Pickering Energy Partners LP
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.
Latest 13F Filing Activity
Pickering Energy Partners LP filed their most recent 13F report on Jun 30, 2025 disclosing 7 equity positions with a total 13F market value of $4M. The fund increased holdings in Vistra Corp., Constellation Energy Corp., Permian Resources Corp. among other positions. Pickering Energy Partners LP reduced exposure to Venture Global Inc., Peabody Energy Corp., Diamondback Energy Inc. among others.
Top Holdings
Equity Positions (7)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VST | VISTRA CORP | 23.81% | $969.0K | 5,000 | $138.52 | $193.81 | +$543.9K |
C CEG | CONSTELLATION ENERGY CORP | 23.08% | $939.2K | 2,910 | $238.26 | $322.76 | +$529.9K |
E EQT | EQT CORP | 17.62% | $717.3K | 12,300 | $41.42 | $58.32 | +$17.4K |
E EXE | EXPAND ENERGY CORPORATION | 17.09% | $695.8K | 5,950 | $111.32 | $116.94 | -$5.5K |
S SOC | SABLE OFFSHORE CORP | 11.88% | $483.6K | 22,000 | $20.21 | $21.98 | -$277.5K |