Clearway Energy, Inc. Files 2023 Annual Report on Form 10-K
Ticker: CWEN-A · Form: 10-K · Filed: Feb 22, 2024 · CIK: 1567683
| Field | Detail |
|---|---|
| Company | Clearway Energy, Inc. (CWEN-A) |
| Form Type | 10-K |
| Filed Date | Feb 22, 2024 |
| Risk Level | medium |
| Pages | 15 |
| Reading Time | 18 min |
| Key Dollar Amounts | $0.01, $850 million, $925 million, $350 million, $335 million |
| Sentiment | neutral |
Sentiment: neutral
Topics: 10-K, Clearway Energy, Financial Report, Annual Filing, Energy Sector
TL;DR
<b>Clearway Energy, Inc. has filed its 2023 annual report (10-K) detailing its financial performance and corporate information.</b>
AI Summary
Clearway Energy, Inc. (CWEN-A) filed a Annual Report (10-K) with the SEC on February 22, 2024. Clearway Energy, Inc. (CWEN-A) filed its 2023 Form 10-K on February 22, 2024. The filing covers the fiscal year ending December 31, 2023. The company was formerly known as NRG Yield, Inc. and NRG Yieldco, Inc. The filing includes financial data for the years 2023, 2022, and 2021. The company is incorporated in Delaware and headquartered in Princeton, NJ.
Why It Matters
For investors and stakeholders tracking Clearway Energy, Inc., this filing contains several important signals. This 10-K filing provides a comprehensive overview of Clearway Energy's financial health, operational performance, and strategic direction for the fiscal year 2023, which is crucial for investors to assess the company's value and future prospects. Understanding the detailed financial statements, risk factors, and executive compensation within this filing allows stakeholders to make informed investment decisions and evaluate the company's compliance with regulatory requirements.
Risk Assessment
Risk Level: medium — Clearway Energy, Inc. shows moderate risk based on this filing. The company operates in the electric services industry, which is subject to significant regulatory oversight and market fluctuations that can impact financial performance and operational stability.
Analyst Insight
Investors should review the detailed financial statements and risk factors in the 10-K to assess Clearway Energy's financial health and future growth potential.
Key Numbers
- 20231231 — Fiscal Year End (Conformed period of report)
- 20240222 — Filing Date (As of date)
- 45.07 — Value (Associated with 'Revenues' and 'CommonClassAMember' for 2023)
- 54.93 — Value (Associated with 'Revenues' and 'CommonClassCMember' for 2023)
Key Players & Entities
- Clearway Energy, Inc. (company) — Filer name
- CWEN-A (company) — Ticker symbol
- NRG Yield, Inc. (company) — Former company name
- NRG Yieldco, Inc. (company) — Former company name
- DE (company) — State of incorporation
- Princeton, NJ (company) — Business address city and state
FAQ
When did Clearway Energy, Inc. file this 10-K?
Clearway Energy, Inc. filed this Annual Report (10-K) with the SEC on February 22, 2024.
What is a 10-K filing?
A 10-K is a comprehensive annual financial report required by the SEC, covering audited financials, business operations, risk factors, and management discussion. This particular 10-K was filed by Clearway Energy, Inc. (CWEN-A).
Where can I read the original 10-K filing from Clearway Energy, Inc.?
You can access the original filing directly on the SEC's EDGAR system. The filing is publicly available and includes all exhibits and attachments submitted by Clearway Energy, Inc..
What are the key takeaways from Clearway Energy, Inc.'s 10-K?
Clearway Energy, Inc. filed this 10-K on February 22, 2024. Key takeaways: Clearway Energy, Inc. (CWEN-A) filed its 2023 Form 10-K on February 22, 2024.. The filing covers the fiscal year ending December 31, 2023.. The company was formerly known as NRG Yield, Inc. and NRG Yieldco, Inc..
Is Clearway Energy, Inc. a risky investment based on this filing?
Based on this 10-K, Clearway Energy, Inc. presents a moderate-risk profile. The company operates in the electric services industry, which is subject to significant regulatory oversight and market fluctuations that can impact financial performance and operational stability.
What should investors do after reading Clearway Energy, Inc.'s 10-K?
Investors should review the detailed financial statements and risk factors in the 10-K to assess Clearway Energy's financial health and future growth potential. The overall sentiment from this filing is neutral.
How does Clearway Energy, Inc. compare to its industry peers?
Clearway Energy, Inc. operates within the electric services industry, a sector characterized by significant capital investment, regulatory frameworks, and a growing focus on renewable energy sources.
Are there regulatory concerns for Clearway Energy, Inc.?
The electric services industry is subject to extensive regulation by federal, state, and local authorities, impacting pricing, operations, and environmental compliance.
Industry Context
Clearway Energy, Inc. operates within the electric services industry, a sector characterized by significant capital investment, regulatory frameworks, and a growing focus on renewable energy sources.
Regulatory Implications
The electric services industry is subject to extensive regulation by federal, state, and local authorities, impacting pricing, operations, and environmental compliance.
What Investors Should Do
- Review Clearway Energy's 2023 financial statements for revenue, net income, and other key performance indicators.
- Analyze the risk factors section to understand potential challenges and uncertainties facing the company.
- Examine executive compensation details to assess management incentives and alignment with shareholder interests.
Key Dates
- 2023-12-31: Fiscal Year End — End of the reporting period for the 10-K filing.
- 2024-02-22: Filing Date — Date the 10-K was officially filed with the SEC.
Year-Over-Year Comparison
This filing is the annual 10-K report for the fiscal year 2023, providing updated financial and operational data compared to previous filings.
Filing Stats: 4,496 words · 18 min read · ~15 pages · Grade level 17.5 · Accepted 2024-02-22 16:38:24
Key Financial Figures
- $0.01 — stered Class A Common Stock, par value $0.01 CWEN.A New York Stock Exchange Class C
- $850 million — ngs indicated below: 2028 Senior Notes $850 million aggregate principal amount of 4.75% uns
- $925 million — Energy Operating LLC 2031 Senior Notes $925 million aggregate principal amount of 3.75% uns
- $350 million — Energy Operating LLC 2032 Senior Notes $350 million aggregate principal amount of 3.75% uns
- $335 million — ity in an aggregate principal amount of $335 million that was repaid on May 3, 2022 CAFD A
- $1.29 billion — (a) Corporate net income includes the $1.29 billion gain on the sale of the Thermal Busines
Filing Documents
- cwen-20231231.htm (10-K) — 3715KB
- clearwayincex42910-k2023q4.htm (EX-4.29) — 71KB
- ar2013equityincentivepla.htm (EX-10.33) — 102KB
- annualincentiveplan2024.htm (EX-10.34) — 34KB
- clearwayincex21110-k2023q4.htm (EX-21.1) — 348KB
- clearwayincex23110-k2023q4.htm (EX-23.1) — 4KB
- clearwayincex31110-k2023q4.htm (EX-31.1) — 10KB
- clearwayincex31210-k2023q4.htm (EX-31.2) — 10KB
- clearwayincex3210-k2023q4.htm (EX-32) — 11KB
- recoupmentofincentivecom.htm (EX-97) — 10KB
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- 0001567683-24-000007.txt ( ) — 34685KB
- cwen-20231231.xsd (EX-101.SCH) — 109KB
- cwen-20231231_cal.xml (EX-101.CAL) — 129KB
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— Risk Factors
Item 1A — Risk Factors 14
— Unresolved Staff Comments 36
Item 1B — Unresolved Staff Comments 36
— Cybersecurity 37
Item 1C — Cybersecurity 37
— Properties 39
Item 2 — Properties 39
— Legal Proceedings 42
Item 3 — Legal Proceedings 42
— Mine Safety Disclosures 42
Item 4 — Mine Safety Disclosures 42
— Market for Registrant's Common Equity, Related Stockholder Matters and Issuer Purchases of Equity Securities 43
Item 5 — Market for Registrant's Common Equity, Related Stockholder Matters and Issuer Purchases of Equity Securities 43
— Reserved 44
Item 6 — Reserved 44
— Management's Discussion and Analysis of Financial Condition and Results of Operations 45
Item 7 — Management's Discussion and Analysis of Financial Condition and Results of Operations 45
— Quantitative and Qualitative Disclosures About Market Risk 64
Item 7A — Quantitative and Qualitative Disclosures About Market Risk 64
— Financial Statements and Supplementary Data 64
Item 8 — Financial Statements and Supplementary Data 64
— Changes in and Disagreements with Accountants on Accounting and Financial Disclosure 65
Item 9 — Changes in and Disagreements with Accountants on Accounting and Financial Disclosure 65
— Controls and Procedures 65
Item 9A — Controls and Procedures 65
— Other Information 67
Item 9B — Other Information 67
— Information about Directors, Executive Officers and Corporate Governance 68
Item 10 — Information about Directors, Executive Officers and Corporate Governance 68
— Executive Compensation 71
Item 11 — Executive Compensation 71
— Security Ownership of Certain Beneficial Owners and Management and Related Stockholder Matters 71
Item 12 — Security Ownership of Certain Beneficial Owners and Management and Related Stockholder Matters 71
— Certain Relationships and Related Transactions, and Director Independence 71
Item 13 — Certain Relationships and Related Transactions, and Director Independence 71
— Principal Accounting Fees and Services 71
Item 14 — Principal Accounting Fees and Services 71
— Exhibits, Financial Statement Schedules 72
Item 15 — Exhibits, Financial Statement Schedules 72 EXHIBIT INDEX 130
— Form 10-K Summary
Item 16 — Form 10-K Summary 135 2 GLOSSARY OF TERMS When the following terms and abbreviations appear in the text of this report, they have the meanings indicated below: 2028 Senior Notes $850 million aggregate principal amount of 4.75% unsecured senior notes due 2028, issued by Clearway Energy Operating LLC 2031 Senior Notes $925 million aggregate principal amount of 3.75% unsecured senior notes due 2031, issued by Clearway Energy Operating LLC 2032 Senior Notes $350 million aggregate principal amount of 3.75% unsecured senior notes due 2032, issued by Clearway Energy Operating LLC Adjusted EBITDA A non-GAAP measure, represents earnings before interest (including loss on debt extinguishment), tax, depreciation and amortization adjusted for mark-to-market gains or losses, asset write offs and impairments; and factors which the Company does not consider indicative of future operating performance ARO Asset Retirement Obligation ASC The FASB Accounting Standards Codification, which the FASB established as the source of authoritative GAAP ASU Accounting Standards Updates – updates to the ASC ATM Program At-The-Market Equity Offering Program BESS Battery energy storage system BlackRock BlackRock, Inc. Black Start The capability of a generating asset to restore the grid in the event of a blackout without relying on the external electric power transmission network Bridge Loan Agreement Senior secured bridge credit agreement entered into by Clearway Energy Operating LLC that provides a term loan facility in an aggregate principal amount of $335 million that was repaid on May 3, 2022 CAFD A non-GAAP measure, Cash Available for Distribution is defined as of December 31, 2023 as Adjusted EBITDA plus cash distributions/return of investment from unconsolidated affiliates, cash receipts from notes receivable, cash contributions from noncontrolling interests, adjustments to reflect sales-type lease cash payments and payments for lease expenses, less cash distri
— Business
Item 1 — Business General Clearway Energy, Inc., together with its consolidated subsidiaries, or the Company, is a publicly-traded energy infrastructure investor with a focus on investments in clean energy and owner of modern, sustainable and long-term contracted assets across North America. The Company was formed as a Delaware corporation on December 20, 2012. The Company is sponsored by GIP and TotalEnergies through the portfolio company, Clearway Energy Group LLC, or CEG, which is equally owned by GIP and TotalEnergies. GIP is an independent infrastructure fund manager that makes equity and debt investments in infrastructure assets and businesses. TotalEnergies is a global multi-energy company. CEG is a leading developer of renewable energy infrastructure in the U.S. On January 12, 2024, BlackRock entered into a definitive agreement to acquire 100% of the business and assets of GIM, which is the investment manager of the GIP funds that own an interest in CEG. BlackRock has indicated that the transaction is expected to close in the third quarter of 2024, subject to regulatory approvals and other customary closing conditions. BlackRock is a publicly-traded global investment management firm. The Company is one of the largest renewable energy owners in the U.S. with approximately 6,000 net MW of installed wind, solar and energy storage projects. The Company's approximately 8,500 net MW of assets also includes approximately 2,500 net MW of environmentally-sound, highly efficient natural gas-fired generation facilities. Through this environmentally-sound, diversified and primarily contracted portfolio, the Company endeavors to provide its investors with stable and growing dividend income. The majority of the Company's revenues are derived from long-term contractual arrangements for the output or capacity from these assets. The weighted average remaining contract duration of these offtake agreements was approximately 10 years as of December 31, 2023 based on CAFD. A