Filed: 11/14/2025ACC: 0001172661-25-004792
📋 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 $430.71M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
6
Positions
$430.71M
Total AUM (reported)
17.87M
Total Shares
Allocation by class
COM$320.89M74.5%
COM NEW$81.94M19.0%
ORD SHS$25.44M5.9%
CLASS A COM$2.44M0.6%
Portfolio Concentration
Top 3$376.32M87.4%
4–10$54.39M12.6%
Top 3 weight
87.4%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 17.87M
Sole
Full voting authority
17.87M
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$202.02M
46.90%
Sole
2.66M
Shared
0.00
None
0.00
RILEY EXPLORATION PERMIAN IN
SOLEShares4.38M
TypeSH
Market value$118.87M
27.60%
Sole
4.38M
Shared
0.00
None
0.00
NRG ENERGY INC
SOLEShares342.25K
TypeSH
Market value$55.43M
12.87%
Sole
342.25K
Shared
0.00
None
0.00
5E ADVANCED MATERIALS INC
SOLEShares7.60M
TypeSH
Market value$26.51M
6.16%
Sole
7.60M
Shared
0.00
None
0.00
MAC COPPER LIMITED
SOLEShares2.08M
TypeSH
Market value$25.44M
5.91%
Sole
2.08M
Shared
0.00
None
0.00
VERDE CLEAN FUELS INC
SOLEShares800K
TypeSH
Market value$2.44M
0.57%
Sole
800K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
EVERGY INCSOLE | COM | 2.66M | SH | $202.02M 46.90% | 2.66M | 0.00 | 0.00 |
RILEY EXPLORATION PERMIAN INSOLE | COM | 4.38M | SH | $118.87M 27.60% | 4.38M | 0.00 | 0.00 |
NRG ENERGY INCSOLE | COM NEW | 342.25K | SH | $55.43M 12.87% | 342.25K | 0.00 | 0.00 |
5E ADVANCED MATERIALS INCSOLE | COM NEW | 7.60M | SH | $26.51M 6.16% | 7.60M | 0.00 | 0.00 |
MAC COPPER LIMITEDSOLE | ORD SHS | 2.08M | SH | $25.44M 5.91% | 2.08M | 0.00 | 0.00 |
VERDE CLEAN FUELS INCSOLE | CLASS A COM | 800K | SH | $2.44M 0.57% | 800K | 0.00 | 0.00 |