Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| XCEL ENERGY INCXEL · Entity 3042 | SVP, Chief Human Resources Off | 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 | 25,081.373 |
Reported balance
After 2026-03-02 transaction · row 1
1 source rowRow 1 · 2026-03-02 · Grant · Acquired 4,207 · Balance 25,081.373 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. |
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.
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 | 4,207 | $0.00 | $0.00 |
DisclosureSEC source: 0000072903-26-000040 · form4.xml · nonDerivative · entry 1 Correa Patricia · CIK 0001907921 · SVP, Chief Human Resources Off 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,081.373 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 | 3,235.053 | $0.00 | $0.00 |
DisclosureSEC source: 0000072903-26-000024 · form4.xml · derivative · entry 4 Correa Patricia · CIK 0001907921 · SVP, Chief Human Resources Off 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,235.053 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 308.053 dividend equivalents since the original grant of 2,927 units on January 3, 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 23:22 UTC | XCEL ENERGY INC XEL · Entity 3042 | Tax withholdingCommon Stock | 4,921.053 | $83.35 | $410,169.77 |
DisclosureSEC source: 0000072903-26-000024 · form4.xml · nonDerivative · entry 3 Correa Patricia · CIK 0001907921 · SVP, Chief Human Resources Off 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,874.373 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 | 3,235.053 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000072903-26-000024 · form4.xml · nonDerivative · entry 2 Correa Patricia · CIK 0001907921 · SVP, Chief Human Resources Off 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,795.426 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 | 11,053 | $0.00 | $0.00 |
DisclosureSEC source: 0000072903-26-000024 · form4.xml · nonDerivative · entry 1 Correa Patricia · CIK 0001907921 · SVP, Chief Human Resources Off 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,560.373 F1 · shares: Represents the settlement of performance share unit awards for the 2023-2025 performance period. F2 · balance_after: The amount includes 201.917 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 22:27 UTC | XCEL ENERGY INC XEL · Entity 3042 | Exercise / conversionRestricted Stock Units · Derivative | 1,665.132 | $0.00 | $0.00 |
DisclosureSEC source: 0000072903-25-000039 · form4.xml · derivative · entry 4 Correa Patricia · CIK 0001907921 · SVP, Chief Human Resources Off 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,665.132 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 143.132 dividend equivalents since the original grant of 1,522 units on February 1, 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 22:27 UTC | XCEL ENERGY INC XEL · Entity 3042 | Tax withholdingCommon Stock | 2,342.132 | $70.78 | $165,776.10 |
DisclosureSEC source: 0000072903-25-000039 · form4.xml · nonDerivative · entry 3 Correa Patricia · CIK 0001907921 · SVP, Chief Human Resources Off 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,305.456 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 22:27 UTC | XCEL ENERGY INC XEL · Entity 3042 | Exercise / conversionCommon Stock | 1,665.132 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000072903-25-000039 · form4.xml · nonDerivative · entry 2 Correa Patricia · CIK 0001907921 · SVP, Chief Human Resources Off 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,647.588 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 22:27 UTC | XCEL ENERGY INC XEL · Entity 3042 | GrantCommon Stock | 5,983 | $0.00 | $0.00 |
DisclosureSEC source: 0000072903-25-000039 · form4.xml · nonDerivative · entry 1 Correa Patricia · CIK 0001907921 · SVP, Chief Human Resources Off 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,982.456 F1 · shares: Represents the settlement of performance share unit awards for the 2022-2024 performance period. F2 · balance_after: The amount includes 9.575 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 23:36 UTC | XCEL ENERGY INC XEL · Entity 3042 | GrantCommon Stock | 4,824 | $0.00 | $0.00 |
DisclosureSEC source: 0000072903-25-000012 · form4.xml · nonDerivative · entry 1 Correa Patricia · CIK 0001907921 · SVP, Chief Human Resources Off 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,989.881 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 9.881 shares of stock acquired pursuant to the reinvestment of dividends since the reporting person's last report. Read SEC document |
| February 20, 2024 Filed Feb 22, 2024 21:25 UTC | XCEL ENERGY INC XEL · Entity 3042 | Exercise / conversionRestricted Stock Units · Derivative | 763.583 | $0.00 | $0.00 |
DisclosureSEC source: 0000072903-24-000046 · form4.xml · derivative · entry 4 Correa Patricia · CIK 0001907921 · SVP, Chief Human Resources Off 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 763.583 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. F4 · shares: Number of units shown reflects the reinvestment of 45.583 dividend equivalents since the original grant of 718 units on February 1, 2022. F5 · derivative.exercise_date: Award vested on December 31, 2023 but was settled in shares of common stock on February 20, 2024. F5 · 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 | 511.473 | $59.07 | $30,212.71 |
DisclosureSEC source: 0000072903-24-000046 · form4.xml · nonDerivative · entry 3 Correa Patricia · CIK 0001907921 · SVP, Chief Human Resources Off 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,156 F3 · 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 | 763.583 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000072903-24-000046 · form4.xml · nonDerivative · entry 2 Correa Patricia · CIK 0001907921 · SVP, Chief Human Resources Off 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,667.473 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 20, 2024 Filed Feb 22, 2024 21:25 UTC | XCEL ENERGY INC XEL · Entity 3042 | GrantCommon Stock | 903.89 | $0.00 | $0.00 |
DisclosureSEC source: 0000072903-24-000046 · form4.xml · nonDerivative · entry 1 Correa Patricia · CIK 0001907921 · SVP, Chief Human Resources Off 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 903.89 F1 · shares: Represents the settlement of performance share unit awards for the 2021-2023 performance period. Read SEC document |
| January 02, 2024 Filed Jan 4, 2024 22:19 UTC | XCEL ENERGY INC XEL · Entity 3042 | GrantRestricted Stock Units · Derivative | 9,769 | $0.00 | $0.00 |
DisclosureSEC source: 0000072903-24-000026 · form4.xml · derivative · entry 1 Correa Patricia · CIK 0001907921 · SVP, Chief Human Resources Off 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,769 Underlying: Common Stock · 9,769 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 |
| January 03, 2023 Filed Jan 5, 2023 23:45 UTC | XCEL ENERGY INC XEL · Entity 3042 | GrantRestricted Stock Units · Derivative | 2,927 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-23-000556 · doc1.xml · derivative · entry 1 Correa Patricia · CIK 0001907921 · SVP, Chief Human Resources Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,927 Underlying: Common Stock · 2,927 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 |
| February 01, 2022 Filed Feb 3, 2022 21:46 UTC | XCEL ENERGY INC XEL · Entity 3042 | GrantRestricted Stock Units · Derivative | 1,522 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-22-002454 · doc1.xml · derivative · entry 2 Correa Patricia · CIK 0001907921 · SVP, Chief Human Resources Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,522 Underlying: Common Stock · 1,522 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. F3 · derivative.exercise_date: Award vests on December 31, 2024. Read SEC document |
| February 01, 2022 Filed Feb 3, 2022 21:46 UTC | XCEL ENERGY INC XEL · Entity 3042 | GrantRestricted Stock Units · Derivative | 718 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-22-002454 · doc1.xml · derivative · entry 1 Correa Patricia · CIK 0001907921 · SVP, Chief Human Resources Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 718 Underlying: Common Stock · 718 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.