Clean Energy Fuels Corp.
A provider of natural gas fuel for trucks and other vehicles, Clean Energy Fuels sells Renewable Natural Gas (sold under the brand Redeem) made by capturing methane from dairy farms and landfills, and it builds and operates hundreds of fueling stations across the United States and Canada. The company began in 1997 as Pickens Fuel Corp, launched by energy legend T. Boone Pickens and Andrew Littlefair from the natural gas business Pickens had championed since the 1980s. Fun fact: the company was born out of Pickens' famous campaign to cut America's reliance on foreign oil by fueling cars and trucks with homegrown natural gas instead of diesel.
Item 4 of the Schedule 13D is hereby supplemented with the following: On November 24, 2025, the Reporting Persons entered into a 10b5-1 Sale Plan Agreement (the "Rule 10b5-1 Plan") with J.P. Morgan Securities LLC, an SEC-registered broker-dealer ("JPMS"), that is intended to comply with the requirements of Rule 10b5-1(c) promulgated under the Securities Exchange Act of 1934 (the "Exchange Act"). Pursuant to this Rule 10b5-1 Plan, the Reporting Persons directed JPMS to dispose of up to 6,164,720 shares of Common Stock held by the Purchaser, commencing on February 27, 2026 and subject to applicable securities laws, including applicable limitations under Rule 144 promulgated under the Securities Act of 1933 (the "Securities Act"). The foregoing description of the Rule 10b5-1 Plan is qualified in its entirety by reference to the Rule 10b5-1 Plan, a form of which is filed as Exhibit 99.5 and is incorporated herein by reference in its entirety.
Item 4 of the Schedule 13D is hereby supplemented with the following: On November 24, 2025, the Reporting Persons entered into a 10b5-1 Sale Plan Agreement (the "Rule 10b5-1 Plan") with J.P. Morgan Securities LLC, an SEC-registered broker-dealer ("JPMS"), that is intended to comply with the requirements of Rule 10b5-1(c) promulgated under the Securities Exchange Act of 1934 (the "Exchange Act"). Pursuant to this Rule 10b5-1 Plan, the Reporting Persons directed JPMS to dispose of up to 6,164,720 shares of Common Stock held by the Purchaser, commencing on February 27, 2026 and subject to applicable securities laws, including applicable limitations under Rule 144 promulgated under the Securities Act of 1933 (the "Securities Act"). The foregoing description of the Rule 10b5-1 Plan is qualified in its entirety by reference to the Rule 10b5-1 Plan, a form of which is filed as Exhibit 99.5 and is incorporated herein by reference in its entirety.
| Holder | Schedule | % of class | Shares | Filed |
|---|---|---|---|---|
| Grantham, Mayo, Van Otterloo & Co. LLC | 13G/APassive | 4.96% | 10.94M | Aug 6, 2026 |
| The Vanguard Group | 13G/APassive | 0% | 0 | Mar 26, 2026 |
| TotalEnergies SE | 13D/AActivist | 23.6% | 51.79M | Feb 27, 2026 |
Item 4 of the Schedule 13D is hereby supplemented with the following: On November 24, 2025, the Reporting Persons entered into a 10b5-1 Sale Plan Agreement (the "Rule 10b5-1 Plan") with J.P. Morgan Securities LLC, an SEC-registered broker-dealer ("JPMS"), that is intended to comply with the requirements of Rule 10b5-1(c) promulgated under the Securities Exchange Act of 1934 (the "Exchange Act"). Pursuant to this Rule 10b5-1 Plan, the Reporting Persons directed JPMS to dispose of up to 6,164,720 shares of Common Stock held by the Purchaser, commencing on February 27, 2026 and subject to applicable securities laws, including applicable limitations under Rule 144 promulgated under the Securities Act of 1933 (the "Securities Act"). The foregoing description of the Rule 10b5-1 Plan is qualified in its entirety by reference to the Rule 10b5-1 Plan, a form of which is filed as Exhibit 99.5 and is incorporated herein by reference in its entirety. | ||||
| TotalEnergies Marketing Services SAS | 13D/AActivist | 23.6% | 51.79M | Feb 27, 2026 |
Item 4 of the Schedule 13D is hereby supplemented with the following: On November 24, 2025, the Reporting Persons entered into a 10b5-1 Sale Plan Agreement (the "Rule 10b5-1 Plan") with J.P. Morgan Securities LLC, an SEC-registered broker-dealer ("JPMS"), that is intended to comply with the requirements of Rule 10b5-1(c) promulgated under the Securities Exchange Act of 1934 (the "Exchange Act"). Pursuant to this Rule 10b5-1 Plan, the Reporting Persons directed JPMS to dispose of up to 6,164,720 shares of Common Stock held by the Purchaser, commencing on February 27, 2026 and subject to applicable securities laws, including applicable limitations under Rule 144 promulgated under the Securities Act of 1933 (the "Securities Act"). The foregoing description of the Rule 10b5-1 Plan is qualified in its entirety by reference to the Rule 10b5-1 Plan, a form of which is filed as Exhibit 99.5 and is incorporated herein by reference in its entirety. | ||||
| Stonepeak CLNE-W Holdings LP | 13GPassive | 8.4% | 20.05M | Oct 15, 2025 |
| Stonepeak Opportunities Fund Associates LP | 13GPassive | 8.4% | 20.05M | Oct 15, 2025 |
| Stonepeak Opportunities Fund GP Investors LP | 13GPassive | 8.4% | 20.05M | Oct 15, 2025 |
| Stonepeak GP Investors Holdings LP | 13GPassive | 8.4% | 20.05M | Oct 15, 2025 |
| Stonepeak GP Investors Upper Holdings LP | 13GPassive | 8.4% | 20.05M | Oct 15, 2025 |
| Stonepeak GP Investors Holdings Manager LLC | 13GPassive | 8.4% | 20.05M | Oct 15, 2025 |