Xcel Energy (NASDAQ: XEL) director files Form 3 with zero shares
Rhea-AI Filing Summary
Xcel Energy Inc director Peter W. Carter submitted an initial statement of beneficial ownership of securities indicating that he holds no securities beneficially owned in the company. The report lists a holding entry showing 0.0000 shares owned following the reported position as of 2026-07-29.
Positive
- None.
Negative
- None.
Insider Trade Summary
1 transaction reported
Mixed
1 txn
Insider
Carter Peter W
Role
Director
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| holding | No Securities Beneficially Owned | -- | -- | -- |
Holdings After Transaction:
No Securities Beneficially Owned — 0 shares (Direct)
Key Figures
Shares beneficially owned: 0.0000 shares
Holding entries reported: 1
Insider buy transactions: 0
+1 more
4 metrics
Shares beneficially owned
0.0000 shares
Total shares following the reported holding entry on 2026-07-29
Holding entries reported
1
Number of holding rows indicating ownership status
Insider buy transactions
0
Buy transactions count in transactionSummary
Insider sell transactions
0
Sell transactions count in transactionSummary
Key Terms
beneficially owned, reporting person, Power of Attorney
3 terms
beneficially owned regulatory
"Security title shows "No Securities Beneficially Owned" for the position"
Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.
reporting person regulatory
"The reportingPersons section lists Peter W. Carter as reporting person"
Power of Attorney regulatory
"Remarks reference an Exhibit 24.0 listed as a Power of Attorney"
A power of attorney is a legal document that allows one person to make decisions and act on behalf of another person, often in financial or legal matters. It’s like giving someone a trusted helper or agent the authority to handle important tasks if you are unable to do so yourself. This matters to investors because it can impact how their assets are managed or transferred if they become unable to oversee their affairs.
AI-generated analysis. How Rhea-AI works. Not financial advice.
FAQ
What does the XEL Form 3 for Peter W. Carter report?
The Form 3 shows that director Peter W. Carter reported no securities beneficially owned in Xcel Energy Inc. A single holding entry lists 0.0000 shares owned following the reported position as of 2026-07-29.
What is Peter W. Carter’s role at Xcel Energy (XEL) in this ownership report?
In this ownership report, Peter W. Carter is identified as a director of Xcel Energy Inc. He is not reported as an officer or 10% owner, and his Form 3 focuses on his initial beneficial ownership status as a board member.
Are there any insider buy or sell transactions in this XEL Form 3?
No insider buy or sell transactions are shown. The transaction summary reports 0 buy and 0 sell transactions, and there is only one holding entry indicating no securities beneficially owned rather than any purchase or sale activity.
What ownership details are disclosed for XEL in Peter W. Carter’s Form 3?
The Form 3 discloses that Peter W. Carter has direct ownership type with 0.0000 shares beneficially owned after the reported holding entry. No derivative securities, option positions, or other forms of beneficial ownership are listed in this report.