Bluescape Energy Partners LLC holds a concentrated book of 4 reported positions worth $297.4M as of Q2 2026 (disclosed Aug 14, 2026, a ~45-day 13F lag). Their largest long position is Evergy Inc at 77% of the reported non-option book. Cloning the disclosed picks since 2018 would be +247% (+15.6%/yr). That is a simulation of the disclosed long book, not audited returns.
Following at the filing date actually beat the quarter-end book by 3.8 points over this window.
Growth of $10,000 cloning Bluescape Energy Partners LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~45 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: concentrated book
Excluding Evergy Inc (77% of the book), the rest is a concentrated book:
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
+1 sector below the cut, under 0.5% together
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 (an exit at the prior quarter-end), no cost basis
No buys this quarter.
Other tracked managers holding the same core names as Bluescape Energy Partners LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Tortoise Capital Advisors, L.L.C. | 2 / 4 | $161.6M |
| Reaves W H & Co Inc | 2 / 4 | $94.4M |
| Viking Fund Management LLC | 2 / 4 | $14.4M |
| Icon Advisers Inc | 2 / 4 | $5.8M |
| Davis Capital Management | 2 / 4 | $1.8M |
| Victory Capital Management Inc | 2 / 4 | $1.2B |
| Federated Hermes, Inc. | 2 / 4 | $406.3M |
| Lifeworks Advisors, LLC | 2 / 4 | $6.2M |
Ranked by the share of each fund's own book sitting in the names it shares with Bluescape Energy Partners LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Evergy Inc COM | $229.7M | 2.66M | 77.2% | —Held | |
| 2 | NRG Energy Inc COM NEW | $50.0M | 342.3K | 16.8% | —Held | |
| 3 | 5E Advanced Materials Inc COM NEW | $16.9M | 12.13M | 5.7% | —Held | |
| 4 | Verde Clean Fuels Inc CLASS A COM | $816K | 800.0K | 0.3% | —Held |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
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.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 14, 2026 | 45d | 4 | $297.4M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 15, 2026 | 45d | 5 | $322.1M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 17, 2026 | 48d | 5 | $383.3M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 14, 2025 | 45d | 6 | $430.7M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 11, 2025 | 42d | 6 | $411.1M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 15, 2025 | 45d | 6 | $432.7M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 14, 2025 | 45d | 5 | $420.7M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 14, 2024 | 45d | 5 | $438.0M | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 14, 2024 | 45d | 5 | $418.9M | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 15, 2024 | 45d | 5 | $447.0M | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 14, 2024 | 45d | 5 | $387.2M | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 14, 2023 | 45d | 6 | $517.7M | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 14, 2023 | 45d | 4 | $528.6M | 13F-HR |
| Q1 2023 | Mar 31, 2023 | Apr 14, 2023 | 14d | 4 | $481.1M | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Jan 13, 2023 | 13d | 3 | $427.1M | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Oct 13, 2022 | 13d | 3 | $384.7M | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Jul 25, 2022 | 25d | 3 | $427.1M | 13F-HR |
| Q1 2022 | Mar 31, 2022 | Apr 22, 2022 | 22d | 3 | $555.7M | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Jan 18, 2022 | 18d | 3 | $628.2M | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Oct 22, 2021 | 22d | 4 | $651.3M | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Jul 23, 2021 | 23d | 5 | $820.2M | 13F-HR |
| Q1 2021 | Mar 31, 2021 | Apr 28, 2021 | 28d | 4 | $685.5M | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Jan 26, 2021 | 26d | 3 | $527.9M | 13F-HR |
| Q3 2020 | Sep 30, 2020 | Oct 23, 2020 | 23d | 2 | $316.1M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. 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.