Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| XCEL ENERGY INCXEL · Entity 3042 | EVP, Chief Delivery Officer | March 02, 2026 | March 04, 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 02, 2026 · Filed March 04, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 16,654.12 |
Reported balance
After 2026-03-02 transaction · row 1
1 source rowRow 1 · 2026-03-02 · Grant · Acquired 4,655 · Balance 16,654.12 F1: 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. |
| Common StockSEC Table I · non-derivative | IndirectBy Michael G. Lamb Family Trust | 23,808.444 |
Reported balance
Holding disclosure · report date 2026-03-02 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 23,808.444 |
| Common StockSEC Table I · non-derivative | Indirect401(k) | 2,023.793 |
Reported balance
Holding disclosure · report date 2026-03-02 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 2,023.793 F2: Shares held in the Xcel Energy Stock Fund under the Xcel Energy 401(k) Savings Plan as of a plan statement dated March 2, 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: 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.
F2: Shares held in the Xcel Energy Stock Fund under the Xcel Energy 401(k) Savings Plan as of a plan statement dated March 2, 2026.
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 02, 2026 Filed Mar 4, 2026 21:28 UTC | XCEL ENERGY INC XEL · Entity 3042 | GrantCommon Stock | 4,655 | $0.00 | $0.00 |
DisclosureSEC source: 0000072903-26-000035 · form4.xml · nonDerivative · entry 1 Lamb Michael G. · CIK 0002062439 · EVP, Chief Delivery Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,654.12 F1 · 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 |
| February 24, 2026 Filed Feb 26, 2026 23:21 UTC | XCEL ENERGY INC XEL · Entity 3042 | Exercise / conversionRestricted Stock Units · Derivative | 2,887.776 | $0.00 | $0.00 |
DisclosureSEC source: 0000072903-26-000022 · form4.xml · derivative · entry 6 Lamb Michael G. · CIK 0002062439 · EVP, Chief Delivery Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,887.776 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. F2 · derivative.exercise_price: Restricted stock units are settled in common stock on a one-for-one basis. F5 · shares: Number of units shown reflects 245.776 additional units as a result of the reinvestment of dividend equivalents since the original grant. 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 23:21 UTC | XCEL ENERGY INC XEL · Entity 3042 | Tax withholdingCommon Stock | 1,977.776 | $83.35 | $164,847.63 |
DisclosureSEC source: 0000072903-26-000022 · form4.xml · nonDerivative · entry 3 Lamb Michael G. · CIK 0002062439 · EVP, Chief Delivery Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,999.12 F3 · 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 23:21 UTC | XCEL ENERGY INC XEL · Entity 3042 | Exercise / conversionCommon Stock | 2,887.776 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000072903-26-000022 · form4.xml · nonDerivative · entry 2 Lamb Michael G. · CIK 0002062439 · EVP, Chief Delivery Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,976.896 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. F2 · 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 23:21 UTC | XCEL ENERGY INC XEL · Entity 3042 | GrantCommon Stock | 3,615 | $0.00 | $0.00 |
DisclosureSEC source: 0000072903-26-000022 · form4.xml · nonDerivative · entry 1 Lamb Michael G. · CIK 0002062439 · EVP, Chief Delivery Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,089.12 F1 · shares: Represents the settlement of performance share unit awards for the 2023-2025 performance period. Read SEC document |
| December 16, 2025 Filed Dec 16, 2025 22:52 UTC | XCEL ENERGY INC XEL · Entity 3042 | GiftCommon Stock | 700 | $0.00 | $0.00 |
DisclosureSEC source: 0000072903-25-000270 · form4.xml · nonDerivative · entry 1 Lamb Michael G. · CIK 0002062439 · EVP, Chief Delivery Officer 10b5-1 filing: No plan indicated Ownership: Indirect · By Michael G. Lamb Family Trust Disclosed balance after: 23,808.444 Read SEC document |
| September 04, 2025 Filed Sep 5, 2025 20:12 UTC | XCEL ENERGY INC XEL · Entity 3042 | GiftCommon Stock | 24,508.444 | $0.00 | $0.00 |
DisclosureSEC source: 0000072903-25-000238 · form4.xml · nonDerivative · entry 2 Lamb Michael G. · CIK 0002062439 · EVP, Chief Delivery Officer 10b5-1 filing: No plan indicated Ownership: Indirect · By Michael G. Lamb Family Trust Disclosed balance after: 24,508.444 F1 · shares: The shares were gifted to a revocable trust for the benefit of the reporting person's wife. F1 · balance_after: The shares were gifted to a revocable trust for the benefit of the reporting person's wife. Read SEC document |
| September 04, 2025 Filed Sep 5, 2025 20:12 UTC | XCEL ENERGY INC XEL · Entity 3042 | GiftCommon Stock | 24,508.444 | $0.00 | $0.00 |
DisclosureSEC source: 0000072903-25-000238 · form4.xml · nonDerivative · entry 1 Lamb Michael G. · CIK 0002062439 · EVP, Chief Delivery Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,474.12 F1 · shares: The shares were gifted to a revocable trust for the benefit of the reporting person's wife. Read SEC document |
| May 01, 2025 Filed May 5, 2025 20:44 UTC | XCEL ENERGY INC XEL · Entity 3042 | GrantCommon Stock | 1,897 | $0.00 | $0.00 |
DisclosureSEC source: 0000072903-25-000097 · form4.xml · nonDerivative · entry 1 Lamb Michael G. · CIK 0002062439 · EVP, Chief Delivery Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,982.564 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. 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.