Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
---|---|---|---|---|---|---|---|---|---|---|---|
transaction | XEL | Common Stock | Award | $0 | +20.1K | +31.6% | $0.00 | 83.9K | Feb 25, 2025 | Direct | F1, F2 |
transaction | XEL | Common Stock | Options Exercise | +5.6K | +6.68% | 89.5K | Feb 25, 2025 | Direct | F3 | ||
transaction | XEL | Common Stock | Tax liability | -$779K | -11K | -12.31% | $70.78 | 78.5K | Feb 25, 2025 | Direct | F4 |
holding | XEL | Common Stock | 15.7 | Feb 25, 2025 | 401(k) | F5 |
Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Underlying Class | Amount | Exercise Price | Ownership | Footnotes |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
transaction | XEL | Restricted Stock Units | Options Exercise | $0 | -5.6K | -100% | $0.00 | 0 | Feb 25, 2025 | Common Stock | 5.6K | Direct | F3, F6, F7 |
Id | Content |
---|---|
F1 | Represents the settlement of performance share unit awards for the 2022-2024 performance period. |
F2 | The amount includes 434.81 shares of stock acquired pursuant to the reinvestment of dividends since the reporting person's last report. |
F3 | Restricted stock units are settled in common stock on a one-for-one basis. |
F4 | Represents the withholding of shares to satisfy tax obligations upon the settlement of the 2022-2024 performance share unit awards and restricted stock unit awards. Fractional share interests were settled in cash. |
F5 | Shares held in the Xcel Energy Stock Fund under the Xcel Energy 401(k) Savings Plan as of a plan statement dated February 21, 2025. |
F6 | Number of units shown reflects the reinvestment of 481.776 dividend equivalents since the original grant of 5,123 units on January 3, 2022. |
F7 | Award vested on December 31, 2024 but was settled in shares of common stock on February 25, 2025. |