1y return+16.6%S&P 500 +20.9%
3y return+65.4%S&P 500 +68.5%
5y return+73.8%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2017: $269 against $280 in the S&P 500.2
Bluescape Energy Partners LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| EVRGEvergy Inc | $229.7M | 77.2% | |
| NRGNrg Energy Inc | $50.0M | 16.8% | |
| FEAM5e Advanced Materials Inc | $16.9M | 5.7% | |
| VGASVerde Clean Fuels Inc | $816K | 0.3% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NRGNrg Energy Inc | June 30, 2020 | +348.6% | $50.0M |
| EVRGEvergy Inc | June 30, 2021 | +43.0% | $229.7M |
| FEAM5e Advanced Materials Inc | March 31, 2025 | −63.7% | $16.9M |
| VGASVerde Clean Fuels Inc | March 31, 2023 | −84.9% | $816K |
Sold off last quarter
- REPXRiley Exploration Permian In was $36.1M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +2.4% | +14.8% |
| March 31, 2026 | +12.7% | −4.6% |
| December 31, 2025 | −4.3% | +2.4% |
| September 30, 2025 | +5.6% | +7.8% |
| June 30, 2025 | +8.1% | +10.5% |
| March 31, 2025 | +2.3% | −4.6% |
| December 31, 2024 | +3.5% | +2.1% |
| September 30, 2024 | +8.6% | +5.4% |
| June 30, 2024 | −1.8% | +4.0% |
| March 31, 2024 | +15.5% | +10.0% |
| December 31, 2023 | +8.4% | +11.2% |
| September 30, 2023 | −7.1% | −3.6% |
| June 30, 2023 | −1.9% | +8.3% |
| March 31, 2023 | +11.4% | +7.0% |
| December 31, 2022 | +11.0% | +7.1% |
| September 30, 2022 | −9.9% | −5.3% |
| June 30, 2022 | −2.5% | −16.5% |
| March 31, 2022 | −1.3% | −4.9% |
| December 31, 2021 | +2.2% | +10.7% |
| September 30, 2021 | −2.1% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Bluescape Energy Partners LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1629283&type=13F-HR&dateb=&owner=include&count=40CIK 1629283
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1629283/000117266126003516/Filed August 14, 2026 · accession 0001172661-26-003516