Melissa Ostrom - 25 Feb 2025 Form 4 Insider Report for XCEL ENERGY INC

Role
SVP, Controller
Signature
Kristin L. Westlund, Attorney in Fact for Melissa Ostrom
Issuer symbol
XEL, XELLL on Nasdaq
Transactions as of
25 Feb 2025
Net transactions value
-$106,190
Form type
4
Filing time
27 Feb 2025, 17:28:38 UTC
Previous filing
06 Jan 2025
Next filing
26 Feb 2026
SEC
View on sec.gov

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction XEL Common Stock Award $0 +3,656 +90% $0.000000 7,712 25 Feb 2025 Direct F1, F2
transaction XEL Common Stock Options Exercise +873 +11% 8,585 25 Feb 2025 Direct F3
transaction XEL Common Stock Options Exercise +361 +4.2% 8,946 25 Feb 2025 Direct F3
transaction XEL Common Stock Tax liability $106,190 -1,500 -17% $70.78 7,446 25 Feb 2025 Direct F4
holding XEL Common Stock 392 25 Feb 2025 401(k) F5

Derivative Securities (e.g., puts, calls, warrants, options, convertible securities)

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 -873 -100% $0.000000 0 25 Feb 2025 Common Stock 873 Direct F3, F6, F7
transaction XEL Restricted Stock Units Options Exercise $0 -361 -100% $0.000000 0 25 Feb 2025 Common Stock 361 Direct F3, F7, F8
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 Represents the settlement of performance share unit awards for the 2022-2024 performance period.
F2 The amount includes 19.177 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 69.818 additional units as a result of the reinvestment of dividend equivalents since the award was originally granted on May 10, 2022.
F7 Award vested on December 31, 2024 but was settled in shares of common stock on February 25, 2025.
F8 Number of units shown reflects adjustments since the award was originally granted on January 3, 2022 of (1) 82.6 fewer units as a result of actual performance and (2) 31.071 additional units as a result of the reinvestment of dividend equivalents.