Vault-13

Bluescape Energy Partners LLC

Dallas, TX · CIK 1629283 · 13F filing filed 2026-08-14

SEC-registered investment adviser since 2016 · limited liability company

As an employer

$297.4m reported value -7.7% vs Q1 2026
4positions
100.0%in top 10
0 new 0 added 0 reduced 1 sold out vs Q1 2026

This report includes the holdings of 2 other managers that share the investment decisions:

Shares in two reports are counted once in each security's totals.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#SecurityTickerShares Value% of portfolioChangeShares change
1 EVERGY INC COM EVRG EVRG 2,657,473 $229.7m77.24% 77.24% UnchangedShares held: Q3 2025 2.7m, Q4 2025 2.7m, Q1 2026 2.7m, Q2 2026 2.7m
2 NRG ENERGY INC COM NEW NRG NRG 342,250 $50.0m16.81% 16.81% UnchangedShares held: Q3 2025 342.2k, Q4 2025 342.2k, Q1 2026 342.2k, Q2 2026 342.2k
3 5E ADVANCED MATERIALS INC COM NEW FEAM FEAM 12,130,997 $16.9m5.67% 5.67% UnchangedShares held: Q3 2025 7.6m, Q4 2025 8.1m, Q1 2026 12.1m, Q2 2026 12.1m
4 VERDE CLEAN FUELS INC CLASS A COM VGAS VGAS 800,000 $816.0k0.27% 0.27% UnchangedShares held: Q3 2025 800.0k, Q4 2025 800.0k, Q1 2026 800.0k, Q2 2026 800.0k

Sold out since Q1 2026

SecurityTickerShares held beforeValue then
RILEY EXPLORATION PERMIAN IN REPX REPX 990,000 $36.1m990.0k shares