Welcome to our dedicated page for Xcel Energy SEC filings (Ticker: XEL), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Xcel Energy Inc. filings document the regulatory record of a public utility holding company and its electric and natural gas utility subsidiaries. The filings cover operating and financial results, common stock and registered note securities, subsidiary registrants including Northern States Power, Public Service Company of Colorado and Southwestern Public Service Company, and material events reported on Form 8-K.
Company disclosures include proxy materials for annual shareholder voting, board and committee governance, executive compensation matters, debt and liquidity arrangements, equity distribution programs, junior subordinated notes, first mortgage bond transactions and other capital-structure activity. The record also identifies Nasdaq-listed securities under XEL and XELLL and provides formal disclosures tied to utility operations, financing, governance and risk oversight.
Xcel Energy Inc. reported first quarter 2026 GAAP diluted earnings per share of $0.89, up from $0.84 in 2025, on net income of $556 million and operating revenues of $4.021 billion. Ongoing diluted EPS, which excludes Prairie Island outage refunds and Marshall Wildfire insurance recoveries, was $0.91.
Results benefited from higher electric revenues, increased allowance for funds used during construction and regulatory rate outcomes, partly offset by higher interest expense, increased depreciation and the negative earnings impact of warm weather. Xcel Energy reaffirmed its 2026 ongoing EPS guidance of $4.04 to $4.16 and outlined substantial planned financing and resource investments while updating wildfire-related loss estimates and insurance recoveries.
Xcel Energy Inc reports a 13G filing showing 34,848,115 shares beneficially owned by Vanguard Portfolio Management, representing 5.58% of common stock as of 03/31/2026.
The filing states Vanguard Portfolio Management LLC and affiliated business divisions exercise dispositive power over these shares while holding sole voting power for 71,640 shares. Ownership is reported on behalf of Vanguard funds and managed accounts per the filer’s disclosure.
Xcel Energy Inc ownership disclosure: Vanguard Capital Management reports 45,753,794 shares of Common Stock, representing 7.33% of the class. The filing states Vanguard has sole dispositive power over 45,753,794 shares and sole voting power for 6,264,632 shares.
Xcel Energy is asking shareholders to vote at its virtual 2026 annual meeting on May 20, 2026 on three items: electing 10 directors, an advisory say-on-pay vote and ratifying Deloitte & Touche as auditor for 2026.
The proxy highlights 2025 performance, including $3.80 ongoing EPS, record $12 billion of infrastructure investment and 99.98% electric reliability. Management notes 21 consecutive years of meeting or exceeding initial earnings guidance and 23 years of consecutive dividend increases. The company reports a 58% reduction in carbon emissions from 2005 levels and a goal to be a net-zero energy provider by 2050.
Xcel outlines a five-year, $60 billion capital plan for 2026–2030, adding 1,900 MW of storage, 3,000 MW of natural gas generation and 7,500 MW of zero-carbon renewables, plus $5 billion for grid hardening and wildfire mitigation. The proxy emphasizes strong governance practices, an experienced mostly independent board, clear risk oversight and a pay-for-performance compensation program that ties a significant portion of executive pay to EPS growth, carbon reduction and other operational and sustainability metrics.
XCEL ENERGY INC director Timothy A. Welsh received a compensation-related stock award. He acquired 480.215 stock equivalent units tied to common stock as part of his director retainer. Of these, 400.179 units were granted at a price of $78.09 per unit instead of his quarterly cash retainer, and 80.036 units were granted at no cost as a 20% premium on that retainer amount.
The stock equivalent units will be paid in whole shares of common stock, with any fractional units settled in cash, after Welsh’s service as a director ends. Following this award, his directly held common stock and stock equivalent units total 14,660.215 shares and units, indicating this is a routine compensation grant rather than an open-market purchase.
XCEL ENERGY INC director Charles G. Pardee received an equity-based grant tied to board compensation. He acquired 580.527 stock equivalent units of common stock as part of his director retainer, bringing his directly owned common stock and units to 30,940.792 shares-equivalent.
According to the disclosure, 483.772 of these stock equivalent units were granted at a price of $78.09 per unit in lieu of his quarterly cash retainer, while 96.775 units were granted at no cost as a 20% premium on that retainer amount. The units are payable in whole shares of common stock after he leaves the board, and any fractional units will be settled in cash. The position also includes 118.552 stock equivalent units previously acquired through the reinvestment of dividend equivalents, showing that a portion of his stake grows automatically as dividends are paid.
Casey Lynn reported acquisition or exercise transactions in this Form 4 filing.
XCEL ENERGY INC director Lynn Casey received an equity-based compensation award. On this Form 4, Casey was granted 518.632 stock equivalent units tied to common stock, bringing direct holdings to 40,575.957 shares and units.
The award is a retainer granted in stock equivalent units that will be paid in whole shares of common stock after Casey’s board service ends, with any fractional units paid in cash. Of the 518.632 units, 432.193 were granted at $78.09 per unit in place of a quarterly cash retainer, and 86.439 were granted at no cost as a 20% premium on that retainer amount.
XCEL ENERGY INC director Megan D. Burkhart received an equity-based compensation grant in the form of stock equivalent units tied to common stock. She acquired 614.675 stock equivalent units, bringing her direct holdings to 20,854.328 common shares-equivalent after the award.
According to the footnotes, the retainer was granted as stock equivalent units payable in whole shares of common stock after she leaves the board, with any fractional units paid in cash. Of the 614.675 units, 512.229 were granted at $78.09 per unit in lieu of her quarterly cash retainer, and 102.446 units were granted at no cost as a 20% premium on that retainer. Her total includes 150.836 units accumulated through the reinvestment of dividend equivalents.
Xcel Energy Inc: The Vanguard Group filed an Amendment No. 11 to a Schedule 13G/A and reports 0 shares beneficially owned, representing 0% of the class.
The filing explains an internal realignment effective January 12, 2026 and states certain subsidiaries will report holdings separately in reliance on SEC Release No. 34-39538. The filing is signed by Ashley Grim, Head of Global Fund Administration, dated 03/27/2026.