XPLR Infrastructure (XIFR)
Owns contracted wind, solar, storage, and pipeline assets.
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Owns contracted wind, solar, battery-storage, and pipeline assets. Retained operating cash flow supports portfolio investment and financing buyouts under a NextEra-sponsored, affiliate-managed structure.
Owns contracted clean-energy infrastructure assets, including wind, solar, solar-plus-storage, and stand-alone battery-storage projects. The assets are located in the United States and generate cash flows under long-term contracts. A contracted Pennsylvania pipeline investment also remains part of the portfolio.
Retained operating cash flow is directed toward selected financing buyouts, investment in existing assets such as wind repowering and storage, and additional clean-energy opportunities.
Operations rely on employees of manager affiliates, including NextEra Energy and NextEra Energy Resources, rather than direct employees. The capital-allocation plan measures portfolio uses against returning capital to unitholders.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Aug 17, 2026 | Evercore ISI | Reiterate | Rating: —Target: $11 | Target: $12 |
| Jul 29, 2026 | Mizuho Securities | Target | Target: $12 | Target: $13 |
| Jul 17, 2026 | CIBC | Reiterate | Rating: —Target: $11 | Target: $12 |
| May 20, 2026 | Morgan Stanley | Reiterate | Rating: —Target: $10 | Target: $12 |
| May 11, 2026 | Evercore ISI | Target | Target: — | Target: $11 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $500.0M · Total debt $6.03B · Total assets $18.99B · Shareholders' equity $3.24B
- Revenue
- $363.0M
- Operating income
- $60.0M
- Net income
- $38.0M
HistoryDividend
| Insiders | 7.87% | 7.41M shares | |
|---|---|---|---|
| 10 holders · as of May 15, 2026 | |||
| Other | 92.13% | 86.86M shares | |
| remainder | |||
94.27M company shares as of Sep 22, 2026 · holders as of their latest filing
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
Anchorage Capital Advisors, L.P.Institution | 7.32% | 6.90M | filed Feb 17, 2026 |
Morgan StanleyInsider | 7.07% | 6.66M | filed May 15, 2026 |
Adage Capital Management, L.P.Institution | 6.63% | 6.25M | filed Aug 12, 2026 |
John W. KetchumInsiderdirector | 0.23% | 219,793 | filed Feb 18, 2026 |
Songyuan Alan LiuInsiderofficer: President and CEO | 0.13% | 118,045 | filed Feb 18, 2026 |
Insider tradesForm 4
No open-market trades in the last 12 months.
- Brookfield Renewable
Large-scale renewable asset acquisitions and operations.
- Clearway Energy
Contracted U.S. wind, solar and battery-storage asset ownership.
- AES
Utility-scale renewables, storage and long-term power agreements.
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| XPLR Infrastructure | $10.87 | +0.23% | $1.02B | 16.2 | 8.6 | 0.9 | +6.5% |
| Brookfield Renewable | $30.16 | +0.70% | $4.42B | — | — | 1.1 | +79.6% |
| Clearway Energy | $31.00 | +0.36% | $6.35B | 40.6 | 69.7 | 4.0 | +22.7% |
| AES | $14.85 | +0.13% | $10.58B | 5.6 | 7.7 | 0.8 | +19.9% |
| Median | 23.1 | 38.7 | 1.1 | +22.7% |