Welcome to our dedicated page for Xcel Energy SEC filings (Ticker: XELLL), 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.
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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.
Xcel Energy Inc. reported that Chairman, President and CEO Robert Frenzel acquired 42,065 shares of common stock through a grant of restricted stock units at a price of $0.00 per share. These restricted stock units vest on December 31, 2028, contingent on his continued employment, and will settle one-for-one in Xcel Energy common stock.
Following this grant, Frenzel directly owns a total of 512,597.261 shares of Xcel Energy common stock.
Exelon Corporation reported a Form 144 notice for a proposed sale of common stock. The filing lists 800 shares of Common Stock to be sold in connection with restricted stock vesting under a registered plan on 02/24/2026. The seller is identified as the Issuer and the shares are to be sold on NASDAQ.
Xcel Energy Inc. disclosed that it issued $800,000,000 in aggregate principal amount of 5.75% Fixed-to-Fixed Reset Rate Junior Subordinated Notes, Series due 2056. The notes were sold under an existing shelf registration on Form S-3 and an underwriting agreement dated February 26, 2026.
The notes are governed by a Junior Subordinated Indenture dated October 1, 2025 and Supplemental Indenture No. 2 dated March 3, 2026, with U.S. Bank Trust Company, National Association, as trustee. This report mainly files the supplemental indenture and related legal and tax opinions as exhibits.
XEL reports a proposed sale of 15,969 common shares via Form 144, tied to restricted stock vesting under a registered plan. The filing lists an aggregate offering price of $1,335,176.07 and a trade date of 03/02/2026. The broker is Morgan Stanley Smith Barney LLC.
Xcel Energy senior vice president and controller Melissa Ostrom reported equity compensation activity involving performance and restricted stock units. On February 24, 2026, 1,104.14 restricted stock units were exercised and settled into common shares on a one-for-one basis, tied to 2023–2025 performance share awards.
She also acquired a grant or award of 3,775 common shares, bringing her directly held common stock to 10,880.138 shares after the transactions. In connection with these settlements, 1,546.14 shares of common stock were withheld at $83.35 per share to cover tax obligations, with fractional interests paid in cash.
Separately, she indirectly holds 403.959 shares of Xcel Energy common stock in the company’s 401(k) Savings Plan, based on a plan statement dated February 20, 2026. Some balances reflect additional units and shares accumulated through reinvested dividends and dividend equivalents since the original grants.
Xcel Energy SVP Patricia Correa reported equity award activity involving performance share units and restricted stock units that were settled in common stock on February 24, 2026. She acquired 3,235.053 restricted stock units through a derivative exercise and 11,053 shares of common stock as a grant or award, both at a stated price of $0.0000 per share. An additional 3,235.053 shares of common stock were acquired upon conversion of derivative awards, and 4,921.053 shares of common stock were withheld at $83.35 per share to cover tax obligations. The filing notes these transactions relate to performance share unit awards for the 2023–2025 performance period, which vested on December 31, 2025 and were settled in stock on February 24, 2026, and that dividend reinvestment increased both units and share counts. Following these transactions, Correa directly owned 20,874.373 shares of Xcel Energy common stock.