EC ECOPETROL S.A.

NEUTRAL Impact: 3/10 6-K
Horizon months Filed May 20, 2026 Processed 20d 21h ago SEC 0001292814-26-003127
Notable filing: 6-K
Latest settled — T+5d
EC ▲ +7.65% at T+5d
NEUTRAL call ✓ call won +7.65% · α vs SPY +5.85% · entry $13.72 → $14.77
Next anchor: T+20d in 8d
Last close $15.35 (close Jun 8) · +11.88% from $13.72 entry
Entry anchored
May 20, 2026
via day open
T+1d
+1.02%
call +1.02% · α +0.83%
$13.86
settled 20d ago
T+5d
+7.65%
call +7.65% · α +5.85%
$14.77
settled 13d ago
T+20d
call — · α —
in 8d
T+60d
call — · α —
in 2mo

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Executive Summary

Ecopetrol announced the fulfillment of conditions precedent to acquire a 49% interest in the JK1 and JK2 wind projects (part of the Jemeiwaa Ka'I cluster) for approximately USD 25.5 million. The projects have 259 MW capacity and are expected to generate ~1,100 GWh annually, covering ~12% of Ecopetrol's average energy demand. This is a modest step in the company's energy transition strategy, but the total consideration is immaterial relative to Ecopetrol's $28.8B market cap.

Actionable Insight

The deal is small and already pre-announced — no material stock impact expected. Monitor progress on the remaining four wind projects and any future disclosure of total cluster investment, which could provide a clearer picture of Ecopetrol's renewable capex trajectory.

Key Facts

  • Aggregate acquisition value of approximately USD 25.5 million for a 49% interest in JK1 and JK2 wind projects
  • Projects have assigned capacity of 259 MW and include a 35-kilometer transmission line
  • Expected to generate ~1,100 GWh annually, representing ~12% of Ecopetrol Group's average energy demand
  • Estimated decarbonization benefits of ~4.3 million tons of CO2 equivalent over 25-year operating projection
  • Conditions precedent for the remaining four projects in the Jemeiwaa Ka'I wind cluster remain pending
  • Transaction was previously disclosed on April 14, 2025 under an Investment Framework Agreement with AES Colombia

Financial Impact

USD 25.5 million acquisition value, immaterial relative to $28.8B market cap

capexrenewable capacity

Risk Factors

  • Remaining four projects still subject to conditions precedent — may not close
  • Construction and operational execution risks for wind projects in La Guajira
  • Forward-looking statements on energy cost savings and decarbonization are projections, not guarantees

Market Snapshot

Exchange
NYSE
Sector
Crude Petroleum & Natural Gas
Analyst Consensus
0% bullish (12 analysts)

Documents Analyzed

This report is based on 5 SEC documents filed with EDGAR.

DocumentAccession Number
6-K Filing (Primary)0001292814-26-003127
Exhibit: ex99-1.htm0001292814-26-003127
Document: 0001292814-26-003127-index-headers.html0001292814-26-003127
Document: 0001292814-26-003127-index.html0001292814-26-003127
Document: 0001292814-26-003127.txt0001292814-26-003127
11 reports for EC
Performance horizon
100% Hit rate 3 of 3 directional calls best @ T+20▲ +28.89%Feb 28, 2026
Filters
Rows
Reports for EC — sortable, filterable
Type Now
May 28, 2026
12d ago
6-K
NEUTRAL ★ 2/10
$14.77 $15.64▲ +5.89%▲ +5.57%$15.35 (+3.93%)
May 26, 2026
14d ago
6-K
BULLISH ★ 6/10
$14.86 $15.98▲ +7.54%▲ +6.32%$15.35 (+3.30%)
May 20, 2026
20d ago
6-K
NEUTRAL ★ 3/10
$13.72 $14.77▲ +7.65%▲ +5.85%$15.35 (+11.88%)
May 15, 2026
25d ago
6-K
NEUTRAL ★ 3/10
$13.81 $14.86▲ +7.60%▲ +5.98%$15.35 (+11.15%)
Apr 23, 2026
6w ago
6-K
BULLISH ★ 8/10
$13.75 $13.78▲ +0.24%▼ −1.24%$15.35 (+11.66%)
Apr 22, 2026
7w ago
6-K
NEUTRAL ★ 3/10
$13.64 $13.45▼ −1.41%▼ −1.47%$15.35 (+12.52%)
Apr 9, 2026
8w ago
6-K
NEUTRAL ★ 4/10
$13.25 $13.76▲ +3.83%▲ +0.65%$15.35 (+15.83%)
Apr 7, 2026
9w ago
6-K
NEUTRAL ★ 3/10
$14.01 $13.51▼ −3.60%▼ −8.93%$15.35 (+9.53%)
Apr 3, 2026
9w ago
6-K
NEUTRAL ★ 5/10
$14.21 $14.12▼ −0.66%▼ −4.80%$15.35 (+7.99%)
Mar 30, 2026
10w ago
6-K
MIXED ★ 6/10
$14.27 $14.71▲ +3.07%▼ −1.23%$15.35 (+7.56%)
Showing 10 of 11

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