Filed: 8/11/2025ACC: 0001172661-25-003009
📋 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 $411.07M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
6
Positions
$411.07M
Total AUM (reported)
17.90M
Total Shares
Allocation by class
COM$301.79M73.4%
COM NEW$81.35M19.8%
ORD SHS$25.19M6.1%
CLASS A COM$2.75M0.7%
Portfolio Concentration
Top 3$356.74M86.8%
4–10$54.33M13.2%
Top 3 weight
86.8%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 17.90M
Sole
Full voting authority
17.90M
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$183.18M
44.56%
Sole
2.66M
Shared
0.00
None
0.00
RILEY EXPLORATION PERMIAN IN
SOLEShares4.52M
TypeSH
Market value$118.61M
28.85%
Sole
4.52M
Shared
0.00
None
0.00
NRG ENERGY INC
SOLEShares342.25K
TypeSH
Market value$54.96M
13.37%
Sole
342.25K
Shared
0.00
None
0.00
5E ADVANCED MATERIALS INC
SOLEShares7.50M
TypeSH
Market value$26.39M
6.42%
Sole
7.50M
Shared
0.00
None
0.00
MAC COPPER LIMITED
SOLEShares2.08M
TypeSH
Market value$25.19M
6.13%
Sole
2.08M
Shared
0.00
None
0.00
VERDE CLEAN FUELS INC
SOLEShares800K
TypeSH
Market value$2.75M
0.67%
Sole
800K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
EVERGY INCSOLE | COM | 2.66M | SH | $183.18M 44.56% | 2.66M | 0.00 | 0.00 |
RILEY EXPLORATION PERMIAN INSOLE | COM | 4.52M | SH | $118.61M 28.85% | 4.52M | 0.00 | 0.00 |
NRG ENERGY INCSOLE | COM NEW | 342.25K | SH | $54.96M 13.37% | 342.25K | 0.00 | 0.00 |
5E ADVANCED MATERIALS INCSOLE | COM NEW | 7.50M | SH | $26.39M 6.42% | 7.50M | 0.00 | 0.00 |
MAC COPPER LIMITEDSOLE | ORD SHS | 2.08M | SH | $25.19M 6.13% | 2.08M | 0.00 | 0.00 |
VERDE CLEAN FUELS INCSOLE | CLASS A COM | 800K | SH | $2.75M 0.67% | 800K | 0.00 | 0.00 |