XPLR Infrastructure, LP (XIFR)

• Market cap: $931M
• 1 day: 1.95%
• 5 days: 1.43%
• 1 month: -1.49%
• 3 months: 17%
• 6 months: 10.73%
• Year to date: -45.49%
• 1 year: -61%
• 5 years: -82.78%
• 10 years: -62.28%
• Sector: Utilities
• Industry: Renewable Electricity

About: XPLR Infrastructure 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 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

10% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 31

0% more funds holding

Funds holding: 229 [Q1] → 229 (+0) [Q2]

2.8% less ownership

Funds ownership: 50.58% [Q1] → 47.78% (-2.8%) [Q2]

18% less capital invested

Capital invested by funds: $449M [Q1] → $369M (-$80.9M) [Q2]

21% less call options, than puts

Call options by funds: $58.6M | Put options by funds: $74M

43% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 82

100% less funds holding in top 10

Funds holding in top 10: 1 [Q1] → 0 (-1) [Q2]

Research analyst outlook

2 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $11
• Avg. target: $13.5
• High target: $16

2 analyst ratings

• positive: 1 50%
• neutral: 0 0%
• negative: 1 50%

Barclays Betty Jing	$11	Underweight Maintained	12 Aug 2025
Jefferies Julien Dumoulin-Smith	$16	Buy Maintained	9 Jul 2025