XPLR Infrastructure, LP (XIFR)

• Market cap: $862M
• 1 day: 0.66%
• 5 days: 8.47%
• 1 month: -41.65%
• 3 months: -46.64%
• 6 months: -64.07%
• Year to date: -49.28%
• 1 year: -65.10%
• 5 years: -84.56%
• 10 years: -77.53%
• Sector: Utilities
• Industry: Electric Services

About: NextEra Energy Partners LP is formed to acquire, manage, and own contracted clean energy projects. It owns interests in wind and solar projects in North America, as well as natural gas infrastructure assets in Texas. Renewable energy assets consist of wind, solar, and solar-plus-storage projects and a stand-alone battery storage project, as well as contracted natural gas pipeline assets. Renewable energy sales generate maximum revenue for the company.

Fund manager confidence

Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)

73% more call options, than puts

Call options by funds: $116M | Put options by funds: $66.9M

5% less repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 97

7% less funds holding

Funds holding: 303 [Q3] → 281 (-22) [Q4]

29% less first-time investments, than exits

New positions opened: 44 | Existing positions closed: 62

38% less capital invested

Capital invested by funds: $1.27B [Q3] → $795M (-$480M) [Q4]

50% less funds holding in top 10

Funds holding in top 10: 2 [Q3] → 1 (-1) [Q4]