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's Wisconsin utility filed a multi-year rate case seeking $151 million in electric revenue and $24 million in natural gas revenue across 2026-2027, based on forward-looking test years with a requested 10.0% ROE and 53.5% equity ratio. The request reflects electric rate bases of $2.9 billion (2026) and $3.2 billion (2027) and natural gas rate bases of $0.3 billion (2026) and $0.4 billion (2027).
PSCW Staff and intervenors submitted direct testimony on August 8, 2025. PSCW Staff recommended lower increases — $115 million for electric and $21 million for natural gas — reflecting adjustments for capital investments, a modest ROE reduction to 9.7%, O&M and other items. The filing notes pending approval of two MISO LRTP transmission projects that affect capital adjustments and states a PSCW decision is anticipated late in the fourth quarter of 2025.
Form 4 filing overview: Director Lynn Casey reported a Code G gift of 1,000 shares of Xcel Energy Inc. (XEL) common stock on 06/18/2025. The transfer carried no monetary consideration, as reflected by the $0 price field. After the transaction, Casey retains 37,555.985 directly held shares. A footnote clarifies that 6.872 stock-equivalent units were previously overstated due to an administrative error and are now excluded from the reported total.
The filing was signed by attorney-in-fact Kristin Westlund on 06/23/2025. No derivative security activity, option exercises, or sales for cash were disclosed. The transaction does not alter Casey’s board role, and no other officers or insiders are involved. Given Xcel Energy’s multibillion-dollar market capitalization, the gifted amount represents an immaterial fraction of outstanding shares and is unlikely to affect the company’s share-price dynamics.