Every material Form 8-K Clearway Energy, Inc. (Class C) filed with the SEC in 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Clearway Energy reported third-quarter 2026 revenue of $522 million, up from $429 million a year earlier, and net income of $123 million, up from $60 million. The company reaffirmed its 2026 CAFD guidance of $430 million to $470 million and set a 2027 CAFD guidance range of $520 million to $590 million. Net income attributable to Clearway Energy, Inc. fell to $51 million from $232 million, so shareholder-level earnings were lower.
Q3 2026 revenue $522 million vs. $429 million in Q3 2025; Adjusted EBITDA $435 million vs. $385 million
Net income attributable to Clearway Energy, Inc. was $51 million ($0.42 per share) vs. $232 million ($1.97 per share) a year earlier
2026 CAFD guidance reaffirmed at $430 million to $470 million; 2027 CAFD guidance set at $520 million to $590 million
Board declared a quarterly dividend of $0.4824 per share payable December 15, 2026, to holders of record as of December 1, 2026
Clearway Energy filed an 8-K furnishing an operational update presentation with operating data for the three and nine months ended September 30, 2026, covering its wind, solar and flexible generation fleet. The company said observed resource in 3Q 2026 was in line with the forecasts underlying its revised 2026 financial guidance, issued August 5, 2026, but the filing does not report revenue, earnings or guidance changes.
3Q 2026 Plant Availability was 91% for wind, 97% for solar and 94% for Flexible Generation.
Total Wind net capacity was 3,569 MW and Total Solar net capacity was 3,249 MW.
Wind Compensable Generation was 2,424 GWh in 3Q 2026, and the wind Performance Index was 98%.
The company attributed Midwest and East Wind availability shortfalls to small projects using discontinued wind OEM technology, which are being addressed.
Clearway Energy subsidiary Honeycomb 2 Purchaser LLC agreed on October 1, 2026 to acquire interests in three battery energy storage projects in Utah from an affiliate of Clearway Energy Group for a base price of about $119 million in cash, subject to adjustments. The projects, about 210 megawatts in total, are still in development, and closing is expected in the fourth quarter of 2027, subject to conditions.
Base purchase price of approximately $119 million in cash, subject to adjustments tied to a financial model with minimum economic thresholds.
Three battery storage projects (Escalante BESS II, Escalante BESS III, Granite Mountain BESS West) totaling about 210 megawatts in Beaver and Iron counties, Utah.
Closing expected during the fourth quarter of 2027, subject to customary conditions and third-party actions.
Filing does not include financial results or earnings impact of the transaction.
Clearway Energy subsidiary Swan Purchaser LLC agreed on September 23, 2026 to buy membership interests in Swan TargetCo LLC from an affiliate of Clearway Energy Group for a base price of about $230 million in cash, subject to adjustments. Swan TargetCo will indirectly own Swan Solar, which is developing a 650-megawatt solar facility in Bates County, Missouri, and the deal is expected to close in the third quarter of 2028 subject to conditions.
Base purchase price of approximately $230 million in cash, subject to adjustments tied to a financial model with minimum economic thresholds
Swan Solar is developing and constructing a solar photovoltaic facility with about 650 megawatts of installed capacity in Bates County, Missouri
Closing expected during the third quarter of 2028, subject to customary conditions and third-party actions
Seller is Swan CE Seller LLC, an affiliate of Clearway Energy Group LLC; Purchaser will hold 100% of Target Company class A units at closing
Clearway Energy, Inc. said CFO Sarah Rubenstein will move to a new role at Clearway Energy Group LLC effective October 1, 2026, and Steven Ryder, currently CFO of Clearway Energy Group, will succeed her as CFO of the company. The company also appointed Samantha Prout as senior vice president, accounting and controller, effective September 8, 2026. The filing reports no financial results or guidance; the changes concern the leadership of the company's finance and accounting functions, and Clearway Energy Group held approximately 54.88% of the combined voting power as of June 30, 2026.
Sarah Rubenstein transitions out of her role as CFO effective October 1, 2026, and will become Head of the Transformation Office at Clearway Energy Group LLC.
Steven Ryder, EVP and CFO of Clearway Energy Group since September 2018, becomes CFO of Clearway Energy, Inc. effective October 1, 2026, and keeps his Clearway Energy Group role.
Samantha Prout, formerly Chief Accounting Officer and Controller at Amicus Therapeutics, joins as SVP, Accounting and Controller effective September 8, 2026, and succeeds Rubenstein as principal accounting officer.
Prout will receive a one-time cash sign-on bonus of $50,000.
On August 6, 2026, Clearway Energy entered an equity distribution agreement allowing it to sell up to $100 million of Class C common stock through five agents over time at market prices. The company says proceeds may fund general corporate purposes, including repaying or refinancing debt, working capital, capital expenditures and acquisitions, so shareholders could see dilution if shares are sold.
Program size: up to $100,000,000 aggregate sales price of Class C common stock
Agents named: Wells Fargo Securities, Morgan Stanley, BofA Securities, Citigroup Global Markets and J.P. Morgan Securities
Shares to be issued under a prospectus supplement dated August 6, 2026, to a Form S-3 shelf registration that became effective on August 6, 2026
The filing does not state that any shares have been sold
Clearway Energy reported second-quarter 2026 net income of $30 million, up from $12 million a year earlier, and Adjusted EBITDA of $409 million, up from $343 million. The company lowered its full-year 2026 Cash Available for Distribution (CAFD) guidance to a range of $430 million to $470 million, citing factors outlined in its mid-July operational preview. Shareholders get a mix of higher reported earnings and a weaker outlook for 2026 cash available for distribution.
Q2 2026 net income $30 million vs. $12 million in Q2 2025; Adjusted EBITDA $409 million vs. $343 million; CAFD $167 million vs. $152 million
2026 full-year CAFD guidance revised to $430 million to $470 million
Quarterly dividend of $0.4750 per Class C share declared August 4, 2026, payable September 15, 2026, to holders of record as of September 1, 2026
Total liquidity of $985 million at June 30, 2026, down $76 million from December 31, 2025, primarily due to growth investments
Clearway Energy released an operational update for the three and six months ended June 30, 2026, reporting that second-quarter Compensable Generation was lower than the volumes needed to reach the midpoint of its FY2026 financial guidance. Wind and solar output was about 5% below expectations, driven by weaker wind resource in CAISO and ERCOT linked to the El Niño / Southern Oscillation pattern, which points to lower generation-based results for shareholders.
Wind and Solar segments produced approximately 5% fewer GWh than expected in 2Q 2026.
Wind resource measured 87% of P-50 expectations in CAISO and 98% in ERCOT for the year to date.
2Q 2026 Plant Availability was 99% for Solar, 97% for Flexible Generation and 92% for Wind.
Year-to-date 2026 Compensable Generation reflects the low end of the quarterly range noted in the Q1 2026 earnings presentation.
Clearway Energy said its executive vice president, general counsel and corporate secretary, Kevin P. Malcarney, will retire effective June 1, 2026, and Michael A. Brown will succeed him in the role. The filing also discloses separation benefits for Malcarney, including a lump-sum cash payment of approximately $711,845, which is a leadership change with a defined cost rather than a change to reported financial results.
Kevin P. Malcarney retires as executive vice president, general counsel and corporate secretary effective June 1, 2026; he remains a non-executive employee through June 26, 2026.
Michael A. Brown, previously vice president, assistant general counsel and corporate secretary at The New York Times Company, succeeds him as senior vice president, general counsel and corporate secretary effective June 1, 2026.
Separation benefits include a pro-rated 2026 annual bonus, continued vesting of equity awards, and a lump-sum cash payment of approximately $711,845, conditioned on a general release of claims.
Clearway Energy reported first-quarter 2026 total operating revenues of $354 million, up from $298 million a year earlier, and Adjusted EBITDA of $257 million, up from $252 million. Net loss attributable to Clearway Energy, Inc. was $163 million, or $1.35 per share, compared with $3 million, or $0.02 per share, in the first quarter of 2025. The company reaffirmed its 2026 CAFD guidance of $470 million to $510 million.
Total operating revenues $354 million vs. $298 million in Q1 2025
Net loss attributable to Clearway Energy, Inc. $163 million ($1.35 per share) vs. $3 million ($0.02 per share)
Adjusted EBITDA $257 million vs. $252 million; cash available for distribution $70 million vs. $77 million
2026 full-year CAFD guidance of $470 million to $510 million reaffirmed; quarterly dividend of $0.4676 per share payable June 15, 2026
Clearway Energy stockholders approved an amended charter on April 29, 2026, at the Annual Meeting. Each Class A share converts into one Class C share at 12:01 a.m. Eastern Time on May 1, 2026, and the company no longer has any Class A common stock. The filing says the change simplifies the public share class structure and that Clearway Energy Group LLC placed 41,678,637 Class B shares into a voting trust designed to preserve the public stockholders' relative voting power.
Stockholders approved the charter amendment and all other proposals at the April 29, 2026 Annual Meeting; final results will be reported in this 8-K.
Each Class A common share converts into one Class C common share at 12:01 a.m. Eastern Time on May 1, 2026; stockholders need not take action.
Clearway Energy Group LLC deposited 41,678,637 Class B shares into a Voting Trust with Wilmington Trust, National Association, as voting trustee.
Under the Voting Trust Agreement, the trustee votes trust shares in the same proportion as votes cast by all other stockholders.
On April 1, 2026, Clearway Energy and its subsidiaries signed a Third Amended and Restated Exchange Agreement. The change lets CEG Unitholders exchange Class B units for Class C common stock instead of Class A common stock, on a one-for-one basis. The filing does not state financial results or a dollar effect, so its direct impact on shareholders is not quantified.
Agreement dated April 1, 2026 amends and restates the Second Amended and Restated Exchange Agreement dated October 28, 2024.
Class B units of Clearway Energy LLC may now be exchanged for Class C common stock rather than Class A common stock.
Exchanges remain one-for-one, and a corresponding number of Class B common stock shares will be extinguished.
Clearway Energy reported full-year 2025 revenue of $1,429 million, up from $1,371 million, and Adjusted EBITDA of $1,217 million, up from $1,146 million. Its consolidated net loss widened to $231 million from $63 million, although net income attributable to the company rose to $169 million, or $1.43 per share, from $88 million, or $0.75 per share. The company reaffirmed its 2026 CAFD guidance of $470 million to $510 million.
Full-year 2025 revenue was $1,429 million versus $1,371 million in 2024; Adjusted EBITDA was $1,217 million versus $1,146 million.
Net loss was $231 million versus $63 million in 2024, while net income attributable to Clearway Energy was $169 million, or $1.43 per share, versus $88 million, or $0.75 per share.
Cash Available for Distribution (CAFD) was $430 million versus $425 million in 2024; 2026 CAFD guidance of $470 million to $510 million was reaffirmed.
Total liquidity was $1,061 million at December 31, 2025, down $269 million from 2024; the company closed $600 million of 2034 senior notes in January 2026.
Clearway Energy Operating LLC, a subsidiary of Clearway Energy, Inc., completed a $600 million offering of 5.750% senior unsecured notes maturing January 15, 2034, under an indenture dated January 13, 2026. The notes add $600 million of direct debt obligations for the company, and the filing describes covenants limiting liens and certain mergers or asset transfers.
Principal amount: $600 million of 5.750% senior notes due January 15, 2034
Interest payable January 15 and July 15 each year, beginning July 15, 2026
Optional redemption: up to 40% at 105.750% from equity offerings before January 15, 2029; cash redemption at 100% plus make-whole premium before that date
Sold to qualified institutional buyers under Rule 144A and non-U.S. persons under Regulation S; trustee is CSC Delaware Trust Company
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Clearway Energy, Inc. (Class C) filing is on SEC EDGAR ↗. 8-K briefs of other companies →