Filed: 5/15/2025ACC: 0001172661-25-002025
📋 What this filing means
BLUESCAPE ENERGY PARTNERS LLC filed this quarterly 13F‑HR report disclosing 6 equity positions with a total reported market value of $432.70M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
6
Positions
$432.70M
Total AUM (reported)
18.25M
Total Shares
Allocation by class
COM$315.13M72.8%
COM NEW$95.01M22.0%
ORD SHS$19.87M4.6%
CLASS A COM$2.68M0.6%
Portfolio Concentration
Top 3$381.43M88.2%
4–10$51.27M11.8%
Top 3 weight
88.2%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 18.25M
Sole
Full voting authority
18.25M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole6
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings6
Rows:
EVERGY INC
SOLEShares2.66M
TypeSH
Market value$183.23M
42.35%
Sole
2.66M
Shared
0.00
None
0.00
RILEY EXPLORATION PERMIAN IN
SOLEShares4.52M
TypeSH
Market value$131.90M
30.48%
Sole
4.52M
Shared
0.00
None
0.00
NRG ENERGY INC
SOLEShares694.50K
TypeSH
Market value$66.30M
15.32%
Sole
694.50K
Shared
0.00
None
0.00
5E ADVANCED MATERIALS INC
SOLEShares7.50M
TypeSH
Market value$28.71M
6.64%
Sole
7.50M
Shared
0.00
None
0.00
MAC COPPER LIMITED
SOLEShares2.08M
TypeSH
Market value$19.87M
4.59%
Sole
2.08M
Shared
0.00
None
0.00
VERDE CLEAN FUELS INC
SOLEShares800K
TypeSH
Market value$2.68M
0.62%
Sole
800K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
EVERGY INCSOLE | COM | 2.66M | SH | $183.23M 42.35% | 2.66M | 0.00 | 0.00 |
RILEY EXPLORATION PERMIAN INSOLE | COM | 4.52M | SH | $131.90M 30.48% | 4.52M | 0.00 | 0.00 |
NRG ENERGY INCSOLE | COM NEW | 694.50K | SH | $66.30M 15.32% | 694.50K | 0.00 | 0.00 |
5E ADVANCED MATERIALS INCSOLE | COM NEW | 7.50M | SH | $28.71M 6.64% | 7.50M | 0.00 | 0.00 |
MAC COPPER LIMITEDSOLE | ORD SHS | 2.08M | SH | $19.87M 4.59% | 2.08M | 0.00 | 0.00 |
VERDE CLEAN FUELS INCSOLE | CLASS A COM | 800K | SH | $2.68M 0.62% | 800K | 0.00 | 0.00 |