Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| XCEL ENERGY INCXEL · Entity 3042 | EVP, Group President, Utilitie | March 20, 2026 | March 23, 2026 |
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 20, 2026 · Filed March 23, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 55,819.097 |
Reported balance
After 2026-03-20 transaction · row 1
1 source rowRow 1 · 2026-03-20 · Other · Acquired 6 · Balance 55,819.097 |
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 20, 2026 Filed Mar 23, 2026 21:27 UTC | XCEL ENERGY INC XEL · Entity 3042 | OtherCommon Stock | 6 | $0.00 | $0.00 |
DisclosureSEC source: 0000072903-26-000047 · form4.xml · nonDerivative · entry 1 Rome Amanda J · CIK 0001812632 · EVP, Group President, Utilitie 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 55,819.097 Read SEC document |
| March 02, 2026 Filed Mar 4, 2026 21:26 UTC | XCEL ENERGY INC XEL · Entity 3042 | GrantCommon Stock | 7,876 | $0.00 | $0.00 |
DisclosureSEC source: 0000072903-26-000031 · form4.xml · nonDerivative · entry 2 Rome Amanda J · CIK 0001812632 · EVP, Group President, Utilitie 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 55,813.097 F2 · shares: Represents restricted stock units that vest on December 31, 2028 if the reporting person continues to be employed by Xcel Energy as of such date. Upon vesting, the restricted stock units will be settled in shares of Xcel Energy common stock on a one-for-one basis. Read SEC document |
| March 02, 2026 Filed Mar 4, 2026 21:26 UTC | XCEL ENERGY INC XEL · Entity 3042 | SaleCommon Stock | 15,969 | $83.61 | $1,335,168.09 |
DisclosureSEC source: 0000072903-26-000031 · form4.xml · nonDerivative · entry 1 Rome Amanda J · CIK 0001812632 · EVP, Group President, Utilitie 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 47,937.097 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $83.50 to $83.82, inclusive. The reporting person undertakes to provide to the Company, any security holder of the Company, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. Read SEC document |
| February 24, 2026 Filed Feb 26, 2026 23:20 UTC | XCEL ENERGY INC XEL · Entity 3042 | Exercise / conversionRestricted Stock Units · Derivative | 6,056.336 | $0.00 | $0.00 |
DisclosureSEC source: 0000072903-26-000016 · form4.xml · derivative · entry 4 Rome Amanda J · CIK 0001812632 · EVP, Group President, Utilitie 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,056.336 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_price: Restricted stock units are settled in common stock on a one-for-one basis. F5 · shares: Number of units shown reflects the reinvestment of dividend equivalents since the original grants of (a) 5,138 units on January 3, 2023 and (b) 350 units granted on October 1, 2023. F6 · derivative.exercise_date: Award vested on December 31, 2025 but was settled in shares of common stock on February 24, 2026. F6 · derivative.expiration_date: Award vested on December 31, 2025 but was settled in shares of common stock on February 24, 2026. Read SEC document |
| February 24, 2026 Filed Feb 26, 2026 23:20 UTC | XCEL ENERGY INC XEL · Entity 3042 | Tax withholdingCommon Stock | 10,787.336 | $83.35 | $899,124.46 |
DisclosureSEC source: 0000072903-26-000016 · form4.xml · nonDerivative · entry 3 Rome Amanda J · CIK 0001812632 · EVP, Group President, Utilitie 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 63,906.097 F4 · shares: Represents the withholding of shares to satisfy tax obligations upon the settlement of the 2023-2025 performance share unit awards and restricted stock unit awards. Fractional share interests were settled in cash. Read SEC document |
| February 24, 2026 Filed Feb 26, 2026 23:20 UTC | XCEL ENERGY INC XEL · Entity 3042 | Exercise / conversionCommon Stock | 6,056.336 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000072903-26-000016 · form4.xml · nonDerivative · entry 2 Rome Amanda J · CIK 0001812632 · EVP, Group President, Utilitie 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 74,693.433 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · price: Restricted stock units are settled in common stock on a one-for-one basis. Read SEC document |
| February 24, 2026 Filed Feb 26, 2026 23:20 UTC | XCEL ENERGY INC XEL · Entity 3042 | GrantCommon Stock | 20,700 | $0.00 | $0.00 |
DisclosureSEC source: 0000072903-26-000016 · form4.xml · nonDerivative · entry 1 Rome Amanda J · CIK 0001812632 · EVP, Group President, Utilitie 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 68,637.097 F1 · shares: Represents the settlement of performance share unit awards for the 2023-2025 performance period. F2 · balance_after: The amount includes 104.097 shares of stock acquired pursuant to the reinvestment of dividends since the reporting person's last report. Read SEC document |
| March 03, 2025 Filed Mar 4, 2025 21:16 UTC | XCEL ENERGY INC XEL · Entity 3042 | Tax withholdingCommon Stock | 312.073 | $72.10 | $22,500.46 |
DisclosureSEC source: 0000072903-25-000052 · form4.xml · nonDerivative · entry 1 Rome Amanda J · CIK 0001812632 · EVP, Group President, Utilitie 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 47,833 F1 · shares: Represents the withholding of shares to satisfy tax obligations in connection with the vesting on March 3, 2025 of restricted stock granted to the reporting person on February 22, 2022 in lieu of cash payment under the Xcel Energy Executive Annual Incentive Award Plan. Fractional share interests were settled in cash. Read SEC document |
| February 25, 2025 Filed Feb 27, 2025 22:24 UTC | XCEL ENERGY INC XEL · Entity 3042 | Exercise / conversionRestricted Stock Units · Derivative | 3,929.798 | $0.00 | $0.00 |
DisclosureSEC source: 0000072903-25-000035 · form4.xml · derivative · entry 4 Rome Amanda J · CIK 0001812632 · EVP, Group President, Utilitie 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,929.798 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_price: Restricted stock units are settled in common stock on a one-for-one basis. F5 · shares: Number of units shown reflects the reinvestment of 337.798 dividend equivalents since the original grant of 3,592 units on January 3, 2022. F6 · derivative.exercise_date: Award vested on December 31, 2024 but was settled in shares of common stock on February 25, 2025. F6 · derivative.expiration_date: Award vested on December 31, 2024 but was settled in shares of common stock on February 25, 2025. Read SEC document |
| February 25, 2025 Filed Feb 27, 2025 22:24 UTC | XCEL ENERGY INC XEL · Entity 3042 | Tax withholdingCommon Stock | 7,882.798 | $70.78 | $557,944.44 |
DisclosureSEC source: 0000072903-25-000035 · form4.xml · nonDerivative · entry 3 Rome Amanda J · CIK 0001812632 · EVP, Group President, Utilitie 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 48,145.073 F4 · shares: Represents the withholding of shares to satisfy tax obligations upon the settlement of the 2022-2024 performance share unit awards and restricted stock unit awards. Fractional share interests were settled in cash. Read SEC document |
| February 25, 2025 Filed Feb 27, 2025 22:24 UTC | XCEL ENERGY INC XEL · Entity 3042 | Exercise / conversionCommon Stock | 3,929.798 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000072903-25-000035 · form4.xml · nonDerivative · entry 2 Rome Amanda J · CIK 0001812632 · EVP, Group President, Utilitie 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 56,027.871 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · price: Restricted stock units are settled in common stock on a one-for-one basis. Read SEC document |
| February 25, 2025 Filed Feb 27, 2025 22:24 UTC | XCEL ENERGY INC XEL · Entity 3042 | GrantCommon Stock | 16,453 | $0.00 | $0.00 |
DisclosureSEC source: 0000072903-25-000035 · form4.xml · nonDerivative · entry 1 Rome Amanda J · CIK 0001812632 · EVP, Group President, Utilitie 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 52,098.073 F1 · shares: Represents the settlement of performance share unit awards for the 2022-2024 performance period. F2 · balance_after: The amount includes 5.545 shares of stock acquired pursuant to the reinvestment of dividends since the reporting person's last report. Read SEC document |
| January 02, 2025 Filed Jan 6, 2025 23:32 UTC | XCEL ENERGY INC XEL · Entity 3042 | GrantCommon Stock | 8,526 | $0.00 | $0.00 |
DisclosureSEC source: 0000072903-25-000008 · form4.xml · nonDerivative · entry 1 Rome Amanda J · CIK 0001812632 · EVP, Group President, Utilitie 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,639.528 F1 · shares: Represents restricted stock units that vest on December 31, 2027 if the reporting person continues to be employed by Xcel Energy as of such date. Upon vesting, the restricted stock units will be settled in shares of Xcel Energy common stock on a one-for-one basis. F2 · balance_after: The amount includes 18.806 shares of stock acquired pursuant to the reinvestment of dividends since the reporting person's last report. Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 21:04 UTC | XCEL ENERGY INC XEL · Entity 3042 | Tax withholdingCommon Stock | 678.78 | $52.69 | $35,764.92 |
DisclosureSEC source: 0000072903-24-000050 · form4.xml · nonDerivative · entry 1 Rome Amanda J · CIK 0001812632 · EVP, Group President, Utilitie 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,094.722 F1 · shares: Represents the withholding of shares to satisfy tax obligations in connection with the vesting on March 1, 2024 of restricted stock granted to the reporting person on February 16, 2021 and February 22, 2022 in lieu of cash payments under the Xcel Energy Executive Annual Incentive Award Plan. Fractional share interests were settled in cash. Read SEC document |
| February 20, 2024 Filed Feb 22, 2024 21:25 UTC | XCEL ENERGY INC XEL · Entity 3042 | Exercise / conversionRestricted Stock Units · Derivative | 3,494.468 | $0.00 | $0.00 |
DisclosureSEC source: 0000072903-24-000044 · form4.xml · derivative · entry 4 Rome Amanda J · CIK 0001812632 · EVP, Group President, Utilitie 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,494.468 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_price: Restricted stock units are settled in common stock on a one-for-one basis. F5 · shares: Number of units shown reflects the reinvestment of 295.468 dividend equivalents since the original grant of 3,199 units on January 4, 2021. F6 · derivative.exercise_date: Award vested on December 31, 2023 but was settled in shares of common stock on February 20, 2024. F6 · derivative.expiration_date: Award vested on December 31, 2023 but was settled in shares of common stock on February 20, 2024. Read SEC document |
| February 20, 2024 Filed Feb 22, 2024 21:25 UTC | XCEL ENERGY INC XEL · Entity 3042 | Tax withholdingCommon Stock | 2,807.199 | $59.07 | $165,821.24 |
DisclosureSEC source: 0000072903-24-000044 · form4.xml · nonDerivative · entry 3 Rome Amanda J · CIK 0001812632 · EVP, Group President, Utilitie 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,773.502 F4 · shares: Represents the withholding of shares to satisfy tax obligations upon the settlement of the 2021-2023 performance share unit awards and restricted stock unit awards. Fractional share interests were settled in cash. Read SEC document |
| February 20, 2024 Filed Feb 22, 2024 21:25 UTC | XCEL ENERGY INC XEL · Entity 3042 | Exercise / conversionCommon Stock | 3,494.468 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000072903-24-000044 · form4.xml · nonDerivative · entry 2 Rome Amanda J · CIK 0001812632 · EVP, Group President, Utilitie 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,580.701 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · price: Restricted stock units are settled in common stock on a one-for-one basis. Read SEC document |
| February 20, 2024 Filed Feb 22, 2024 21:25 UTC | XCEL ENERGY INC XEL · Entity 3042 | GrantCommon Stock | 4,138.731 | $0.00 | $0.00 |
DisclosureSEC source: 0000072903-24-000044 · form4.xml · nonDerivative · entry 1 Rome Amanda J · CIK 0001812632 · EVP, Group President, Utilitie 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,086.233 F1 · shares: Represents the settlement of performance share unit awards for the 2021-2023 performance period. F2 · balance_after: The amount includes 69.242 shares of stock acquired pursuant to the reinvestment of dividends since the reporting person's last report. Read SEC document |
| January 02, 2024 Filed Jan 4, 2024 22:13 UTC | XCEL ENERGY INC XEL · Entity 3042 | GrantRestricted Stock Units · Derivative | 20,877 | $0.00 | $0.00 |
DisclosureSEC source: 0000072903-24-000022 · form4.xml · derivative · entry 1 Rome Amanda J · CIK 0001812632 · EVP, Group President Utilities · Chief Customer Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,877 Underlying: Common Stock · 20,877 shares Expires 2026-12-31 F1 · derivative.exercise_price: Upon vesting, each restricted stock unit may be settled in one share of Xcel Energy common stock or in the cash value thereof, or a combination of cash and shares, at the discretion of the Governance, Compensation and Nominating Committee. F2 · derivative.exercise_date: Award vests on December 31, 2026. Read SEC document |
| October 01, 2023 Filed Oct 2, 2023 22:29 UTC | XCEL ENERGY INC XEL · Entity 3042 | GrantRestricted Stock Units · Derivative | 350 | $0.00 | $0.00 |
DisclosureSEC source: 0000072903-23-000141 · form4.xml · derivative · entry 1 Rome Amanda J · CIK 0001812632 · EVP, Group President Utilities 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,488 Underlying: Common Stock · 350 shares Expires 2025-12-31 F1 · derivative.exercise_price: Upon vesting, each restricted stock unit may be settled in one share of Xcel Energy common stock or in the cash value thereof, or a combination of cash and shares, in the discretion of the Governance, Compensation and Nominating Committee. F2 · derivative.exercise_date: Award vests on December 31, 2025. Read SEC document |
| March 01, 2023 Filed Mar 2, 2023 22:37 UTC | XCEL ENERGY INC XEL · Entity 3042 | Tax withholdingCommon Stock | 656.6 | $64.57 | $42,396.66 |
DisclosureSEC source: 0001567619-23-004228 · doc1.xml · nonDerivative · entry 1 Rome Amanda J · CIK 0001812632 · EVP, Chief Legal and Complianc 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,878.26 F1 · shares: Represents the withholding of shares to satisfy tax obligations in connection with the vesting of restricted stock received by the reporting person on February 22, 2022 in lieu of a cash payment under the Xcel Energy Executive Annual Incentive Award Plan. Fractional share interests were settled in cash. Read SEC document |
| February 21, 2023 Filed Feb 23, 2023 22:21 UTC | XCEL ENERGY INC XEL · Entity 3042 | Exercise / conversionRestricted Stock Units · Derivative | 2,852.198 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-23-003649 · doc1.xml · derivative · entry 4 Rome Amanda J · CIK 0001812632 · EVP, Chief Legal and Complianc 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,852.198 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_price: Restricted stock units are settled in common stock on a one-for-one basis. F5 · shares: Number of units shown reflects the reinvestment of dividend equivalents since the original grants of (a) 678.364 units granted on June 1, 2020 and (b) 1,969 units granted on June 1, 2020. F6 · derivative.exercise_date: Award vested on December 31, 2022 but was settled in shares of common stock on February 21, 2023. F6 · derivative.expiration_date: Award vested on December 31, 2022 but was settled in shares of common stock on February 21, 2023. Read SEC document |
| February 21, 2023 Filed Feb 23, 2023 22:21 UTC | XCEL ENERGY INC XEL · Entity 3042 | Tax withholdingCommon Stock | 12,204.475 | $68.01 | $830,026.34 |
DisclosureSEC source: 0001567619-23-003649 · doc1.xml · nonDerivative · entry 3 Rome Amanda J · CIK 0001812632 · EVP, Chief Legal and Complianc 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,534.86 F4 · shares: Represents the withholding of shares to satisfy tax obligations upon the settlement of the 2020-2022 performance share unit awards and restricted stock unit awards and the issuance of common stock under the 2022 annual incentive program. Fractional share interests were settled in cash. Read SEC document |
| February 21, 2023 Filed Feb 23, 2023 22:21 UTC | XCEL ENERGY INC XEL · Entity 3042 | Exercise / conversionCommon Stock | 2,852.198 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001567619-23-003649 · doc1.xml · nonDerivative · entry 2 Rome Amanda J · CIK 0001812632 · EVP, Chief Legal and Complianc 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,739.335 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · price: Restricted stock units are settled in common stock on a one-for-one basis. Read SEC document |
| February 21, 2023 Filed Feb 23, 2023 22:21 UTC | XCEL ENERGY INC XEL · Entity 3042 | GrantCommon Stock | 21,832.277 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-23-003649 · doc1.xml · nonDerivative · entry 1 Rome Amanda J · CIK 0001812632 · EVP, Chief Legal and Complianc 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,887.137 F1 · shares: Represents 16,927.167 shares of common stock issued upon settlement of performance share unit awards for the 2020-2022 performance period as well as 4,905.11 shares of common stock issued in lieu of a portion of the cash payment earned by the reporting person under the 2022 annual incentive program. F2 · balance_after: The amount includes 99.088 shares of stock acquired pursuant to the reinvestment of dividends since the reporting person's last report. Read SEC document |
| January 03, 2023 Filed Jan 5, 2023 23:43 UTC | XCEL ENERGY INC XEL · Entity 3042 | GrantRestricted Stock Units · Derivative | 5,138 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-23-000552 · doc1.xml · derivative · entry 1 Rome Amanda J · CIK 0001812632 · EVP, Chief Legal and Complianc 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,138 Underlying: Common Stock · 5,138 shares Expires 2025-12-31 F1 · derivative.exercise_price: Upon vesting, each restricted stock unit may be settled in one share of Xcel Energy common stock or in the cash value thereof, or a combination of cash and shares, in the discretion of the Governance, Compensation and Nominating Committee. F2 · derivative.exercise_date: Award vests on December 31, 2025. Read SEC document |
| March 01, 2022 Filed Mar 3, 2022 23:05 UTC | XCEL ENERGY INC XEL · Entity 3042 | Tax withholdingCommon Stock | 240.269 | $67.33 | $16,177.31 |
DisclosureSEC source: 0001567619-22-006292 · doc1.xml · nonDerivative · entry 1 Rome Amanda J · CIK 0001812632 · EVP, Chief Legal and Complianc 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,955.772 F1 · shares: Represents the withholding of shares to satisfy tax obligations in connection with the vesting of restricted stock received by the reporting person on February 16, 2021 in lieu of a cash payment under the Xcel Energy Executive Annual Incentive Award Plan. Fractional share interests were settled in cash. Read SEC document |
| February 22, 2022 Filed Feb 25, 2022 02:04 UTC | XCEL ENERGY INC XEL · Entity 3042 | Exercise / conversionRestricted Stock Units · Derivative | 1,830.629 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-22-005543 · doc1.xml · derivative · entry 6 Rome Amanda J · CIK 0001812632 · EVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,830.629 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_price: Restricted stock units are settled in common stock on a one-for-one basis. F7 · shares: Number of units shown reflects 475.512 additional units as a result of actual performance in excess of target and the reinvestment of dividend equivalents since the award was originally reported on Form 3. F6 · derivative.exercise_date: Award vested on December 31, 2021 but was settled in shares of common stock on February 22, 2022. F6 · derivative.expiration_date: Award vested on December 31, 2021 but was settled in shares of common stock on February 22, 2022. Read SEC document |
| February 22, 2022 Filed Feb 25, 2022 02:04 UTC | XCEL ENERGY INC XEL · Entity 3042 | Exercise / conversionRestricted Stock Units · Derivative | 358.36 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-22-005543 · doc1.xml · derivative · entry 5 Rome Amanda J · CIK 0001812632 · EVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 358.36 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_price: Restricted stock units are settled in common stock on a one-for-one basis. F5 · shares: Number of units shown reflects 16.056 additional units as a result of the reinvestment of dividend equivalents since the award was originally reported on Form 3. F6 · derivative.exercise_date: Award vested on December 31, 2021 but was settled in shares of common stock on February 22, 2022. F6 · derivative.expiration_date: Award vested on December 31, 2021 but was settled in shares of common stock on February 22, 2022. Read SEC document |
| February 22, 2022 Filed Feb 25, 2022 02:04 UTC | XCEL ENERGY INC XEL · Entity 3042 | Tax withholdingCommon Stock | 2,937.196 | $66.00 | $193,854.94 |
DisclosureSEC source: 0001567619-22-005543 · doc1.xml · nonDerivative · entry 4 Rome Amanda J · CIK 0001812632 · EVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,196.041 F4 · shares: Represents the withholding of shares to satisfy tax obligations upon the settlement of performance share unit awards and restricted stock unit awards for the 2019-2021 performance period. Fractional share interests were settled in cash. Read SEC document |
| February 22, 2022 Filed Feb 25, 2022 02:04 UTC | XCEL ENERGY INC XEL · Entity 3042 | Exercise / conversionCommon Stock | 1,830.629 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001567619-22-005543 · doc1.xml · nonDerivative · entry 3 Rome Amanda J · CIK 0001812632 · EVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,133.237 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · price: Restricted stock units are settled in common stock on a one-for-one basis. Read SEC document |
| February 22, 2022 Filed Feb 25, 2022 02:04 UTC | XCEL ENERGY INC XEL · Entity 3042 | Exercise / conversionCommon Stock | 358.36 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001567619-22-005543 · doc1.xml · nonDerivative · entry 2 Rome Amanda J · CIK 0001812632 · EVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,302.608 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · price: Restricted stock units are settled in common stock on a one-for-one basis. Read SEC document |
| February 22, 2022 Filed Feb 25, 2022 02:04 UTC | XCEL ENERGY INC XEL · Entity 3042 | GrantCommon Stock | 5,651.207 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-22-005543 · doc1.xml · nonDerivative · entry 1 Rome Amanda J · CIK 0001812632 · EVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,944.248 F1 · shares: Represents the settlement of performance share unit awards for the 2019-2021 performance period. F2 · balance_after: The amount includes 62.041 shares of stock acquired pursuant to the reinvestment of dividends since the reporting person's last report. Read SEC document |
| January 03, 2022 Filed Jan 5, 2022 21:19 UTC | XCEL ENERGY INC XEL · Entity 3042 | GrantRestricted Stock Units · Derivative | 3,592 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-22-000535 · doc1.xml · derivative · entry 1 Rome Amanda J · CIK 0001812632 · EVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,592 Underlying: Common Stock · 3,592 shares Expires 2024-12-31 F1 · derivative.exercise_price: Upon vesting, each restricted stock unit may be settled in one share of Xcel Energy common stock or in the cash value thereof, or a combination of cash and shares, in the discretion of the Governance, Compensation and Nominating Committee. F2 · derivative.exercise_date: Award vests on December 31, 2024. Read SEC document |
| February 16, 2021 Filed Feb 18, 2021 23:20 UTC | XCEL ENERGY INC XEL · Entity 3042 | Exercise / conversionRestricted Stock Units · Derivative | 1,505.26 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-21-004457 · doc1.xml · derivative · entry 4 Rome Amanda J · CIK 0001812632 · EVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,505.26 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Restricted stock units are settled in common stock on a one-for-one basis. F3 · shares: Number of units shown reflects 520.691 additional units as a result of actual performance in excess of target and the reinvestment of dividend equivalents since the award was originally reported on Form 3. F4 · derivative.exercise_date: Award vested on December 31, 2020 but was settled in shares of common stock on February 16, 2021. F4 · derivative.expiration_date: Award vested on December 31, 2020 but was settled in shares of common stock on February 16, 2021. Read SEC document |
| February 16, 2021 Filed Feb 18, 2021 23:20 UTC | XCEL ENERGY INC XEL · Entity 3042 | Tax withholdingCommon Stock | 1,707.01 | $61.54 | $105,049.40 |
DisclosureSEC source: 0001567619-21-004457 · doc1.xml · nonDerivative · entry 3 Rome Amanda J · CIK 0001812632 · EVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,231 F2 · balance_after: Fractional share interests relating to the settlement of restricted stock unit awards, and relating to share withholding for taxes, were settled in cash. Read SEC document |
| February 16, 2021 Filed Feb 18, 2021 23:20 UTC | XCEL ENERGY INC XEL · Entity 3042 | Exercise / conversionCommon Stock | 1,505.26 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001567619-21-004457 · doc1.xml · nonDerivative · entry 2 Rome Amanda J · CIK 0001812632 · EVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,938.01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Restricted stock units are settled in common stock on a one-for-one basis. Read SEC document |
| February 16, 2021 Filed Feb 18, 2021 23:20 UTC | XCEL ENERGY INC XEL · Entity 3042 | GrantCommon Stock | 4,283.75 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-21-004457 · doc1.xml · nonDerivative · entry 1 Rome Amanda J · CIK 0001812632 · EVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,432.75 Read SEC document |
| January 04, 2021 Filed Jan 6, 2021 21:55 UTC | XCEL ENERGY INC XEL · Entity 3042 | GrantRestricted Stock Units · Derivative | 3,199 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-21-000600 · doc1.xml · derivative · entry 1 Rome Amanda J · CIK 0001812632 · EVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,199 Underlying: Common Stock · 3,199 shares Expires 2023-12-31 F1 · derivative.exercise_price: Upon vesting, each restricted stock unit may be settled in one share of Xcel Energy common stock or in the cash value thereof, or a combination of cash and shares, in the discretion of the Governance, Compensation and Nominating Committee. F2 · derivative.exercise_date: Award vests on December 31, 2023. Read SEC document |
| June 01, 2020 Filed Jun 3, 2020 19:09 UTC | XCEL ENERGY INC XEL · Entity 3042 | GrantRestricted Stock Units · Derivative | 1,969 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-20-011576 · doc1.xml · derivative · entry 1 Rome Amanda J · CIK 0001812632 · EVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,969 shares Expires 2022-12-31 F1 · derivative.exercise_price: Upon vesting, each restricted stock unit may be settled in one share of Xcel Energy common stock or in the cash value thereof, or a combination of cash and shares, in the discretion of the Governance, Compensation and Nominating Committee. F2 · derivative.exercise_date: Award vests on December 31, 2022. 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.