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  • Roger S. Conrad

Portfolio News and Moves

By Peter Staas on Feb. 14, 2018

Despite the recent take-unders of 8Point3 Energy Partners LP (NSDQ: CAFD) and NRG Yield (NYSE: NYLD), we remain bullish on fellow yieldco NextEra Energy Partners LP (NYSE: NEP) for its capacity to grow its payout in the mid-teens annually and doesn’t find itself encumbered by a distressed sponsor.

NextEra Energy (NYSE: NEE) has stepped up to the plate repeatedly to support NextEra Energy Partners, restructuring its incentive distribution rights and taking additional equity in the yieldco to eliminate its need to issue equity on the public market.

The yieldco increased its dividend by 3.2 percent sequentially and has new projects that will add $50 million in cash available for distribution. Management extended its target for annual dividend growth of 12 to 15 percent through 2022.

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      Founder and Chief Analyst: Capitalist Times and Energy & Income Advisor