Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| XCEL ENERGY INCXEL · Entity 3042 | SVP, Controller | 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 | 12,330.138 |
Reported balance
After 2026-03-02 transaction · row 1
1 source rowRow 1 · 2026-03-02 · Grant · Acquired 1,450 · Balance 12,330.138 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 | Indirect401(k) | 403.981 |
Reported balance
Holding disclosure · report date 2026-03-02 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 403.981 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 21:29 UTC | XCEL ENERGY INC XEL · Entity 3042 | GrantCommon Stock | 1,450 | $0.00 | $0.00 |
DisclosureSEC source: 0000072903-26-000041 · form4.xml · nonDerivative · entry 1 Ostrom Melissa · CIK 0002012625 · SVP, Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,330.138 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 23:22 UTC | XCEL ENERGY INC XEL · Entity 3042 | Exercise / conversionRestricted Stock Units · Derivative | 1,104.14 | $0.00 | $0.00 |
DisclosureSEC source: 0000072903-26-000025 · form4.xml · derivative · entry 5 Ostrom Melissa · CIK 0002012625 · SVP, Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,104.14 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. F6 · shares: Number of units shown reflects 105.14 additional units as a result of the reinvestment of dividend equivalents since the original grant. F7 · derivative.exercise_date: Award vested on December 31, 2025 but was settled in shares of common stock on February 24, 2026. F7 · 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 23:22 UTC | XCEL ENERGY INC XEL · Entity 3042 | Tax withholdingCommon Stock | 1,546.14 | $83.35 | $128,870.77 |
DisclosureSEC source: 0000072903-26-000025 · form4.xml · nonDerivative · entry 3 Ostrom Melissa · CIK 0002012625 · SVP, Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,880.138 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 23:22 UTC | XCEL ENERGY INC XEL · Entity 3042 | Exercise / conversionCommon Stock | 1,104.14 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000072903-26-000025 · form4.xml · nonDerivative · entry 2 Ostrom Melissa · CIK 0002012625 · SVP, Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,426.278 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 23:22 UTC | XCEL ENERGY INC XEL · Entity 3042 | GrantCommon Stock | 3,775 | $0.00 | $0.00 |
DisclosureSEC source: 0000072903-26-000025 · form4.xml · nonDerivative · entry 1 Ostrom Melissa · CIK 0002012625 · SVP, Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,322.138 F1 · shares: Represents the settlement of performance share unit awards for the 2023-2025 performance period. F2 · balance_after: The amount includes 101.334 shares of stock acquired pursuant to the reinvestment of dividends since the reporting person's last report. Read SEC document |
| February 25, 2025 Filed Feb 27, 2025 22:28 UTC | XCEL ENERGY INC XEL · Entity 3042 | Exercise / conversionRestricted Stock Units · Derivative | 361.471 | $0.00 | $0.00 |
DisclosureSEC source: 0000072903-25-000041 · form4.xml · derivative · entry 7 Ostrom Melissa · CIK 0002012625 · SVP, Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 361.471 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. F8 · shares: Number of units shown reflects adjustments since the award was originally granted on January 3, 2022 of (1) 82.6 fewer units as a result of actual performance and (2) 31.071 additional units as a result of the reinvestment of dividend equivalents. F7 · derivative.exercise_date: Award vested on December 31, 2024 but was settled in shares of common stock on February 25, 2025. F7 · 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 22:28 UTC | XCEL ENERGY INC XEL · Entity 3042 | Exercise / conversionRestricted Stock Units · Derivative | 872.818 | $0.00 | $0.00 |
DisclosureSEC source: 0000072903-25-000041 · form4.xml · derivative · entry 6 Ostrom Melissa · CIK 0002012625 · SVP, Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 872.818 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. F6 · shares: Number of units shown reflects 69.818 additional units as a result of the reinvestment of dividend equivalents since the award was originally granted on May 10, 2022. F7 · derivative.exercise_date: Award vested on December 31, 2024 but was settled in shares of common stock on February 25, 2025. F7 · 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 22:28 UTC | XCEL ENERGY INC XEL · Entity 3042 | Tax withholdingCommon Stock | 1,500.289 | $70.78 | $106,190.46 |
DisclosureSEC source: 0000072903-25-000041 · form4.xml · nonDerivative · entry 4 Ostrom Melissa · CIK 0002012625 · SVP, Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,445.804 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 22:28 UTC | XCEL ENERGY INC XEL · Entity 3042 | Exercise / conversionCommon Stock | 361.471 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000072903-25-000041 · form4.xml · nonDerivative · entry 3 Ostrom Melissa · CIK 0002012625 · SVP, Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,946.093 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 22:28 UTC | XCEL ENERGY INC XEL · Entity 3042 | Exercise / conversionCommon Stock | 872.818 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000072903-25-000041 · form4.xml · nonDerivative · entry 2 Ostrom Melissa · CIK 0002012625 · SVP, Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,584.622 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 22:28 UTC | XCEL ENERGY INC XEL · Entity 3042 | GrantCommon Stock | 3,656 | $0.00 | $0.00 |
DisclosureSEC source: 0000072903-25-000041 · form4.xml · nonDerivative · entry 1 Ostrom Melissa · CIK 0002012625 · SVP, Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,711.804 F1 · shares: Represents the settlement of performance share unit awards for the 2022-2024 performance period. F2 · balance_after: The amount includes 19.177 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 23:38 UTC | XCEL ENERGY INC XEL · Entity 3042 | GrantCommon Stock | 1,706 | $0.00 | $0.00 |
DisclosureSEC source: 0000072903-25-000014 · form4.xml · nonDerivative · entry 1 Ostrom Melissa · CIK 0002012625 · SVP, Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,036.627 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 65.044 shares of stock acquired pursuant to the reinvestment of dividends since the reporting person's last report. 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.