Peter Thiel just put 72 percent of his public portfolio into energy and power – Here’s the full list

Peter 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%…

— The Assembly (@InTheAssembly) September 12, 2026

Peter 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.