Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| XCEL ENERGY INCXEL · Entity 3042 | Director | March 28, 2022 | March 30, 2022 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
XCEL ENERGY INC
Report date March 28, 2022 · Filed March 30, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 78,237.358 |
Reported balance
After 2022-03-28 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2022-03-28 · Grant · Acquired 530.41 · Balance 78,237.358 F1: Retainer granted in the form of stock equivalent units payable in whole shares of common stock following termination of a reporting person's service as director and fractional units are payable at such time in cash. F2: Of the 530.41 stock equivalent units, 442.008 were granted at a price of $70.70 per unit in lieu of of the reporting person's quarterly cash retainer, and 88.402 were granted at no cost to the reporting person as a 20% premium on the amount of such retainer. F3: Includes 507.25 stock equivalent units acquired pursuant to the reinvestment of dividend equivalents. |
Filing footnotes · ownership attribution and instrument terms
F1: Retainer granted in the form of stock equivalent units payable in whole shares of common stock following termination of a reporting person's service as director and fractional units are payable at such time in cash.
F2: Of the 530.41 stock equivalent units, 442.008 were granted at a price of $70.70 per unit in lieu of of the reporting person's quarterly cash retainer, and 88.402 were granted at no cost to the reporting person as a 20% premium on the amount of such retainer.
F3: Includes 507.25 stock equivalent units acquired pursuant to the reinvestment of dividend equivalents.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| March 28, 2022 Filed Mar 30, 2022 20:43 UTC | XCEL ENERGY INC XEL · Entity 3042 | GrantCommon Stock | 530.41 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-22-007719 · doc1.xml · nonDerivative · entry 1 WOLF TIMOTHY V · CIK 0001189245 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,237.358 F1 · shares: Retainer granted in the form of stock equivalent units payable in whole shares of common stock following termination of a reporting person's service as director and fractional units are payable at such time in cash. F2 · price: Of the 530.41 stock equivalent units, 442.008 were granted at a price of $70.70 per unit in lieu of of the reporting person's quarterly cash retainer, and 88.402 were granted at no cost to the reporting person as a 20% premium on the amount of such retainer. F3 · balance_after: Includes 507.25 stock equivalent units acquired pursuant to the reinvestment of dividend equivalents. Read SEC document |
| December 28, 2021 Filed Dec 30, 2021 21:19 UTC | XCEL ENERGY INC XEL · Entity 3042 | GrantCommon Stock | 561.209 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-21-022692 · doc1.xml · nonDerivative · entry 1 WOLF TIMOTHY V · CIK 0001189245 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,199.698 F1 · shares: Retainer granted in the form of stock equivalent units payable in whole shares of common stock following termination of a reporting person's service as director and fractional units are payable at such time in cash. F2 · price: Of the 561.209 stock equivalent units, 467.674 were granted at a price of $66.82 per unit in lieu of the reporting person's quarterly cash retainer, and 93.535 were granted at no cost to the reporting person as a 20% premium on the amount of such retainer. F3 · balance_after: Includes 524.57 stock equivalent units acquired pursuant to the reinvestment of dividend equivalents. Read SEC document |
| September 28, 2021 Filed Sep 30, 2021 20:46 UTC | XCEL ENERGY INC XEL · Entity 3042 | GrantCommon Stock | 554.217 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-21-017676 · doc1.xml · nonDerivative · entry 1 WOLF TIMOTHY V · CIK 0001189245 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,113.919 F1 · shares: Retainer granted in the form of stock equivalent units payable in whole shares of common stock following termination of a reporting person's service as director and fractional units are payable at such time in cash. F2 · price: Of the 554.217 stock equivalent units, 461.848 were granted at a price of $62.25 per unit in lieu of the reporting person's quarterly cash retainer, and 92.369 were granted at no cost to the reporting person as a 20% premium on the amount of such retainer. F3 · balance_after: Includes 603.061 stock equivalent units acquired pursuant to the reinvestment of dividend equivalents. Read SEC document |
| June 28, 2021 Filed Jun 30, 2021 20:25 UTC | XCEL ENERGY INC XEL · Entity 3042 | GrantCommon Stock | 514.158 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-21-012796 · doc1.xml · nonDerivative · entry 1 WOLF TIMOTHY V · CIK 0001189245 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,956.641 F1 · shares: Retainer granted in the form of stock equivalent units payable in whole shares of common stock following termination of a reporting person's service as director and fractional units are payable at such time in cash. F2 · price: Of the 514.158 stock equivalent units, 428.465 were granted at a price of $67.10 per unit in lieu of the reporting person's quarterly cash retainer, and 85.693 were granted at no cost to the reporting person as a 20% premium on the amount of such retainer. Read SEC document |
| May 20, 2021 Filed May 24, 2021 22:48 UTC | XCEL ENERGY INC XEL · Entity 3042 | GrantCommon Stock | 2,125.549 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-21-011092 · doc1.xml · nonDerivative · entry 1 WOLF TIMOTHY V · CIK 0001189245 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,442.483 F1 · shares: Represents stock equivalent units. Each stock equivalent unit is the economic equivalent of one share of common stock. Whole stock equivalent units are payable in shares of common stock following termination of the reporting person's service as a director, and fractional units are payable at such time in cash. F2 · balance_after: Includes 456.511 stock equivalent units acquired pursuant to the reinvestment of dividend equivalents. Read SEC document |
| March 26, 2021 Filed Mar 30, 2021 22:46 UTC | XCEL ENERGY INC XEL · Entity 3042 | GrantCommon Stock | 522.727 | $66.00 | $34,499.98 |
DisclosureSEC source: 0001567619-21-007233 · doc1.xml · nonDerivative · entry 1 WOLF TIMOTHY V · CIK 0001189245 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,860.423 F1 · shares: Retainer granted in the form of stock equivalent units payable in whole shares of common stock following termination of a reporting person's service as director and fractional units are payable at such time in cash. F2 · price: Of the 522.727 stock equivalent units, 435.606 were granted at a price of $66.00 per unit in lieu of the reporting person's quarterly cash retainer, and 87.121 were granted at no cost to the reporting person as a 20% premium on the amount of such retainer. F3 · balance_after: Includes 462.549 stock equivalent units acquired pursuant to the reinvestment of dividend equivalents. Read SEC document |
| December 28, 2020 Filed Dec 29, 2020 23:17 UTC | XCEL ENERGY INC XEL · Entity 3042 | GrantCommon Stock | 266.904 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001567619-20-021657 · doc1.xml · nonDerivative · entry 1 WOLF TIMOTHY V · CIK 0001189245 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,875.147 F1 · shares: Retainer granted in the form of stock equivalent units payable in whole shares of common stock following termination of a reporting person's service as director and fractional units are payable at such time in cash. F2 · price: Of the 266.904 stock equivalent units, 222.42 were granted at a price of $64.63 per unit in connection with the reporting person's election to defer receipt of quarterly cash director retainers, and 44.484 were granted at no cost to the reporting person as a 20% premium on the amount of such retainer. F3 · balance_after: Includes 413.523 stock equivalent units acquired pursuant to the reinvestment of dividend equivalents. Read SEC document |
| September 28, 2020 Filed Sep 29, 2020 22:14 UTC | XCEL ENERGY INC XEL · Entity 3042 | GrantCommon Stock | 251.825 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-20-017215 · doc1.xml · nonDerivative · entry 1 WOLF TIMOTHY V · CIK 0001189245 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,194.72 F1 · shares: Retainer granted in the form of stock equivalent units payable in whole shares of common stock following termination of a reporting person's service as director and fractional units are payable at such time in cash. F2 · price: Of the 251.825 stock equivalent units, 209.854 were granted at a price of $68.50 per unit in connection with the reporting person's election to defer receipt of quarterly cash director retainers, and 41.971 were granted at no cost to the reporting person as a 20% premium on the amount of such retainer. F3 · balance_after: Includes 441.880 stock equivalent units acquired pursuant to the reinvestment of dividend equivalents. Read SEC document |
| June 26, 2020 Filed Jun 30, 2020 15:50 UTC | XCEL ENERGY INC XEL · Entity 3042 | GrantCommon Stock | 276.842 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001567619-20-012677 · doc1.xml · nonDerivative · entry 1 WOLF TIMOTHY V · CIK 0001189245 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,501.015 F1 · shares: Retainer granted in the form of stock equivalent units payable in whole shares of common stock following termination of a reporting person's service as director and fractional units are payable at such time in cash. F2 · price: Of the 276.842 stock equivalent units, 230.702 were granted at a price of $62.31 per unit in connection with the reporting person's election to defer receipt of quarterly cash director retainers, and 46.140 were granted at no cost to the reporting persons as a 20% premium on the amount of such retainer. Read SEC document |
| May 22, 2020 Filed May 27, 2020 19:45 UTC | XCEL ENERGY INC XEL · Entity 3042 | GrantCommon Stock | 2,484.678 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-20-011232 · doc1.xml · nonDerivative · entry 1 WOLF TIMOTHY V · CIK 0001189245 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,224.173 F1 · shares: Represents stock equivalent units. Each stock equivalent unit is the economic equivalent of one share of common stock. Whole stock equivalent units are payable in shares of common stock following termination of a reporting person's service as director and fractional units are payable at such time in cash. F2 · balance_after: Includes 416.422 stock equivalent units acquired pursuant to the reinvestment of dividend equivalents. Read SEC document |
| March 27, 2020 Filed Mar 30, 2020 20:09 UTC | XCEL ENERGY INC XEL · Entity 3042 | GrantCommon Stock | 293.517 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001567619-20-007178 · doc1.xml · nonDerivative · entry 1 WOLF TIMOTHY V · CIK 0001189245 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,323.073 F1 · shares: Retainer granted in the form of stock equivalent units payable in whole shares of common stock following termination of a reporting person's service as director and fractional units are payable at such time in cash. F2 · price: Of the 293.517 stock equivalent units, 244.597 were granted at a price of $58.77 per unit in connection with the reporting person's election to defer receipt of quarterly cash director retainers, and 48.920 were granted at no cost to the reporting persons as a 20% premium on the amount of such retainer. F3 · balance_after: The amount reported includes a balance increase of 65,029.556, which reflects 1,231.934 stock equivalent units acquired pursuant to the reinvestment of dividend equivalents between July 2019 and January 2020 and 63,797.622 stock equivalent units previously reported on Table II. Each stock equivalent unit is the economic equivalent of one share of common stock. Whole stock equivalent units are payable in shares of common stock following the termination of a reporting person's service as director and fractional units are payable at such time in cash. The reporting person's balance of stock equivalent units was previously reported on Table II and is now being reported on Table I voluntarily pursuant to SEC guidance. Read SEC document |
| May 15, 2019 Filed May 17, 2019 15:13 UTC | XCEL ENERGY INC XEL · Entity 3042 | GrantStock Equivalent Units · Derivative | 2,621.461 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-19-011481 · doc1.xml · derivative · entry 1 WOLF TIMOTHY V · CIK 0001189245 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,797.622 Underlying: Common Stock · 2,621.461 shares Expires not disclosed F1 · derivative.exercise_price: Each stock equivalent unit is the economic equivalent of one share of common stock. Whole stock equivalent units are payable in shares of common stock following termination of a reporting person's service as director and fractional units are payable at such time in cash. F1 · derivative.exercise_date: Each stock equivalent unit is the economic equivalent of one share of common stock. Whole stock equivalent units are payable in shares of common stock following termination of a reporting person's service as director and fractional units are payable at such time in cash. F1 · derivative.expiration_date: Each stock equivalent unit is the economic equivalent of one share of common stock. Whole stock equivalent units are payable in shares of common stock following termination of a reporting person's service as director and fractional units are payable at such time in cash. F2 · balance_after: Includes 1,855.17 stock equivalent units acquired pursuant to the reinvestment of dividend equivalents. Read SEC document |
| May 29, 2018 Filed May 30, 2018 22:20 UTC | XCEL ENERGY INC XEL · Entity 3042 | SaleCommon Stock | 3,163 | $45.15 | $142,809.45 |
DisclosureSEC source: 0001140361-18-026328 · doc1.xml · nonDerivative · entry 1 WOLF TIMOTHY V · CIK 0001189245 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,000 Read SEC document |
| May 17, 2018 Filed May 18, 2018 19:49 UTC | XCEL ENERGY INC XEL · Entity 3042 | GrantStock Equivalent Units · Derivative | 0.842 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-18-024681 · doc1.xml · derivative · entry 2 WOLF TIMOTHY V · CIK 0001189245 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,320.991 Underlying: Common Stock · 0.842 shares Expires not disclosed F1 · derivative.exercise_price: Each stock equivalent unit is the economic equivalent of one share of common stock. Whole stock equivalent units are payable in shares of common stock following termination of a reporting person's service as a director; fractional units are payable at such time in cash. F1 · derivative.exercise_date: Each stock equivalent unit is the economic equivalent of one share of common stock. Whole stock equivalent units are payable in shares of common stock following termination of a reporting person's service as a director; fractional units are payable at such time in cash. F1 · derivative.expiration_date: Each stock equivalent unit is the economic equivalent of one share of common stock. Whole stock equivalent units are payable in shares of common stock following termination of a reporting person's service as a director; fractional units are payable at such time in cash. F2 · balance_after: Includes 1,823.029 shares of stock equivalent units acquired pursuant to reinvestment of dividend equivalents. Read SEC document |
| May 17, 2018 Filed May 18, 2018 19:49 UTC | XCEL ENERGY INC XEL · Entity 3042 | GrantCommon Stock | 3,163 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-18-024681 · doc1.xml · nonDerivative · entry 1 WOLF TIMOTHY V · CIK 0001189245 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,163 Read SEC document |
| November 01, 2017 Filed Nov 2, 2017 23:18 UTC | XCEL ENERGY INC XEL · Entity 3042 | SaleCommon Stock | 2,700 | $49.48 | $133,603.29 |
DisclosureSEC source: 0001140361-17-040832 · doc1.xml · nonDerivative · entry 2 WOLF TIMOTHY V · CIK 0001189245 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,000 Read SEC document |
| November 01, 2017 Filed Nov 2, 2017 23:18 UTC | XCEL ENERGY INC XEL · Entity 3042 | SaleCommon Stock | 300 | $49.49 | $14,847.00 |
DisclosureSEC source: 0001140361-17-040832 · doc1.xml · nonDerivative · entry 1 WOLF TIMOTHY V · CIK 0001189245 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,700 Read SEC document |
| May 18, 2017 Filed May 19, 2017 20:54 UTC | XCEL ENERGY INC XEL · Entity 3042 | GrantStock Equivalent Units · Derivative | 3,069.502 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-021584 · doc1.xml · derivative · entry 1 WOLF TIMOTHY V · CIK 0001189245 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,497.12 Underlying: Common Stock · 3,069.502 shares Expires not disclosed F1 · derivative.exercise_price: Each stock equivalent unit is the economic equivalent of one share of common stock. Whole stock equivalent units are payable in shares of common stock following termination of a reporting person's service as a director; fractional units are payable at such time in cash. F1 · derivative.exercise_date: Each stock equivalent unit is the economic equivalent of one share of common stock. Whole stock equivalent units are payable in shares of common stock following termination of a reporting person's service as a director; fractional units are payable at such time in cash. F1 · derivative.expiration_date: Each stock equivalent unit is the economic equivalent of one share of common stock. Whole stock equivalent units are payable in shares of common stock following termination of a reporting person's service as a director; fractional units are payable at such time in cash. F2 · balance_after: Includes 1,736.023 shares of stock equivalent units acquired pursuant to reinvestment of stock equivalent units. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.