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Pickering Energy Partners LP

CIK:0001979670
Asset Manager
$1B AUM
7 holdings
Houston, TX, United States
Founded:2004
60 employees
Latest filing:Jun 30, 2025

Pickering Energy Partners LP is an energy-focused financial services firm headquartered in Houston, Texas. Founded in 2004, the firm specializes in investment banking, capital markets, consulting, research, and investments within the energy industry, spanning both traditional energy and the energy transition. PEP serves corporate clients, institutions, and sophisticated investors, leveraging decades of experience and a multidisciplinary team to provide strategic advisory, transaction support, and portfolio management. The firm and its affiliates are SEC-registered investment advisers and broker-dealers, employing approximately 60 people as of 2025.

Investment Strategy

Pickering Energy Partners employs a fundamental, research-driven investment strategy focused on both public and private markets in the energy sector, including oil, gas, and the energy transition. The firm seeks to identify opportunities across commodity and market cycles, emphasizing concentrated equity exposure, private equity, and joint ventures in upstream assets. The team leverages deep industry expertise and extensive networks, with a philosophy prioritizing guidance, long-term value creation, and positive community impact.

Top Buys
V
VSTVISTRA CORP
+$543.9K
C
CEGCONSTELLATION ENERGY CORP
+$529.9K
S
SOCSABLE OFFSHORE CORP
-$277.5K
C
CRGYCRESCENT ENERGY COMPANY
-$253.2K
P
PRPERMIAN RESOURCES CORP
+$136.2K
Top Sells
V
VGVENTURE GLOBAL INC
-$927.0K
B
BTUPEABODY ENERGY CORP
-$555.5K
F
FANGDIAMONDBACK ENERGY INC
-$519.6K
C
CNRCORE NATURAL RESOURCES INC
-$501.1K
V
VTLEVITAL ENERGY INC
-$424.4K

Top Holdings

V
VSTVISTRA CORP
+23.8%$969.0K
C
CEGCONSTELLATION ENERGY CORP
+23.1%$939.2K
E
EQTEQT CORP
+17.6%$717.3K
E
EXEEXPAND ENERGY CORPORATION
+17.1%$695.8K
S
SOCSABLE OFFSHORE CORP
+11.9%$483.6K

Equity Positions (7)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
V
VST
VISTRA CORP23.81%$969.0K5,000$138.52$193.81+$543.9K
C
CEG
CONSTELLATION ENERGY CORP23.08%$939.2K2,910$238.26$322.76+$529.9K
E
EQT
EQT CORP17.62%$717.3K12,300$41.42$58.32+$17.4K
E
EXE
EXPAND ENERGY CORPORATION17.09%$695.8K5,950$111.32$116.94-$5.5K
S
SOC
SABLE OFFSHORE CORP11.88%$483.6K22,000$20.21$21.98-$277.5K

Industry Allocation

ELECTRIC SERVICES
+46.9%
CRUDE PETROLEUM & NATURAL GAS
+41.2%
BLANK CHECKS
+11.9%