CLNE at a glance
Clean Energy Fuels Corp. (CLNE, SEC CIK 1368265) filed its latest 10-K annual report on February 24, 2026, a 10-Q quarterly report on August 6, 2026, an 8-K current report on October 6, 2026 and Form 4 insider filings as recently as August 10, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), Clean Energy Fuels Corp. (CLNE) reported revenue of $424.8 million (up 2.2% from FY2024) and a net loss of $222.0 million. Diluted EPS was -$1.01.
- As of June 30, 2026, 27 institutional investment managers tracked by SignalX reported holding Clean Energy Fuels Corp. (CLNE) shares worth $106.6 million in 13F-HR filings.
- The most recent insider open-market purchase reported on Form 4 was by Corbus Barclay on August 10, 2026 of 25,000 shares at $1.62 per share.
- In the last 90 days, CLNE insiders reported 1 open-market purchase ($41K) and 0 open-market sales ($0) on Form 4, a net purchase of $41K.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $424.8M
- +2.2% vs prior year
- Insiders · 90 days
- 1 buy · 0 sells
- Net +$41K
- 13F holders
- 27 funds
- $106.6M · −2 vs prior quarter
- Latest 8-K
- Aug 6, 2026
- Item 2.02
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Quarterly revenue and YoY change not provided in supplied MD&A excerpt
- Profitability or margin percentages not provided in supplied MD&A excerpt
- Segment or product-line performance comparisons not provided in supplied MD&A excerpt
- Cash position, operating cash flow, and capital deployment details not provided in supplied MD&A excerpt
- Outlook includes RNG, Environmental Credits, project production, industry trends, and identified execution risks
Risk Factors
- Newly heightened policy risk: OBBBA and January 2025 Executive Order could reduce support for RNG projects and Environmental Credits
- Most material market change: customer adoption remains slow in heavy-duty trucking, limiting near-term volume growth
- Compliance exposure: EPA or CARB disagreements over Environmental Credit eligibility could trigger fines and lost credit revenue
- Operational risk: limited engine manufacturers, chiefly Cummins, constrain vehicle availability and large-scale fleet conversion
- Financial risk: $64.3 million goodwill impairment followed the first-quarter 2025 stock-price decline
AI summary of the CLNE 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 2.02: Results of Operations and Financial Condition
- Item 2.02 furnishes information under Exhibit 99.1, indicating accompanying results or operating disclosures
- Investors should review Exhibit 99.1 for the fiscal-year 2026 financial details and market-relevant metrics
Item EX-99.1: Item EX-99.1
- Q2 revenue $106.4M, up from $102.6M, supported by station construction sales rising to $16.0M
- RNG gallons sold increased 2.9% to 63.2M, signaling continued fleet demand for renewable natural gas
Item 7.01: Regulation FD Disclosure
- Standard Regulation FD disclaimer language
- No substantive business, financial, or operational disclosure in the provided excerpt
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Bartolomeo Frabotta promoted to COO effective June 23, 2026, bringing internal operational and technology experience
- Employment agreement runs through June 23, 2029, with automatic one-year renewals absent 60-day notice
Item EX-99.1: Item EX-99.1
- Bart Frabotta appointed COO, adding company-wide operational leadership and named executive officer status
- Responsibilities include stations, RNG and LNG production, engineering, supply chain, IT, EHS, and AI initiatives
AI summaries of CLNE 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for CLNE
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Corbus Barclay | Buy | Aug 10, 2026 | 25,000 | $1.62 |
| Scully Stephen | Buy | Jun 25, 2026 | 25,000 | $1.75 |
| Frabotta Bartolomeo A. | A | Jun 23, 2026 | 50,000 | - |
| Corbus Barclay | Buy | Jun 23, 2026 | 14,000 | $1.77 |
| Scully Stephen | A | Jun 10, 2026 | 67,839 | - |
| ARDISANA LIZABETH A | A | Jun 10, 2026 | 67,839 | - |
| Ford Patrick J | A | Jun 10, 2026 | 67,839 | - |
| Taormina Vincent C | A | Jun 10, 2026 | 67,839 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $415.9M | $424.8M |
| Operating Income | - | -$36.4M | -$159.9M |
| Net Income | -$99.5M | -$83.1M | -$222.0M |
| Op. Margin | - | -8.7% | -37.6% |
| Net Margin | - | -20.0% | -52.3% |
| Balance Sheet | |||
| Total Assets | $1.3B | $1.2B | $1.1B |
| Equity | - | $713.3M | $559.4M |
| ROE | - | -11.6% | -39.7% |
| Per Share | |||
| EPS | $-0.45 | $-0.37 | $-1.01 |
| Cash Flow | |||
| Operating CF | - | $64.6M | $85.5M |
| CapEx | $100.9M | $65.0M | $25.7M |
Source: XBRL data in Clean Energy Fuels Corp. (CLNE)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate CLNE share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 27 | $106.6M |
| Q1 2026 | 29 | $135.8M |
| Q4 2025 | 25 | $115.6M |
| Q3 2025 | 27 | $149.1M |
| Q2 2025 | 26 | $104.8M |
| Q1 2025 | 22 | $59.8M |
| Q4 2024 | 19 | $82.3M |
| Q3 2024 | 19 | $64.6M |
- State Street Corp+533.3K (+9%)
- AQR Capital Management+235.2K (+36%)
- Goldman Sachs Group+232.8K (+16%)
- Vanguard Capital Management LLC+130.8K (+2%)
- Wells Fargo & Co+78.5K (+106%)
- Millennium Management−909.8K (-83%)
- Dimensional Fund Advisors−879.5K (-13%)
- Franklin Resources−674.4K (-98%)
- Citadel Advisors LLC−606.7K (-25%)
- BlackRock−389.8K (-3%)
- Ameriprise Financial−113.6K
- Fifth Third Bancorp−2.1K
Source: 13F-HR filings on SEC EDGAR (aggregated from 194 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
CLNE filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 8-K | Oct 6, 2026 | - | - | - |
| 4 | Aug 10, 2026 | - | - | - |
| 10-Q | Aug 6, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Aug 6, 2026 | - | Analysis | - |
| 4 | Jun 25, 2026 | - | - | - |
| 4 | Jun 24, 2026 | - | - | - |
| 4 | Jun 24, 2026 | - | - | - |
| 8-K | Jun 23, 2026 | - | Analysis | - |
| 4 | Jun 12, 2026 | - | - | - |
| 4 | Jun 12, 2026 | - | - | - |
| 4 | Jun 12, 2026 | - | - | - |
| 4 | Jun 12, 2026 | - | - | - |
| 4 | Jun 12, 2026 | - | - | - |
| 8-K | Jun 10, 2026 | - | Analysis | |
| 4 | May 19, 2026 | - | - | |
| 10-Q | May 7, 2026 | Mar 31, 2026 | Analysis | |
| 8-K | May 7, 2026 | - | Analysis | |
| 4 | Apr 24, 2026 | - | - | - |
| 4 | Apr 24, 2026 | - | - | - |
| 8-K | Apr 23, 2026 | - | Analysis | - |
| 4 | Mar 5, 2026 | - | - | - |
| 4 | Mar 5, 2026 | - | - | - |
| 4 | Mar 5, 2026 | - | - | - |
| 4 | Mar 3, 2026 | - | - | - |
| 10-K | Feb 24, 2026 | Dec 31, 2025 | - |
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CLNE SEC filings: frequently asked questions
Are CLNE insiders buying or selling?
In the last 90 days, Clean Energy Fuels Corp. (CLNE) officers, directors and 10% owners reported 1 open-market purchase worth $40,500 by 1 insider and no open-market sales on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold CLNE stock?
As of June 30, 2026, the largest Clean Energy Fuels Corp. (CLNE) holders among the 13F filers tracked by SignalX were BlackRock ($30.8 million), Vanguard Capital Management LLC ($15.1 million), State Street Corp ($13.1 million), Dimensional Fund Advisors ($11.6 million), Vanguard Portfolio Management LLC ($8.1 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was CLNE's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Clean Energy Fuels Corp. (CLNE) reported revenue of $424.8 million (up 2.2% from FY2024) and a net loss of $222.0 million. Diluted EPS was -$1.01. The figures come from the XBRL data in the 10-K.
What did CLNE report in its latest 8-K?
Clean Energy Fuels Corp. (CLNE) filed an 8-K on August 6, 2026 reporting Item 2.02 (Results of Operations and Financial Condition). Item 2.02 furnishes information under Exhibit 99.1, indicating accompanying results or operating disclosures.
What are the latest CLNE SEC filings?
Clean Energy Fuels Corp. (CLNE) filed its latest 10-K annual report on February 24, 2026, a 10-Q quarterly report on August 6, 2026, an 8-K current report on October 6, 2026 and a Form 4 insider filing on August 10, 2026.
What is CLNE's SEC CIK number?
Clean Energy Fuels Corp. (CLNE)'s SEC Central Index Key (CIK) is 1368265. EDGAR lists every CLNE filing under that number.
Ask anything about CLNE
The research agent reads CLNE's filings, financials, insider trades and 13F holders, then answers with sources.