Welcome to our dedicated page for XPLR Infrastructure, LP SEC filings (Ticker: XIFR), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The XPLR Infrastructure, LP (NYSE: XIFR) SEC filings page provides access to the partnership’s official regulatory disclosures as filed with the U.S. Securities and Exchange Commission. XPLR Infrastructure, LP is a Delaware limited partnership headquartered in Juno Beach, Florida, with an ownership interest in a portfolio of contracted clean energy infrastructure assets, including wind, solar and battery storage projects in the U.S.
Through its Forms 8-K and other periodic reports, the partnership details material events affecting its capital structure, financing arrangements and asset base. Recent 8-K filings describe project-level limited-recourse senior secured variable rate term loan facilities entered into by indirect subsidiaries, secured by renewable energy projects with specified combined net generating capacities. Other filings outline the issuance of senior unsecured notes due 2034 by XPLR Infrastructure Operating Partners, LP, guaranteed on a senior unsecured basis by XPLR Infrastructure, LP and XPLR Infrastructure US Partners Holdings, LLC, as well as related redemption and covenant terms.
Filings also document portfolio transactions, such as the completion of a sale by indirect subsidiaries of interests in an entity holding natural gas pipeline assets in Pennsylvania, and provide pro forma financial information illustrating the effect of that sale. Regulation FD disclosures and financial information items reference the posting of quarterly financial results on the company’s website and summarize non-GAAP measures used in investor communications.
On Stock Titan, these SEC filings are paired with AI-powered summaries that highlight key terms, obligations and events, helping readers interpret complex indenture provisions, project-level financing structures and transaction disclosures. Investors researching XIFR can use this page to review 10-K and 10-Q filings when available, monitor Form 8-K current reports on financings and asset sales, and examine the evolution of guarantee agreements and name changes from the partnership’s historical identity as NextEra Energy Partners, LP.
Anchorage Capital Advisors and related entities report a significant holding in XPLR Infrastructure, LP. As of June 30, 2026, Anchorage Capital Advisors, L.P., Anchorage Advisor Holdings Management, L.P., Anchorage Advisor Holdings GP, L.L.C., individuals Yale Jacob Baron and Thibault Mathieu Gournay, and Anchorage Opportunities Advisor, L.L.C. collectively may be deemed the beneficial owners of 8,142,853 Common Units.
This position represents approximately 8.6% of XPLR Infrastructure’s outstanding Common Units, based on 94,272,795 units outstanding as of June 30, 2026. The stake includes 7,753,653 Common Units plus 389,200 Common Units that may be acquired within 60 days through stock option exercises. Voting and dispositive power over all 8,142,853 units is reported as shared among the reporting persons, with no sole voting or dispositive power. Certain funds managed by Anchorage Opportunities Advisor have the right to receive dividends and sale proceeds from these units.
Adage Capital Management, L.P., together with Robert Atchinson and Phillip Gross, reports beneficial ownership of 6,254,155 Common Units of XPLR Infrastructure, LP. This represents 6.63% of the Common Units, based on 94,272,795 units outstanding as of March 31, 2026, as reported by the partnership.
The Reporting Persons hold no sole voting or dispositive power and instead report shared voting and shared dispositive power over 6,254,155 Common Units. Adage Capital Management, L.P. is investment manager to Adage Capital Partners, L.P., which directly holds the units, and Messrs. Atchinson and Gross report their interests through various managing-member and general-partner roles, while stating that this report should not, by itself, be construed as an admission of beneficial ownership.
XPLR Infrastructure, LP reported second-quarter 2026 net income attributable to XPLR of $38 million on operating revenues of $363 million, compared with $79 million and $342 million a year earlier. Adjusted EBITDA was $523 million, and free cash flow before growth (FCFBG) was $257 million. For the first six months of 2026, net income attributable to XPLR was $71 million and adjusted EBITDA was $958 million. Basic and diluted earnings per common unit were $0.40 for the quarter. Cash and cash equivalents were $500 million at June 30, 2026, with total assets of $18,989 million and total liabilities of $8,379 million.
During the quarter, XPLR completed the first minimum buyout of CEPF 5 for approximately $150 million and fully repaid $500 million of convertible notes using available cash, as part of its capital structure simplification. Management reports that approximately 50% of planned 2026 repowerings are complete and that joint ventures for Mammoth Plains Energy Storage and Carousel Energy Storage were formed under its battery storage co-investment agreement with NextEra Energy Resources, along with completed sales of related interconnection assets and rights in July. For calendar year 2026, XPLR continues to expect adjusted EBITDA of $1.75 billion to $1.95 billion and FCFBG of $600 million to $700 million.
XPLR Infrastructure, LP Schedule 13G shows Morgan Stanley reporting beneficial ownership interest in the issuer's Common Units (CUSIP 65341B106). The filing attributes shared voting power of 4,713,639 and shared dispositive power of 6,664,798 to Morgan Stanley, representing 7.1% of the class. A related filing for Morgan Stanley Capital Services LLC lists shared dispositive power of 6,272,802, representing 6.7% of the class. The filings are joint, include Exhibits 99.1 and 99.2, and are signed by an authorized signatory on 05/15/2026.
XPLR Infrastructure, LP reported first-quarter 2026 net income attributable to XPLR of $33 million, compared with a loss a year earlier. Adjusted EBITDA was $435 million and free cash flow before growth was $89 million, reflecting higher interest expense from 2025 unsecured notes.
Operating revenues were $275 million versus $282 million in 2025, while operating income improved due to the absence of a prior-year goodwill impairment. Management said results were in line with expectations and reaffirmed 2026 guidance for adjusted EBITDA of $1.75–$1.95 billion and FCFBG of $600–$700 million.
XPLR Infrastructure, LP reported that on April 10, 2026, its indirect subsidiaries borrowed approximately $232 million under a limited-recourse senior secured variable rate term loan facility. As of the same date, about $27 million remained available to be drawn under this facility, subject to specified conditions.