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.
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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