.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Evergy Inc COM | $217.7M | 2.66M | 67.6% | —Held | |
| 2 | NRG Energy Inc COM NEW | $50.0M | 342.3K | 15.5% | —Held | |
| 3 | Riley Exploration Permian In COM | $36.1M | 990.0K | 11.2% | ▼−76% Reduced · −3.2M sh | |
| 4 | 5E Advanced Materials Inc COM NEW | $17.0M | 12.13M | 5.3% | ▲+49% Added · +4.0M sh | |
| 5 | Verde Clean Fuels Inc CLASS A COM | $1.4M | 800.0K | 0.4% | —Held |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 15, 2026 | 5 | $322.1M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 17, 2026 | 5 | $383.3M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 14, 2025 | 6 | $430.7M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 11, 2025 | 6 | $411.1M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 15, 2025 | 6 | $432.7M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 14, 2025 | 5 | $420.7M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 14, 2024 | 5 | $438.0M | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 14, 2024 | 5 | $418.9M | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 15, 2024 | 5 | $447.0M | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 14, 2024 | 5 | $387.2M | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 14, 2023 | 6 | $517.7M | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 14, 2023 | 4 | $528.6M | 13F-HR |
| Q1 2023 | Mar 31, 2023 | Apr 14, 2023 | 4 | $481.1M | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Jan 13, 2023 | 3 | $427.1M | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Oct 13, 2022 | 3 | $384.7M | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Jul 25, 2022 | 3 | $427.1M | 13F-HR |
| Q1 2022 | Mar 31, 2022 | Apr 22, 2022 | 3 | $555.7M | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Jan 18, 2022 | 3 | $628.2M | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Oct 22, 2021 | 4 | $651.3M | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Jul 23, 2021 | 5 | $820.2M | 13F-HR |
| Q1 2021 | Mar 31, 2021 | Apr 28, 2021 | 4 | $685.5M | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Jan 26, 2021 | 3 | $527.9M | 13F-HR |
| Q3 2020 | Sep 30, 2020 | Oct 23, 2020 | 2 | $316.1M | 13F-HR |
| Q2 2020 | Jun 30, 2020 | Jul 27, 2020 | 2 | $331.0M | 13F-HR |
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.