---
schema_version: "secwatch.filing_event.v1"
accession: "0001193125-25-192292"
form_type: "8-K"
ticker: "PHXE-P"
cik: "0001818643"
company_name: "Phoenix Energy One, LLC"
filed_at: "2025-08-29T23:59:59+00:00"
generated_at: "2026-05-17T09:16:42.774637+00:00"
event_type: "other_material"
sentiment: "positive"
materiality_score: 0.75
calibrated_materiality_score: 0.75
confidence: "high"
source: SEC EDGAR
---

# Phoenix Energy launches $75M preferred share IPO with 10% dividend, seeking NYSE listing

## Summary
- Phoenix Energy launches IPO of up to 3.75M Series A Preferred Shares at $20/share to raise up to $75M.
- Dividend escalates: 10% annual yrs 1-3, 10.5% yr 4, 11% yr 5+ based on $25 liquidation preference.
- Offering via Regulation A+; non-accredited investors eligible with limit of 10% of income/net worth; min $1,000.
- Listing on NYSE American under symbol PHXE.P is a condition to close; SEC qualified the offering on Aug 27, 2025.

## SEC filing metadata
- accession: 0001193125-25-192292
- form_type: 8-K
- ticker: PHXE-P
- cik: 0001818643
- company_name: Phoenix Energy One, LLC
- filed_at: 2025-08-29T23:59:59+00:00
- event_type: other_material
- sentiment: positive
- materiality_score: 0.75
- calibrated_materiality_score: 0.75
- confidence: high
- sec_items: 8.01, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1818643/000119312525192292/0001193125-25-192292-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1818643/000119312525192292/d72420d8k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001193125-25-192292
- JSON: https://secwatch.observer/filing/0001193125-25-192292.json
- Plain text: https://secwatch.observer/filing/0001193125-25-192292.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.