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    Peter Thiel reportedly put 72% of his public portfolio into energy and power

    The post lists Argentine shale holding VIST at 18.1% and power producer VST at 14.1%, alongside utilities and a 0.9% position it describes as a small modular reactor bet.

    TA
    1 Source, 19d ago, first seen 19d ago

    TLDR

    A September 12, 2026 post claims energy and power account for 72% of Peter Thiel’s public portfolio. Its breakdown lists VIST at 18.1%, VST at 14.1%, AEP at 10.1%, DTE at 9.6%, FE at 9.5%, CMS at 9.4% and XE at 0.9%. The author frames the holdings as four ways to invest in the same constraint: generation, fuel, regulated utilities and next-generation nuclear.

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    1 Source, first seen 19d ago

    Combined views

    251.9K

    1 Source, first seen 19d ago

    2K likes
    2K likes
    41 comments
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    194 reposts

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    41 comments
    3.2K saves
    194 reposts

    Sentiment

    Positive——Negative

    Summary

    Not enough discussion yet.

    No sentiment analysis available yet.

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    1 Source

    @InTheAssemblyPeter Thiel just put 72% of his public portfolio into energy and power. Here’s the full list: VIST 18.1% Argentine shale in Vaca Muerta. Second biggest position in the whole book. VST 14.1% Independent power producer with nuclear and direct data centre contracts. AEP 10.1% Regulated utility with one of the largest contracted data centre pipelines in the country. DTE 9.6% Midwest utility feeding industrial and AI demand. FE 9.5% Transmission heavy. The wires side of the buildout. CMS 9.4% Another regulated utility, sized almost identically to the rest. XE 0.9% Small modular reactors. Tiny position, but that's the nuclear bet. Generation, fuel, regulated utilities and next generation nuclear. 4 different ways to own the same constraint.

    1 Source

    @InTheAssemblyPeter Thiel just put 72% of his public portfolio into energy and power. Here’s the full list: VIST 18.1% Argentine shale in Vaca Muerta. Second biggest position in the whole book. VST 14.1% Independent power producer with nuclear and direct data centre contracts. AEP 10.1% Regulated utility with one of the largest contracted data centre pipelines in the country. DTE 9.6% Midwest utility feeding industrial and AI demand. FE 9.5% Transmission heavy. The wires side of the buildout. CMS 9.4% Another regulated utility, sized almost identically to the rest. XE 0.9% Small modular reactors. Tiny position, but that's the nuclear bet. Generation, fuel, regulated utilities and next generation nuclear. 4 different ways to own the same constraint.