{"filings":[{"id":1895556,"accession_number":"0001603145-26-000028","cik":1603145,"company_name":"XPLR Infrastructure, LP","ticker":"XIFR","form_type":"8-K","filed_at":"2026-07-28T11:34:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"XPLR Infrastructure Q2 net income $38M, adj. EBITDA $523M, FCFBG $257M; reaffirms FY guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q2 net income $38M; adjusted EBITDA $523M; free cash flow before growth $257M.","Completed first minimum buyout of CEPF 5 for ~$150M; fully repaid $500M convertible notes with available cash.","Approximately 50% of planned 2026 repowerings completed; formed battery storage JVs with NextEra Energy Resources.","Reaffirms 2026 adjusted EBITDA guidance of $1.75B-$1.95B and FCFBG of $600M-$700M."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":1041710000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":94012,"accession_number":"0001603145-26-000015","cik":1603145,"company_name":"XPLR Infrastructure, LP","ticker":"XIFR","form_type":"8-K","filed_at":"2026-05-07T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"XPLR Infrastructure Q1 net income $33M, adj. EBITDA $435M; reaffirms 2026 guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q1 2026 net income attributable to XPLR Infrastructure $33M; adjusted EBITDA $435M.","Free cash flow before growth $89M, down YoY due to ~$74M incremental interest from $1.75B unsecured notes issued March 2025.","Completed ~30% of planned 2026 repowerings; battery storage co-investment with NextEra Energy Resources (49% interest in 4 projects, ~200 MW by end 2027).","2026 guidance reaffirmed: adj. EBITDA $1.75B-$1.95B, FCFBG $600M-$700M.","CEO Alan Liu cites solid start and focus on capital structure simplification."],"consensus_eps_estimate":null,"consensus_eps_actual":0.35,"consensus_revenue_estimate":null,"consensus_revenue_actual":275000000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":1041710000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":94011,"accession_number":"0001603145-26-000013","cik":1603145,"company_name":"XPLR Infrastructure, LP","ticker":"XIFR","form_type":"8-K","filed_at":"2026-04-10T23:59:59+00:00","items":["2.03"],"status":"ready","headline":"XPLR Infrastructure subsidiaries borrow $232M under senior secured term loan facility","summary_kind":"llm","event_type":"debt","confidence":"medium","bullets":["Indirect subsidiaries borrowed ~$232 million on April 10, 2026 under a limited-recourse senior secured variable rate term loan.","Approximately $27 million remains available under the facility, subject to specified conditions.","Borrowing is under Item 2.03; no details on maturity, interest rate, or use of proceeds provided."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":1041710000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":94010,"accession_number":"0001603145-26-000011","cik":1603145,"company_name":"XPLR Infrastructure, LP","ticker":"XIFR","form_type":"8-K","filed_at":"2026-04-07T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"XPLR Infrastructure launches $300M at-the-market equity issuance program","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Renewed ATM program allows sale of up to $300M in common units through Barclays, KeyBanc, and Scotia Capital.","Program effective April 7, 2026; units offered under existing S-3 shelf registration (No. 333-294702).","Agents may act as sales agents or as principal; distribution agency agreement filed as Exhibit 1.","No specific use of proceeds stated; proceeds expected for general corporate purposes as is typical."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":1041710000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":106063,"accession_number":"0001603145-26-000009","cik":1603145,"company_name":"XPLR Infrastructure, LP","ticker":"XIFR","form_type":"8-K","filed_at":"2026-03-27T23:59:59+00:00","items":["2.03","7.01"],"status":"ready","headline":"XPLR commits ~$315M for 49% stake in 4 battery storage JVs; renews $300M ATM program","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Borrowed ~$174M under limited-recourse senior secured variable rate term loan; $376M remains available.","Exercised co-investment options to acquire 49% equity in four battery storage JVs; total commitment ~$315M.","Funding from sale of interconnection assets to NextEra Energy Resources or JVs.","Intends to renew ATM program for up to $300M in common units to support liquidity."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":1041710000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":106062,"accession_number":"0001603145-26-000004","cik":1603145,"company_name":"XPLR Infrastructure, LP","ticker":"XIFR","form_type":"8-K","filed_at":"2026-02-10T23:59:59+00:00","items":["1.01","2.02","2.03","9.01"],"status":"ready","headline":"XPLR Q4 adj EBITDA $396M; cuts revolver to $1.25B, 2031 maturity; battery co-invest with NextEra","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 net income $29M, adj EBITDA $396M, FCFBG $111M.","FY2025 net loss $28M, adj EBITDA $1.878B, FCFBG $746M.","Revolver size reduced from $2.45B to $1.25B; maturity extended to 2031; incremental commitments up to $2.0B.","Repowering plan expanded to ~2.1 GW through 2030; 1.3 GW already completed.","Interconnection sale $45M; co-invest up to 49% in 400MW battery storage, net corporate capital zero."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":1188000000.0,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":1041710000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":122360,"accession_number":"0001603145-25-000065","cik":1603145,"company_name":"XPLR Infrastructure, LP","ticker":"XIFR","form_type":"8-K","filed_at":"2025-12-19T23:59:59+00:00","items":["2.03","7.01"],"status":"ready","headline":"XPLR Infrastructure subsidiary enters $550M loan; subsidiaries borrow $169M","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Glenn Holdings (subsidiary) into $550M limited-recourse senior secured variable rate loan, maturing Dec 2030.","Loan secured by assets/equity of Glenn Holdings and subsidiaries holding 544 MW renewable energy projects.","On Dec 18, 2025, indirect subsidiaries borrowed $169M under two similar facilities; $105M remains available.","XPLR states financings align with its 2025-2026 financing plan outlined in Q3 2025 earnings materials."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":1041710000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":122359,"accession_number":"0001603145-25-000062","cik":1603145,"company_name":"XPLR Infrastructure, LP","ticker":"XIFR","form_type":"8-K","filed_at":"2025-11-21T23:59:59+00:00","items":["2.03","9.01"],"status":"ready","headline":"XPLR Infrastructure subsidiary issues $750M of 7.750% senior notes due 2034","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["XPLR OpCo issued $750M aggregate principal amount of 7.750% senior unsecured notes maturing April 15, 2034.","Interest payable semi-annually on April 15 and October 15, commencing April 15, 2026.","Make-whole redemption prior to April 15, 2029; after, step-down redemption prices from 103.875% to par.","Up to 40% may be redeemed with equity proceeds at 107.750% before April 2029, if 50% remains outstanding.","Notes are unsecured and unconditionally guaranteed by XPLR and XPLR Infrastructure US Partners Holdings."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":1041710000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":122358,"accession_number":"0001603145-25-000059","cik":1603145,"company_name":"XPLR Infrastructure, LP","ticker":"XIFR","form_type":"8-K","filed_at":"2025-11-12T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"XPLR Infrastructure prices $750M of 7.750% senior unsecured notes due 2034","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["XPLR OpCo priced $750M of 7.750% senior unsecured notes due 2034; net proceeds ~$740M.","Expected closing Nov. 21, 2025; proceeds to general funds for tender offer on 3.875% notes due 2026 and refinancing convertible notes.","Notes fully guaranteed by XPLR Infrastructure, LP and subsidiary; private offering under Rule 144A/Reg S.","Proceeds may also fund improvements, clean energy investments, or short-term instruments."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":1041710000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":122357,"accession_number":"0001603145-25-000056","cik":1603145,"company_name":"XPLR Infrastructure, LP","ticker":"XIFR","form_type":"8-K","filed_at":"2025-11-12T23:59:59+00:00","items":["7.01","8.01","9.01"],"status":"ready","headline":"XPLR launches $750M notes due 2034, tender for 2026 notes; TTM adj. EBITDA $1.97B","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Offering $750M senior unsecured notes due 2034 via XPLR OpCo; proceeds to fund tender for 3.875% notes due 2026 and refinance debt.","Tender offer for any and all 3.875% senior notes due 2026 at $997.10/$1,000; expires Nov 18, 2025; conditioned on bond offering.","TTM Sept 2025 adjusted EBITDA $1.97B; free cash flow before growth $786M; HoldCo CADS $830M.","Sept 22, 2025 sale of Meade pipeline; pro forma adj. EBITDA $1.86B, FCFBG $712M, CADS $768M.","Earnings calls to resume in 2026, starting with Q4 2025 results expected Feb 2026."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":1041710000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":122356,"accession_number":"0001603145-25-000053","cik":1603145,"company_name":"XPLR Infrastructure, LP","ticker":"XIFR","form_type":"8-K","filed_at":"2025-11-04T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"XPLR Infrastructure Q3 net loss $37M; adjusted EBITDA $455M flat YoY","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net loss attributable to XPLR of $37M; adjusted EBITDA $455M flat YoY; FCFBG $179M down 5%.","Closed sale of Meade pipeline investment; used proceeds to reduce project-level debt and convertible equity financing.","Completed ~960 MW of repowering toward 1.6 GW program; reduced planned 2025-2026 HoldCo debt issuance by $250M.","Reaffirms 2025 adjusted EBITDA guidance $1.85B-$2.05B; 2026 adjusted EBITDA $1.75B-$1.95B, FCFBG $600-700M."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.6,"consensus_revenue_estimate":null,"consensus_revenue_actual":939000000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":1041710000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":139057,"accession_number":"0001603145-25-000046","cik":1603145,"company_name":"XPLR Infrastructure, LP","ticker":"XIFR","form_type":"8-K","filed_at":"2025-09-24T23:59:59+00:00","items":["2.01","9.01"],"status":"ready","headline":"XPLR completes sale of Meade pipeline investment for $1.1B cash to Ares Management affiliates","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Total cash consideration of approximately $1.1B from sale of interests in Meade Pipeline Co and Redwood Meade Midstream.","Proceeds used to repay $822M in project-related debt and $208M buyout of noncontrolling interests in XPLR Pipelines.","Pro forma balance sheet as of June 30, 2025 shows total debt reduced from $6.6B to $5.8B and equity decreased slightly.","Sale closed on September 22, 2025; previously disclosed agreement dated August 7, 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":1041710000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":139056,"accession_number":"0001603145-25-000042","cik":1603145,"company_name":"XPLR Infrastructure, LP","ticker":"XIFR","form_type":"8-K","filed_at":"2025-08-11T23:59:59+00:00","items":["1.01","9.01"],"status":"ready","headline":"XPLR Infrastructure to sell pipeline assets to Ares Management for $1.1B","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["XPLR subsidiaries to sell 100% of Meade Pipeline Co interests and a 15% indirect interest in Meade to Ares affiliates.","Total cash consideration of approximately $1.1 billion, subject to adjustment for accrued lease payments.","Transaction expected to close by end of Q3 2025, subject to HSR antitrust approval and customary conditions.","Sale includes natural gas pipeline assets in Pennsylvania operated by Transcontinental Gas Pipe Line Company."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":1041710000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":139055,"accession_number":"0001603145-25-000038","cik":1603145,"company_name":"XPLR Infrastructure, LP","ticker":"XIFR","form_type":"8-K","filed_at":"2025-08-07T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"XPLR reports Q2 adj. EBITDA $557M, FCFBG $261M; signs $1.078B Meade pipeline sale","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q2 2025 net income $79M; adjusted EBITDA $557M (in line YoY); FCFBG $261M (+6% YoY).","Signed definitive agreement to sell Meade pipeline investment for ~$1,078M; expects close by end of Q3.","Completed ~740MW of repowering (47% of 1.6GW program); secured >$1B project financing YTD.","Reaffirmed FY2025 adj. EBITDA guidance $1.85-2.05B; FY2026 adj. EBITDA $1.75-1.95B, FCFBG $600-700M."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.2,"consensus_revenue_estimate":null,"consensus_revenue_actual":624000000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":1041710000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":156578,"accession_number":"0001603145-25-000032","cik":1603145,"company_name":"XPLR Infrastructure, LP","ticker":"XIFR","form_type":"8-K","filed_at":"2025-06-30T23:59:59+00:00","items":["2.03","7.01"],"status":"ready","headline":"XPLR subsidiaries close ~$338M in project-level debt financing for renewable assets","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Clark Holdings borrowed $254M fully drawn; Lewis Holdings drew ~$84M of a $172M facility.","Both variable-rate senior secured loans mature June 2030; interest and principal payments start in H2 2025.","Loans secured by renewable energy projects totaling ~830 MW combined net generating capacity.","Interest rate swaps executed concurrently to hedge variable rate exposure on both loans.","Financings align with XPLR's previously communicated 2025-2026 financing plan."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":1041710000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":156577,"accession_number":"0001603145-25-000025","cik":1603145,"company_name":"XPLR Infrastructure, LP","ticker":"XIFR","form_type":"8-K","filed_at":"2025-05-08T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"XPLR Infrastructure Q1 net loss $98M; adj. EBITDA $471M, reaffirms 2025-26 targets","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net loss $98M includes non-cash goodwill impairment; adjusted EBITDA $471M (+2% YoY).","Free cash flow before growth (FCFBG) $194M, roughly flat year-over-year.","Issued $1.75B senior unsecured notes; completed buyout of XPLR Renewables II convertible equity portfolio financing in April.","Reaffirms 2025 adjusted EBITDA $1.85B-$2.05B and 2026 $1.75B-$1.95B; no 2025 FCFBG guidance.","Meade pipeline investment being evaluated for potential sale; proceeds to repay associated debt."],"consensus_eps_estimate":null,"consensus_eps_actual":-1.05,"consensus_revenue_estimate":null,"consensus_revenue_actual":282000000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":1041710000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":156576,"accession_number":"0001603145-25-000021","cik":1603145,"company_name":"XPLR Infrastructure, LP","ticker":"XIFR","form_type":"8-K","filed_at":"2025-04-24T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"XPLR unitholders elect all four director nominees, ratify auditor, approve say-on-pay","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Directors elected: Susan D. Austin (85.9%), Robert J. Byrne (86.1%), John W. Ketchum (66.4%), Peter H. Kind (86.5%).","Ratification of Deloitte & Touche as auditor for 2025: 98.1% votes cast in favor.","Advisory vote on executive compensation approved: 90.8% votes cast in favor.","Broker non-votes of 31,617,530 units on director election and say-on-pay proposals."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.15,"market_cap_usd":1041710000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":174995,"accession_number":"0001603145-25-000018","cik":1603145,"company_name":"XPLR Infrastructure, LP","ticker":"XIFR","form_type":"8-K","filed_at":"2025-03-31T23:59:59+00:00","items":["2.03","9.01"],"status":"ready","headline":"XPLR subsidiary issues $1.75B in senior unsecured notes at 8.375%-8.625%","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["XPLR OpCo issued $825M of 8.375% senior notes due 2031 and $925M of 8.625% senior notes due 2033.","Notes are unsecured obligations guaranteed by XPLR Infrastructure, LP and XPLR US Holdings.","2031 notes mature Jan 2031, interest semi-annual; 2033 notes mature Mar 2033.","Redemption terms include make-whole premium prior to certain dates, then step-down prices.","Issuance date: March 25, 2025; reported via 8-K on March 31, 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":1041710000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":174994,"accession_number":"0001603145-25-000016","cik":1603145,"company_name":"XPLR Infrastructure, LP","ticker":"XIFR","form_type":"8-K","filed_at":"2025-03-21T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"XPLR Infrastructure prices $1.75B senior notes at 8.375% and 8.625%","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["$1.75B aggregate: $825M 8.375% notes due 2031 and $925M 8.625% notes due 2033.","Net proceeds ~$1.724B to fund repowering capex and repay 0.00% convertible notes due Nov 2025 and revolver debt.","Notes fully guaranteed by XPLR Infrastructure, LP and XPLR US Holdings; offering closes March 25, 2025.","Proceeds also for buyout of noncontrolling interests and general corporate purposes."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":1041710000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":174993,"accession_number":"0001603145-25-000013","cik":1603145,"company_name":"XPLR Infrastructure, LP","ticker":"XIFR","form_type":"8-K","filed_at":"2025-03-20T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"XPLR Infrastructure announces $1.4B senior notes offering to fund repowering, repay 2025 convertible notes","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Offering of $1,400M in senior unsecured notes due 2031 and 2033 by subsidiary XPLR OpCo.","Proceeds to fund repowering capex, repay 0.00% convertible notes due Nov 2025, and buyout class B interests.","Securities class action lawsuit dismissed without prejudice on March 17, 2025; plaintiff may refile.","Notes offered privately under Rule 144A and Regulation S; not registered with SEC."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":1041710000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":174992,"accession_number":"0001603145-25-000009","cik":1603145,"company_name":"XPLR Infrastructure, LP","ticker":"XIFR","form_type":"8-K","filed_at":"2025-03-17T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"XPLR Infrastructure director Kujawa to retire May 22; controller May resigns, Gough appointed","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Rebecca Kujawa notified her retirement from the Board, effective May 22, 2025.","James M. May, Controller, resigned effective May 22, 2025, to take a new role at NextEra Energy (NEE).","William J. Gough appointed Controller, effective May 22, 2025; previously VP FP&A at NEE.","Michael H. Dunne appointed to the Board effective May 22, 2025, succeeding Kujawa; also Treasurer of NEE and FPL."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":1041710000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":174991,"accession_number":"0001603145-25-000003","cik":1603145,"company_name":"XPLR Infrastructure, LP","ticker":"XIFR","form_type":"8-K","filed_at":"2025-01-28T23:59:59+00:00","items":["1.01","2.02","5.02","5.03","8.01","9.01"],"status":"ready","headline":"XPLR Infrastructure (f/k/a NextEra Energy Partners) appoints new CEO and CFO, amends Genesis Solar buyout agreement","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Partnership renamed from NextEra Energy Partners, LP to XPLR Infrastructure, LP effective Jan 23, 2025.","CEO John Ketchum, President Rebecca Kujawa, and CFO Brian Bolster resigned; Alan Liu appointed CEO/President and Jessica Geoffroy CFO on Jan 27, 2025.","XPLR Member obtained option to extend buyout of Genesis Solar Class B interests from Dec 2030 to Dec 2034, with conditions including ~$945M NEP Renewables II purchase by June 2025.","Partnership announced Q4 and full-year 2024 financial results via news release on Jan 28, 2025.","Risk factors related to repowering, development, and reliance on clean energy incentives were filed with the 8-K."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.9,"calibrated_materiality_score":0.9,"market_cap_usd":1041710000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":191961,"accession_number":"0001603145-24-000021","cik":1603145,"company_name":"XPLR Infrastructure, LP","ticker":"XIFR","form_type":"8-K","filed_at":"2024-10-23T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"NextEra Energy Partners Q3 net loss $40M; CAFD $155M; distribution up 6%; wind repowering target raised to 1.9 GW","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q3 net loss $40M; adjusted EBITDA $453M; cash available for distribution $155M.","Quarterly distribution declared $0.9175/unit ($3.67 annualized), up ~6% YoY.","Wind repowering target increased to ~1.9 GW through 2026 from prior 1.3 GW; new 225 MW repowerings announced.","Run-rate adjusted EBITDA for 2025 from year-end 2024 portfolio expected $1.9B-$2.1B.","Plans to complete convertible equity portfolio financing and cost of capital review by January 2025."],"consensus_eps_estimate":0.2805,"consensus_eps_actual":0.97,"consensus_revenue_estimate":null,"consensus_revenue_actual":936000000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl+finnhub","sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":1041710000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":208414,"accession_number":"0001603145-24-000015","cik":1603145,"company_name":"XPLR Infrastructure, LP","ticker":"XIFR","form_type":"8-K","filed_at":"2024-07-24T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"NextEra Energy Partners Q2 net income $62M, distribution raised 6% to $0.905/unit","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Adjusted EBITDA $560M; cash available for distribution (CAFD) $220M.","Quarterly distribution declared $0.9050/unit (annualized $3.62), payable Aug 14 to holders of record Aug 6.","Targets 5-8% distribution growth through at least 2026; current 6% target does not require a 2024 acquisition.","FY2024 year-end run-rate adjusted EBITDA guided $1.9-2.1B, CAFD $730-820M.","Evaluating alternatives to improve cost of capital and address remaining convertible equity portfolio obligations."],"consensus_eps_estimate":0.8798,"consensus_eps_actual":1.41,"consensus_revenue_estimate":null,"consensus_revenue_actual":617000000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl+finnhub","sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":1041710000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":226097,"accession_number":"0001603145-24-000012","cik":1603145,"company_name":"XPLR Infrastructure, LP","ticker":"XIFR","form_type":"8-K","filed_at":"2024-05-06T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"NextEra Energy Partners CFO T. Kirk Crews II resigns; Brian W. Bolster appointed as Director and CFO","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["T. Kirk Crews II resigned as Director and CFO effective May 6, 2024, to become EVP and Chief Risk Officer of NextEra Energy, Inc.","Brian W. Bolster, age 52, appointed as Director and CFO effective May 6, 2024; will serve as principal financial officer.","Bolster previously served at Goldman Sachs as Partner Managing Director, Head of Natural Resources Investment Banking (Americas) for nearly 25 years.","Bolster is an employee of NextEra Energy, Inc. and will not receive compensation from NEP for his Board service.","His prior roles at Goldman Sachs included Global Co-Head of Power, Utility and Infrastructure Investment Banking (Americas) until September 2020."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":1041710000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":226096,"accession_number":"0001603145-24-000007","cik":1603145,"company_name":"XPLR Infrastructure, LP","ticker":"XIFR","form_type":"8-K","filed_at":"2024-04-23T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"NextEra Energy Partners Q1 net income $70M; reaffirms 6% distribution growth target through 2026","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q1 net income $70M; adjusted EBITDA $462M; CAFD $164M.","Quarterly distribution $0.8925/unit (annualized $3.57), up 6% YoY; payable May 15.","Plans to repower additional ~100 MW of wind facilities; total announced ~1,085 MW toward 1.3 GW target.","No acquisition needed in 2024; no growth equity required until 2027; payout ratio mid-90s through 2026.","Run-rate outlook: 2025 CAFD $730M-$820M; adjusted EBITDA $1.9B-$2.1B from year-end 2024 portfolio."],"consensus_eps_estimate":null,"consensus_eps_actual":0.0,"consensus_revenue_estimate":null,"consensus_revenue_actual":257000000.0,"consensus_period":"2024-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":1041710000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":245180,"accession_number":"0001603145-24-000002","cik":1603145,"company_name":"XPLR Infrastructure, LP","ticker":"XIFR","form_type":"8-K","filed_at":"2024-01-25T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"NextEra Energy Partners Q4 net income $112M; introduces 2024 run-rate EBITDA $1.9-2.1B","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 adjusted EBITDA $454M, CAFD $86M; FY adjusted EBITDA $1.875B (+13.6% YoY), CAFD $689M.","Declares quarterly distribution $0.88/unit ($3.52 annualized), a 6% increase, payable Feb 14.","Completed sale of Texas natural gas pipeline portfolio; proceeds to address equity buyouts.","Plans to repower ~245 MW of wind (total ~985 MW) through 2026.","2024 run-rate guidance: adj. EBITDA $1.9-2.1B, CAFD $730-820M; no acquisition needed for 6% growth."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":1078000000.0,"consensus_period":"2023-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":1041710000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":262625,"accession_number":"0001603145-23-000056","cik":1603145,"company_name":"XPLR Infrastructure, LP","ticker":"XIFR","form_type":"8-K","filed_at":"2023-12-29T23:59:59+00:00","items":["1.01","2.01","3.03","9.01"],"status":"ready","headline":"NextEra Energy Partners completes sale of Texas pipelines to Kinder Morgan for $1.815B","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Sold Texas natural gas pipeline assets to Kinder Morgan subsidiary for total cash consideration of approximately $1.815 billion.","NEP will recognize a gain on disposal; taxable gain allocated to NEE Equity via newly created Class P units of NEP OpCo.","NEP OpCo LP agreement amended to create Class P units issued to NEE Equity for tax allocation purposes.","Pro forma financials show removal of pipeline revenues; net income attributable to NEP reduced by ~$25M for nine months ended Sep 30, 2023.","Cash proceeds used partly to pay off $376M project debt and buy out STX Midstream membership interests for $201M."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":1041710000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":262624,"accession_number":"0001603145-23-000051","cik":1603145,"company_name":"XPLR Infrastructure, LP","ticker":"XIFR","form_type":"8-K","filed_at":"2023-12-18T23:59:59+00:00","items":["2.03","9.01"],"status":"ready","headline":"NEP subsidiary issues $750M of 7.250% senior notes due 2029","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["NextEra Energy Operating Partners, LP issued $750M in 7.250% senior unsecured notes maturing January 15, 2029.","Interest payable semi-annually on January 15 and July 15, starting July 15, 2024.","Notes are guaranteed by NEP and NextEra Energy US Partners Holdings, LLC on a senior unsecured basis.","Redemption allowed at make-whole premium before October 15, 2028; thereafter at par plus accrued interest.","Issued under existing indenture dated September 25, 2017, with supplemental officer's certificate."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":1041710000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":262623,"accession_number":"0001603145-23-000049","cik":1603145,"company_name":"XPLR Infrastructure, LP","ticker":"XIFR","form_type":"8-K","filed_at":"2023-12-05T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"NEP prices $750M 7.25% senior unsecured notes due 2029 to refinance near-term debt","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["$750M principal of 7.25% senior unsecured notes due Jan 15, 2029, issued by NEP OpCo.","Net proceeds ~$740M after discount and expenses; closing expected Dec 15, 2023.","Proceeds to repay 4.25% senior notes due July 2024 and Sept 2024, plus revolver borrowings.","Notes guaranteed by NextEra Energy Partners, LP and NEP US Holdings on senior unsecured basis.","Offering is private (Rule 144A/Reg S), not registered under Securities Act."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":1041710000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":262622,"accession_number":"0001603145-23-000039","cik":1603145,"company_name":"XPLR Infrastructure, LP","ticker":"XIFR","form_type":"8-K","filed_at":"2023-10-24T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"NextEra Energy Partners Q3 net income $53M; raises distribution 6%, plans 740 MW wind repowering","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q3 net income $53M; adjusted EBITDA $488M; CAFD $247M.","Quarterly distribution raised 6% to $0.8675/unit ($3.47 annualized), payable Nov 14, record Nov 6.","Plans to repower ~740 MW of wind facilities through 2026, funded by tax equity or project debt.","Pipeline sale process continuing; proceeds expected to cover equity buyouts through 2025; completed $402M STX buyout via revolvers.","2023 run-rate guidance: adj. EBITDA $1.9-2.1B, CAFD $730-820M; no growth equity needed until 2027."],"consensus_eps_estimate":null,"consensus_eps_actual":0.96,"consensus_revenue_estimate":null,"consensus_revenue_actual":1018000000.0,"consensus_period":"2023-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":1041710000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":262621,"accession_number":"0001603145-23-000036","cik":1603145,"company_name":"XPLR Infrastructure, LP","ticker":"XIFR","form_type":"8-K","filed_at":"2023-10-04T23:59:59+00:00","items":["2.03"],"status":"ready","headline":"NEP US Holdings draws $140M revolver to fund STX Midstream Class B buyout; total buyout now 75%","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Drew $140M under existing revolver on Sept 28, 2023 to fund purchase of 25% Class B interests in STX Midstream.","Purchase price for the 25% stake was ~$201M, combined with cash on hand.","Total buyout of originally issued Class B interests in STX Midstream now 75%.","As of Oct 4, outstanding revolver balance is ~$545M.","NEP intends to sell Texas natural gas pipeline assets and use proceeds to repay the draw."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":1041710000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":279819,"accession_number":"0001603145-23-000029","cik":1603145,"company_name":"XPLR Infrastructure, LP","ticker":"XIFR","form_type":"8-K","filed_at":"2023-07-25T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"NextEra Energy Partners Q2 net income $49M, distribution up 12% YoY, reaffirms outlook","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q2 net income $49M; adjusted EBITDA $486M; cash available for distribution $200M.","Completed acquisition of ~690 MW renewable projects from NextEra Energy Resources; portfolio now >10,000 MW.","Launched sale of Texas natural gas pipeline portfolio, on track to close by year-end 2023; proceeds to retire near-term convertible equity financings.","Declared quarterly distribution of $0.8540/unit ($3.42 annualized), ~12% growth YoY.","Outlook: distribution growth 12-15% through 2026; Q4 2023 annualized rate $3.64-$3.74; EBITDA run-rate $2.22B-$2.42B, CAFD $770M-$860M."],"consensus_eps_estimate":null,"consensus_eps_actual":0.38,"consensus_revenue_estimate":null,"consensus_revenue_actual":650000000.0,"consensus_period":"2023-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":1041710000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":279818,"accession_number":"0001603145-23-000026","cik":1603145,"company_name":"XPLR Infrastructure, LP","ticker":"XIFR","form_type":"8-K","filed_at":"2023-07-06T23:59:59+00:00","items":["2.03"],"status":"ready","headline":"NEP indirect subsidiary closes $330M term loan for 688 MW renewable acquisition","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Acquired 688 MW wind/solar portfolio for $566M cash, plus $142M assumed debt and $165M noncontrolling interests.","Drew $530M under revolving credit facility to partly fund the acquisition.","Borrowed $330M term loan (2028 maturity, variable rate) to repay portion of revolver.","Term loan is secured by assets and equity of borrower's subsidiaries owning 492 MW projects.","Entered interest rate swap to hedge term loan interest payments."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":1041710000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":298277,"accession_number":"0001603145-23-000023","cik":1603145,"company_name":"XPLR Infrastructure, LP","ticker":"XIFR","form_type":"8-K","filed_at":"2023-05-15T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"NextEra Energy Partners discloses insider trading plan for FPL CEO to buy $250k in units","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Armando Pimentel, CEO of Florida Power & Light (NextEra subsidiary), adopted a 10b5-1 trading plan.","Plan authorizes purchase of up to $250,000 of NEP common units on or after August 10, 2023.","Purchases will be executed by a broker at market prices; Pimentel has no control over timing."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.2,"market_cap_usd":1041710000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":298276,"accession_number":"0001603145-23-000020","cik":1603145,"company_name":"XPLR Infrastructure, LP","ticker":"XIFR","form_type":"8-K","filed_at":"2023-05-12T23:59:59+00:00","items":["1.01","3.03","8.01","9.01"],"status":"ready","headline":"NEP suspends IDR fees through 2026, plans natural gas pipeline asset sales to fund buyouts","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["IDR fee suspended for four years starting Jan 1, 2023 through Dec 31, 2026, retaining more cash for distributions.","Plans to sell natural gas pipeline assets; proceeds to purchase noncontrolling Class B interests in South Texas Midstream, NEP Renewables II, and NextEra Energy Partners Pipelines.","Asset sale proceeds also intended to finance growth through 2024; risk factor filed if sale fails or proceeds insufficient.","If sale unsuccessful, NEP may need alternative capital sources, potentially impacting growth and buyouts."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":1041710000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":298275,"accession_number":"0001603145-23-000013","cik":1603145,"company_name":"XPLR Infrastructure, LP","ticker":"XIFR","form_type":"8-K","filed_at":"2023-04-25T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"NextEra Energy Partners Q1 net loss $14M; acquires 690 MW renewable portfolio, distribution up 15% YoY","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net loss attributable to NEP of $14M; adjusted EBITDA $447M, CAFD $156M.","LP distributions per unit grew approximately 15% year-over-year.","Announced acquisition of ~690 MW long-term contracted operating renewable projects from NextEra Energy Resources.","Completed 50% buyout of STX Midstream convertible equity portfolio financing."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.17,"consensus_revenue_estimate":null,"consensus_revenue_actual":301000000.0,"consensus_period":"2023-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":1041710000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":318522,"accession_number":"0001603145-23-000010","cik":1603145,"company_name":"XPLR Infrastructure, LP","ticker":"XIFR","form_type":"8-K","filed_at":"2023-03-29T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"NextEra Energy Partners establishes $500M at-the-market common unit offering program","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["NEP may sell up to $500M of common units through an ATM program with nine agents.","Agents include Barclays, BofA, Citigroup, Goldman Sachs, J.P. Morgan, Morgan Stanley, Scotia, Truist, and Wells Fargo.","Units will be issued under NEP's existing S-3 shelf registration (No. 333-270508).","Program effective March 29, 2023; sales occur from time to time at market prices.","Potential dilution for existing unitholders depending on number of units sold."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":1041710000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":318521,"accession_number":"0001603145-23-000008","cik":1603145,"company_name":"XPLR Infrastructure, LP","ticker":"XIFR","form_type":"8-K","filed_at":"2023-03-14T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"NextEra Energy Partners intends to renew $500M ATM equity program after prior exhaustion","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Prior ATM program fully exhausted as of March 13, 2023; no units remain available for issuance.","NEP intends to renew ATM program to sell up to $500 million in common units to support liquidity and capital needs.","Renewal is subject to market conditions and will be executed through an at-the-market offering program."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":1041710000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":318520,"accession_number":"0001603145-23-000003","cik":1603145,"company_name":"XPLR Infrastructure, LP","ticker":"XIFR","form_type":"8-K","filed_at":"2023-01-25T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"NEP reports Q4 net income $35M, CAFD $74M; extends 12-15% distribution growth through 2026","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 2022 net income $35M; adjusted EBITDA $360M; CAFD $74M.","FY 2022 net income $477M; adjusted EBITDA $1.65B; CAFD $634M.","Distribution per unit grew ~15% YoY; 12-15% growth outlook extended through 2026.","Completed multiple accretive acquisitions and low-cost financings during 2022."],"consensus_eps_estimate":null,"consensus_eps_actual":5.62,"consensus_revenue_estimate":null,"consensus_revenue_actual":1211000000.0,"consensus_period":"2022-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":1041710000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":336769,"accession_number":"0001603145-22-000053","cik":1603145,"company_name":"XPLR Infrastructure, LP","ticker":"XIFR","form_type":"8-K","filed_at":"2022-12-21T23:59:59+00:00","items":["1.01","9.01"],"status":"ready","headline":"NEP closes $710M initial sale of 69% Class B interests in NEP Renewables IV to OTPP","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Initial funding of ~$710M for ~69% noncontrolling Class B membership interests in NEP Renewables IV.","Final funding of ~$178M for additional ~17% Class B interests expected by Q3 2023.","NEP has buyout option from 5th to 10th anniversary at fixed pre-tax annual return of ~6.9%.","If no minimum buyout by 6.5 years, OTPP's distribution allocation rises to 99%.","Buyout may be paid in NEP non-voting common units at market price, cash, or a combination."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":1041710000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":336768,"accession_number":"0001603145-22-000051","cik":1603145,"company_name":"XPLR Infrastructure, LP","ticker":"XIFR","form_type":"8-K","filed_at":"2022-12-13T23:59:59+00:00","items":["2.03","8.01","3.02","9.01"],"status":"ready","headline":"NextEra Energy Partners draws $775M revolver; issues $500M of 2.50% convertible notes due 2026","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Drew $775M under revolver on Dec 9, 2022; outstanding balance now $920M. Proceeds for renewable acquisition closing.","Issued $500M in 2.50% convertible senior notes due June 15, 2026; net proceeds ~$488.8M after discount.","Initial conversion price ~$94.93 per unit (20% premium); capped calls raise effective conversion price to ~$118.67 (50% premium).","Used $31.1M of note proceeds for capped call transactions; notes are unsecured and guaranteed by NEP OpCo.","Entered registration rights agreement to register common units issuable upon conversion."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":1041710000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":336767,"accession_number":"0001603145-22-000048","cik":1603145,"company_name":"XPLR Infrastructure, LP","ticker":"XIFR","form_type":"8-K","filed_at":"2022-12-08T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"NextEra Energy Partners prices $500M 2.50% convertible senior notes due 2026","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Notes carry 2.50% annual interest, semi-annual payments; mature June 15, 2026.","Initial conversion premium of ~20% over Dec. 7 closing price of $79.11/unit.","Net proceeds ~$488.8M to fund portion of 1,080-MW renewable portfolio acquisition.","Capped call transactions entered with lower strike $94.93 and cap $118.67 per unit.","Offering expected to close Dec. 12, 2022; guaranteed by NextEra Energy Operating Partners."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":1041710000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":336766,"accession_number":"0001603145-22-000044","cik":1603145,"company_name":"XPLR Infrastructure, LP","ticker":"XIFR","form_type":"8-K","filed_at":"2022-12-07T23:59:59+00:00","items":["7.01","8.01","9.01"],"status":"ready","headline":"NEP offers $500M 2.50% convertible notes due 2026; draws $775M revolver for acquisition","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Offers $500M aggregate principal of 2.50% convertible senior notes due 2026 in private placement to QIBs.","Notes fully and unconditionally guaranteed by NextEra Energy Operating Partners, LP.","Net proceeds to fund $1.08GW renewable portfolio acquisition, repay revolver draw, and pay capped call costs.","$775M drawn under revolving credit facility on Dec 5, 2022 to ensure cash for closing the acquisition.","Capped call transactions expected to reduce potential dilution upon conversion of notes."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":1041710000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":336765,"accession_number":"0001603145-22-000042","cik":1603145,"company_name":"XPLR Infrastructure, LP","ticker":"XIFR","form_type":"8-K","filed_at":"2022-11-23T23:59:59+00:00","items":["1.01","9.01"],"status":"ready","headline":"NEP to acquire $805M wind/solar portfolio from NEER; OTPP invests $805M for Class B interests","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Purchase agreement to acquire 49% controlling interest in Emerald Breeze (1.5 GW portfolio) and 100% of three operating wind projects (347 MW total) for ~$805M.","NEP will assume ~$1.5B in existing noncontrolling interests; acquisition expected to close by year-end 2022.","OTPP to invest $805M for 78% of Class B membership interests in NEP Renewables IV; NEP retains 22% and consolidates.","Initial funding of ~$645M in Q4 2022, final ~$160M by Q3 2023; NEP has buyout right with ~7% return to OTPP.","Projects include 1,029 MW Great Prairie Wind, 172 MW Appaloosa Run Wind, 111 MW Eight Point Wind, and 125 MW solar+storage Yellow Pine."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":1041710000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":336764,"accession_number":"0001603145-22-000036","cik":1603145,"company_name":"XPLR Infrastructure, LP","ticker":"XIFR","form_type":"8-K","filed_at":"2022-10-28T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"NextEra Energy Partners Q3 net income $79M, adj. EBITDA $377M, distribution up 15% YoY","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q3 2022 net income attributable to NEP $79M; adjusted EBITDA $377M; CAFD $185M.","LP distributions per unit grew approximately 15% year-over-year.","Completed acquisition of ~230-MW, 4-hour battery storage project from NextEra Energy Resources.","Year-end 2023 run-rate adjusted EBITDA expected ~23% higher, CAFD ~12% higher vs prior year-end midpoint."],"consensus_eps_estimate":null,"consensus_eps_actual":5.25,"consensus_revenue_estimate":null,"consensus_revenue_actual":945000000.0,"consensus_period":"2022-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":1041710000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":354150,"accession_number":"0001603145-22-000029","cik":1603145,"company_name":"XPLR Infrastructure, LP","ticker":"XIFR","form_type":"8-K","filed_at":"2022-07-22T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"NextEra Energy Partners Q2 net income $219M, CAFD $207M; distribution +15% YoY","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q2 net income $219M; adjusted EBITDA $500M; CAFD $207M, in line with expectations.","LP distributions per unit grew approximately 15% year-over-year.","Executed agreement to modify incentive distribution rights fees.","Reaffirms target of 12%-15% LP distribution growth through at least 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":4.33,"consensus_revenue_estimate":null,"consensus_revenue_actual":643000000.0,"consensus_period":"2022-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":1041710000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":372033,"accession_number":"0001603145-22-000026","cik":1603145,"company_name":"XPLR Infrastructure, LP","ticker":"XIFR","form_type":"8-K","filed_at":"2022-06-14T23:59:59+00:00","items":["1.01","7.01","9.01"],"status":"ready","headline":"NextEra Energy Partners caps IDR fees at $39.25M/qtr; boosts 2022 run-rate EBITDA/CAFD guidance","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["IDR fee capped at $39.25M/quarter ($157M/year) if quarterly distributions >= $0.7625/unit ($3.05 annualized).","Extends distribution growth target of 12-15% annually through at least 2025 from Q4 2021 base of $2.83/unit.","Raises year-end 2022 run-rate adjusted EBITDA guidance to $1.785B-$1.985B and CAFD to $685M-$775M.","New IDR cap reduces future fee burden; prior structure had no cap and could rise with distribution growth."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":1041710000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":372032,"accession_number":"0001603145-22-000023","cik":1603145,"company_name":"XPLR Infrastructure, LP","ticker":"XIFR","form_type":"8-K","filed_at":"2022-06-02T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"NextEra Energy Partners upsizes revolver to $2.5B, expands aggregate capacity to $3.25B","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Revolver increased from $1.25B to $2.5B; total commitment capacity up to $3.25B including incremental commitments.","Interest benchmark transitions from LIBOR to SOFR; facility fees and applicable rates tied to OpCo leverage ratio.","Amendment restates existing credit agreement; loan parties include NEP OpCo and its subsidiary, guaranteed by NEP.","Revolving credit facility secured by liens on certain assets of NEP OpCo's direct subsidiary."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":1041710000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":372031,"accession_number":"0001603145-22-000021","cik":1603145,"company_name":"XPLR Infrastructure, LP","ticker":"XIFR","form_type":"8-K","filed_at":"2022-04-26T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"NextEra Energy Partners launches $300M at-the-market equity offering program","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["NEP entered Distribution Agency Agreement with Barclays, BofA, Goldman Sachs & Scotia Capital.","Program allows sale of common units up to $300M aggregate sales price through agents or as principal.","Issuances will be made under existing effective shelf registration statement (333-258199).","No immediate sales reported; program provides flexible capital-raising capacity.","ATM program may dilute existing unitholders if fully utilized."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":1041710000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":"2022-04-26T23:59:59+00:00|372031"}