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 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.
Xcel Energy executive Amanda J. Rome reported a small inheritance-related change in her shareholdings. On the reported date, an estate or will transfer involving 6 shares of common stock was recorded under a non-market code. After this adjustment, she directly holds 55,819.097 Xcel Energy common shares.
Xcel Energy Inc. senior vice president and controller Melissa Ostrom acquired an award of 1,450 restricted stock units of common stock on March 2, 2026. These units will vest on December 31, 2028 if she is still employed by Xcel Energy, and will then convert into shares on a one-for-one basis. The filing also reports 403.981 shares held indirectly in the Xcel Energy Stock Fund through the company’s 401(k) savings plan as of a March 2, 2026 plan statement.
Correa Patricia reported acquisition or exercise transactions in this Form 4 filing.
XCEL ENERGY INC senior vice president Patricia Correa reported an equity award of 4,207 restricted stock units on common stock. The units vest on December 31, 2028 if she remains employed with Xcel Energy through that date and will settle one-for-one in common shares. Following this grant, her directly held and awarded common stock position totals 25,081.373 shares.
Sharp Scott reported acquisition or exercise transactions in this Form 4 filing.
Xcel Energy EVP and Chief Generation Officer Scott Sharp received a grant of 4,118 restricted stock units on Xcel Energy common stock at no cost. These units vest on December 31, 2028, if he remains employed with the company, and will be settled one-for-one in common shares. After this award, he directly holds 30,274.073 common shares, and an additional 97.242 shares are held indirectly in the Xcel Energy Stock Fund under the company’s 401(k) Savings Plan as of a statement dated March 2, 2026.
Xcel Energy executive vice president and chief delivery officer Michael G. Lamb reported an equity award of 4,655 restricted stock units of common stock on March 2, 2026. These units vest on December 31, 2028 if he remains employed, and will then convert into an equal number of Xcel Energy common shares.
After this grant, Lamb directly holds 16,654.12 shares of common stock. Indirect holdings include 23,808.444 shares in the Michael G. Lamb Family Trust and 2,023.793 shares in the Xcel Energy Stock Fund within the company 401(k) Savings Plan as of a statement dated March 2, 2026.
Xcel Energy EVP Ryan J. Long reported mixed insider activity in company stock. He completed an open-market sale of 800 shares of common stock at a weighted average price of $82.91 per share, with sale prices ranging from $82.87 to $82.94.
Long also received a grant of 5,370 restricted stock units that will vest on December 31, 2028, if he remains employed by Xcel Energy, and will settle into common shares on a one-for-one basis. Following these transactions, he directly owned 19,760.894 shares, and an additional 1,919.907 shares were held indirectly in the Xcel Energy Stock Fund under the company 401(k) Savings Plan as of a plan statement dated March 2, 2026.
Xcel Energy EVP Amanda J. Rome reported mixed share activity. She completed an open-market sale of 15,969 shares of common stock at a weighted average price of $83.61 per share, with individual trades ranging from $83.50 to $83.82. After this sale, she directly held 47,937.097 shares.
Rome also acquired 7,876 restricted stock units at no cost as a grant. These RSUs are scheduled to vest on December 31, 2028, contingent on her continued employment with Xcel Energy, and will be settled one-for-one in shares of Xcel Energy common stock, bringing her direct holdings to 55,813.097 shares.
Xcel Energy EVP and Chief Financial Officer Brian J. Van Abel acquired 9,129 restricted stock units tied to common stock in a grant on March 2, 2026. These units vest on December 31, 2028 if he remains employed, then convert one-for-one into common shares.
After the award, his directly owned common stock totaled 110,697.05 shares. He also indirectly held 16.22 shares through the Xcel Energy Stock Fund in the company’s 401(k) Savings Plan as of a plan statement dated March 2, 2026.