Managers / Q1 2026
Bluescape Energy Partners LLC
CIK 0001629283 · 300 CRESCENT COURT, SUITE 1860, DALLAS, TX, 75201 · 469-398-2202
Summary
Bluescape Energy Partners LLC reported $322M in U.S.-listed holdings across 5 positions for Q1 2026.
The portfolio is heavily concentrated: EVRG alone accounts for 67.6% of reported value.
The book was largely unchanged from Q4 2025.
Portfolio Metrics
Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.
Reported Value by Quarter
Portfolio Composition
- Common Stock · 100.0% · $322M
Quarter-over-Quarter Changes full breakdown →
vs Q4 2025 (amended baseline)
| Issuer | Move | Share Δ | Shares now | Value Δ | Value now |
|---|---|---|---|---|---|
| REPXRILEY EXPLORATION PERMIAN IN | TRIMMED | −3.17M | 990.0K | −$74M | $36M |
| FEAM5E ADVANCED MATERIALS INC | ADDED | +4.00M | 12.13M | −$8M | $17M |
| EVRGEVERGY INC | HELD | +0 | 2.66M | +$25M | $218M |
| NRANRG ENERGY INC | HELD | +0 | 342.3K | −$4M | $50M |
| VGASVERDE CLEAN FUELS INC | HELD | +0 | 800.0K | −$296,000 | $1M |
Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.
Holdings — Q1 2026
| # | Issuer | Class | % Portfolio | Value ↓ | Shares |
|---|---|---|---|---|---|
| 1 | EVRGEVERGY INChistory → | COM | 67.58% | $218M | 2.66M |
| 2 | NRANRG ENERGY INChistory → | COM NEW | 15.53% | $50M | 342.3K |
| 3 | REPXRILEY EXPLORATION PERMIAN INhistory → | COM | 11.20% | $36M | 990.0K |
| 4 | FEAM5E ADVANCED MATERIALS INChistory → | COM NEW | 5.27% | $17M | 12.13M |
| 5 | VGASVERDE CLEAN FUELS INC | CLASS A COM | 0.42% | $1M | 800.0K |
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $322M | 5 | May 15, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $383M | 5 | Feb 17, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $431M | 6 | Nov 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $411M | 6 | Aug 11, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $433M | 6 | May 15, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $421M | 5 | Feb 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $438M | 5 | Nov 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $419M | 5 | Aug 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $447M | 5 | May 15, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $387M | 5 | Feb 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $518M | 6 | Nov 14, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $529M | 4 | Aug 14, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $481M | 4 | Apr 14, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $427M | 3 | Jan 13, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $385M | 3 | Oct 13, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $427M | 3 | Jul 25, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $556M | 3 | Apr 22, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $628M | 3 | Jan 18, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $651M | 4 | Oct 22, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $820M | 5 | Jul 23, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $685M | 4 | Apr 28, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q4 2020 | $528M | 3 | Jan 26, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q3 2020 | $316M | 2 | Oct 23, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q2 2020 | $331M | 2 | Jul 27, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q1 2020 | $280M | 2 | Apr 16, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q4 2019 | $535M | 3 | Jan 28, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q3 2019 | $410M | 2 | Oct 31, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q2 2019 | $343M | 2 | Aug 1, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q1 2019 | $383M | 1 | May 7, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q4 2018 | $357M | 1 | Jan 30, 2019 | 13F-HR | changes · EDGAR ↗ |
Other Included Managers
This filing reports holdings on behalf of 2 additional managers.
- Bluescape Resources GP Holdings LLC028-18420
- Wilder John C Jr028-18421
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.