Nextera Energy Partners, Lp
Market Movers (8-K)
XPLR Infrastructure, LP announced solid second-quarter 2026 financial results, including $38 million in net income and $523 million in adjusted EBITDA, while also completing a $150 million minimum buyout and fully repaying $500 million in convertible notes.
XPLR Infrastructure, LP announced first-quarter 2026 financial results, reporting net income of $33 million and adjusted EBITDA of $435 million, with progress on its repowering program and battery storage co-investment.
XPLR Infrastructure, LP announced on April 10, 2026, that its indirect subsidiaries have borrowed approximately $232 million under a new senior secured term loan facility.
Capital raise
XPLR Infrastructure, LP has entered into a Distribution Agency Agreement to renew its at-the-market equity issuance program, potentially raising up to $300 million.
Capital raise
XPLR Infrastructure, LP's subsidiaries secured a $174 million loan and committed $315 million to four battery storage joint ventures, while planning to renew its $300 million ATM equity program.
Capital raise
XPLR Infrastructure reported mixed 2025 financial results, completed its financing plan, expanded its repowering program, and announced a zero-net-capital battery storage co-investment with NextEra Energy Resources.
Capital raise
Worse than expected
Quarterly Earnings (10-Q)
XPLR Infrastructure LP reports Q2 2026 results with increased revenues driven by favorable wind conditions, despite higher operating expenses and a decrease in net cash from operations.
Capital raise
XPLR Infrastructure LP reports a net income of $33 million for Q1 2026, a significant improvement from a net loss of $328 million in Q1 2025, driven by a goodwill impairment charge reversal and favorable derivative mark-to-market activity.
Better than expected
Capital raise
XPLR Infrastructure, LP reported a significant net loss for the nine months ended September 30, 2025, primarily driven by a $253 million goodwill impairment charge, despite strategic asset sales and increased operating cash flow.
Capital raise
Worse than expected
XPLR Infrastructure reports a significant Q2 net income increase but a year-to-date loss driven by a $253 million goodwill impairment and higher interest expenses.
Capital raise
Worse than expected
XPLR Infrastructure, LP reported a net loss attributable to XPLR of $98 million for Q1 2025, primarily due to a goodwill impairment charge.
Worse than expected
NextEra Energy Partners reported a net loss for the third quarter of 2024, impacted by significant interest rate expenses, despite increased operating revenues from renewable energy sales.
Worse than expected
Annual Reports (10-K)
XPLR Infrastructure, LP outlines its 2024 performance, strategic repositioning, and future investment plans in its annual 10-K filing.
Delay expected
Worse than expected
NextEra Energy Partners, LP outlines the details of its registered securities, cash distribution policies, and partnership agreements in its latest filing.
Capital raise
Insider Trading (Form 4)
XPLR Infrastructure Director Mark E. Hickson acquired 32,232 common units through an incentive plan and disposed of 3,887 units for tax obligations.
XPLR Infrastructure's Chairman, John W. Ketchum, reported a disposition of 18,126 common units for tax withholding purposes related to restricted unit vesting.
Director Michael Dunne of XPLR Infrastructure, LP reported the acquisition of 15,135 restricted common units and the future disposition of 2,067 units for tax obligations.
XPLR Infrastructure Director Brian W. Bolster reported the acquisition of 30,199 restricted common units and the disposition of 2,793 units for tax withholding.
XPLR Infrastructure's President and CEO, Liu Songyuan Alan, disposed of 5,895 common units to cover tax withholding obligations related to vested restricted units.
XPLR Infrastructure's Chief Financial Officer, Jessica Geoffroy, reported the disposition of 710 common units to cover tax withholding obligations related to vested restricted units.
Proxy Statements (Def-14A)
XPLR Infrastructure, LP announces its 2026 Annual Meeting of Unitholders to address director elections, auditor ratification, executive compensation, and a revised long-term incentive plan.
Capital raise
DEFA14A: XPLR Infrastructure, LP Unitholders to Vote on Directors and Auditor at 2025 Annual Meeting
XPLR Infrastructure, LP is holding its annual unitholder meeting on April 22, 2025, to vote on the election of directors, ratification of the auditor, and executive compensation.
XPLR Infrastructure, LP will hold its annual meeting of unitholders on April 22, 2025, to vote on director elections, auditor ratification, and executive compensation.
NextEra Energy Partners, LP is holding its annual unitholder meeting on April 22, 2024, and has released its proxy statement for voting on key proposals.
NextEra Energy Partners will hold its annual unitholders meeting on April 22, 2024, to vote on director elections, auditor ratification, executive compensation, and a new long-term incentive plan.
Schedule 13G - Passive Investments
Morgan Stanley has filed a Schedule 13G disclosing a 7.1% beneficial ownership stake in XPLR Infrastructure, LP.
Multiple Apollo-affiliated entities have filed an amended Schedule 13G, disclaiming beneficial ownership of XPLR Infrastructure, LP Common Units.
Apollo Management Holdings GP, LLC and its affiliates have reported beneficial ownership of 5.3% of XPLR Infrastructure, LP's Common Units.
SCHEDULE: Nomura Exits XPLR Infrastructure Stake
Nomura Holdings and its subsidiary have reported a 0% beneficial ownership in XPLR Infrastructure, LP, indicating a full divestment of their previous stake.
Worse than expected
Apollo Management Holdings GP, LLC and its affiliates have reported a collective 5.3% beneficial ownership stake in XPLR Infrastructure, LP.
Nomura Holdings Inc. and its subsidiary, Nomura Global Financial Products, Inc., have disclosed a passive beneficial ownership of 6.9% in XPLR Infrastructure, LP's Common Units.