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STOCK TITAN

[Form 4] Xcel Energy, Inc. Insider Trading Activity

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
4
Rhea-AI Filing Summary

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.

Panoramica della presentazione del Modulo 4: La direttrice Lynn Casey ha segnalato un regalo di tipo Codice G di 1.000 azioni ordinarie di Xcel Energy Inc. (XEL) il 18/06/2025. Il trasferimento non ha comportato alcun corrispettivo monetario, come indicato dal valore di prezzo pari a 0$. Dopo la transazione, Casey detiene 37.555,985 azioni detenute direttamente. Una nota a piè di pagina spiega che 6,872 unità equivalenti azionarie erano state precedentemente sovrastimate a causa di un errore amministrativo e ora sono escluse dal totale dichiarato.

La presentazione è stata firmata dall’avvocato incaricato Kristin Westlund il 23/06/2025. Non sono state comunicate attività su titoli derivati, esercizi di opzioni o vendite per contanti. La transazione non modifica il ruolo di Casey nel consiglio e non sono coinvolti altri dirigenti o insider. Considerando la capitalizzazione di mercato multimiliardaria di Xcel Energy, l’ammontare donato rappresenta una frazione irrilevante delle azioni in circolazione ed è improbabile che influenzi la dinamica del prezzo delle azioni della società.

Resumen de la presentación del Formulario 4: La directora Lynn Casey reportó un regalo Código G de 1,000 acciones ordinarias de Xcel Energy Inc. (XEL) el 18/06/2025. La transferencia no implicó consideración monetaria, como refleja el campo de precio de $0. Después de la transacción, Casey mantiene 37,555.985 acciones en propiedad directa. Una nota aclara que 6.872 unidades equivalentes a acciones fueron previamente sobreestimadas debido a un error administrativo y ahora se excluyen del total reportado.

La presentación fue firmada por la apoderada Kristin Westlund el 23/06/2025. No se revelaron actividades con valores derivados, ejercicios de opciones ni ventas por efectivo. La transacción no altera el rol de Casey en la junta, y no están involucrados otros funcionarios o personas internas. Dada la capitalización de mercado multimillonaria de Xcel Energy, la cantidad donada representa una fracción insignificante de las acciones en circulación y es poco probable que afecte la dinámica del precio de las acciones de la compañía.

Form 4 제출 개요: 이사 Lynn Casey� 2025� 6� 18� Xcel Energy Inc.(XEL) 보통� 1,000주에 대� 코드 G 증여� 보고했습니다. � 이전은 금전� 대가 없이 이루어졌으며, 가격란� 0달러� 표시되어 있습니다. 거래 � Casey� 직접 보유 주식 37,555.985�� 유지하고 있습니다. 각주� 행정 오류� 인해 이전� 과대 계상� 6.872� 상당� 주식 등가 단위가 이제 보고 총액에서 제외되었음을 명확� 합니�.

� 제출서는 2025� 6� 23� 대리인 Kristin Westlund� 의해 서명되었습니�. 파생증권 활동, 옵션 행사 또는 현금 판매� 공개되지 않았습니�. � 거래� Casey� 이사� 역할� 변화를 주지 않으�, 다른 임원이나 내부자도 관련되� 있지 않습니다. Xcel Energy� 수십� 달러 규모 시가총액� 고려� �, 증여� 주식 수량은 발행 주식� 미미� 부분을 차지하며 회사 주가� 영향� 미칠 가능성은 낮습니다.

Vue d'ensemble du dépôt du formulaire 4 : La directrice Lynn Casey a déclaré un don de type Code G de 1 000 actions ordinaires de Xcel Energy Inc. (XEL) le 18/06/2025. Le transfert n'a entraîné aucune contrepartie financière, comme l'indique le champ prix à 0$. Après la transaction, Casey détient 37 555,985 actions détenues directement. Une note précise que 6,872 unités équivalentes en actions avaient été précédemment surévaluées en raison d'une erreur administrative et sont désormais exclues du total déclaré.

Le dépôt a été signé par la mandataire Kristin Westlund le 23/06/2025. Aucune activité sur titres dérivés, exercice d'options ou vente au comptant n'a été révélée. La transaction ne modifie pas le rôle de Casey au sein du conseil d'administration, et aucun autre dirigeant ou initié n'est impliqué. Compte tenu de la capitalisation boursière de plusieurs milliards de dollars de Xcel Energy, le montant donné représente une fraction négligeable des actions en circulation et est peu susceptible d'influencer la dynamique du cours de l'action de la société.

Übersicht zur Einreichung von Formular 4: Direktorin Lynn Casey meldete am 18.06.2025 eine Code-G-Schenkung von 1.000 Stammaktien der Xcel Energy Inc. (XEL). Die Übertragung erfolgte ohne finanzielle Gegenleistung, was im Preisfeld mit 0$ ausgewiesen ist. Nach der Transaktion hält Casey 37.555,985 direkt gehaltene Aktien. Eine Fußnote erklärt, dass 6,872 aktienäquivalente Einheiten aufgrund eines Verwaltungsfehlers zuvor überbewertet wurden und nun vom gemeldeten Gesamtbestand ausgeschlossen sind.

Die Einreichung wurde am 23.06.2025 von der bevollmächtigten Anwältin Kristin Westlund unterzeichnet. Es wurden keine Aktivitäten mit Derivaten, Ausübungen von Optionen oder Barkäufe gemeldet. Die Transaktion ändert Caseys Rolle im Vorstand nicht, und keine weiteren Führungskräfte oder Insider sind beteiligt. Angesichts der milliardenschweren Marktkapitalisierung von Xcel Energy stellt die geschenkte Menge einen unerheblichen Bruchteil der ausstehenden Aktien dar und wird voraussichtlich keinen Einfluss auf die Kursentwicklung der Aktie haben.

Positive
  • None.
Negative
  • None.

Insights

TL;DR: Small director gift; negligible market impact.

Code G designates an inter vivos gift, not a sale. Although any insider disposition warrants monitoring, 1,000 shares against a remaining 37.6 k holding—and XEL’s large float—renders the move immaterial. No valuation signal or liquidity effect is implied. Administrative adjustment of 6.872 phantom units is routine housekeeping. I classify the filing as neutral to investors.

Panoramica della presentazione del Modulo 4: La direttrice Lynn Casey ha segnalato un regalo di tipo Codice G di 1.000 azioni ordinarie di Xcel Energy Inc. (XEL) il 18/06/2025. Il trasferimento non ha comportato alcun corrispettivo monetario, come indicato dal valore di prezzo pari a 0$. Dopo la transazione, Casey detiene 37.555,985 azioni detenute direttamente. Una nota a piè di pagina spiega che 6,872 unità equivalenti azionarie erano state precedentemente sovrastimate a causa di un errore amministrativo e ora sono escluse dal totale dichiarato.

La presentazione è stata firmata dall’avvocato incaricato Kristin Westlund il 23/06/2025. Non sono state comunicate attività su titoli derivati, esercizi di opzioni o vendite per contanti. La transazione non modifica il ruolo di Casey nel consiglio e non sono coinvolti altri dirigenti o insider. Considerando la capitalizzazione di mercato multimiliardaria di Xcel Energy, l’ammontare donato rappresenta una frazione irrilevante delle azioni in circolazione ed è improbabile che influenzi la dinamica del prezzo delle azioni della società.

Resumen de la presentación del Formulario 4: La directora Lynn Casey reportó un regalo Código G de 1,000 acciones ordinarias de Xcel Energy Inc. (XEL) el 18/06/2025. La transferencia no implicó consideración monetaria, como refleja el campo de precio de $0. Después de la transacción, Casey mantiene 37,555.985 acciones en propiedad directa. Una nota aclara que 6.872 unidades equivalentes a acciones fueron previamente sobreestimadas debido a un error administrativo y ahora se excluyen del total reportado.

La presentación fue firmada por la apoderada Kristin Westlund el 23/06/2025. No se revelaron actividades con valores derivados, ejercicios de opciones ni ventas por efectivo. La transacción no altera el rol de Casey en la junta, y no están involucrados otros funcionarios o personas internas. Dada la capitalización de mercado multimillonaria de Xcel Energy, la cantidad donada representa una fracción insignificante de las acciones en circulación y es poco probable que afecte la dinámica del precio de las acciones de la compañía.

Form 4 제출 개요: 이사 Lynn Casey� 2025� 6� 18� Xcel Energy Inc.(XEL) 보통� 1,000주에 대� 코드 G 증여� 보고했습니다. � 이전은 금전� 대가 없이 이루어졌으며, 가격란� 0달러� 표시되어 있습니다. 거래 � Casey� 직접 보유 주식 37,555.985�� 유지하고 있습니다. 각주� 행정 오류� 인해 이전� 과대 계상� 6.872� 상당� 주식 등가 단위가 이제 보고 총액에서 제외되었음을 명확� 합니�.

� 제출서는 2025� 6� 23� 대리인 Kristin Westlund� 의해 서명되었습니�. 파생증권 활동, 옵션 행사 또는 현금 판매� 공개되지 않았습니�. � 거래� Casey� 이사� 역할� 변화를 주지 않으�, 다른 임원이나 내부자도 관련되� 있지 않습니다. Xcel Energy� 수십� 달러 규모 시가총액� 고려� �, 증여� 주식 수량은 발행 주식� 미미� 부분을 차지하며 회사 주가� 영향� 미칠 가능성은 낮습니다.

Vue d'ensemble du dépôt du formulaire 4 : La directrice Lynn Casey a déclaré un don de type Code G de 1 000 actions ordinaires de Xcel Energy Inc. (XEL) le 18/06/2025. Le transfert n'a entraîné aucune contrepartie financière, comme l'indique le champ prix à 0$. Après la transaction, Casey détient 37 555,985 actions détenues directement. Une note précise que 6,872 unités équivalentes en actions avaient été précédemment surévaluées en raison d'une erreur administrative et sont désormais exclues du total déclaré.

Le dépôt a été signé par la mandataire Kristin Westlund le 23/06/2025. Aucune activité sur titres dérivés, exercice d'options ou vente au comptant n'a été révélée. La transaction ne modifie pas le rôle de Casey au sein du conseil d'administration, et aucun autre dirigeant ou initié n'est impliqué. Compte tenu de la capitalisation boursière de plusieurs milliards de dollars de Xcel Energy, le montant donné représente une fraction négligeable des actions en circulation et est peu susceptible d'influencer la dynamique du cours de l'action de la société.

Übersicht zur Einreichung von Formular 4: Direktorin Lynn Casey meldete am 18.06.2025 eine Code-G-Schenkung von 1.000 Stammaktien der Xcel Energy Inc. (XEL). Die Übertragung erfolgte ohne finanzielle Gegenleistung, was im Preisfeld mit 0$ ausgewiesen ist. Nach der Transaktion hält Casey 37.555,985 direkt gehaltene Aktien. Eine Fußnote erklärt, dass 6,872 aktienäquivalente Einheiten aufgrund eines Verwaltungsfehlers zuvor überbewertet wurden und nun vom gemeldeten Gesamtbestand ausgeschlossen sind.

Die Einreichung wurde am 23.06.2025 von der bevollmächtigten Anwältin Kristin Westlund unterzeichnet. Es wurden keine Aktivitäten mit Derivaten, Ausübungen von Optionen oder Barkäufe gemeldet. Die Transaktion ändert Caseys Rolle im Vorstand nicht, und keine weiteren Führungskräfte oder Insider sind beteiligt. Angesichts der milliardenschweren Marktkapitalisierung von Xcel Energy stellt die geschenkte Menge einen unerheblichen Bruchteil der ausstehenden Aktien dar und wird voraussichtlich keinen Einfluss auf die Kursentwicklung der Aktie haben.

SEC Form 4
FORM 4 UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number: 3235-0287
Estimated average burden
hours per response: 0.5
Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).
Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.
1. Name and Address of Reporting Person*
Casey Lynn

(Last) (First) (Middle)
414 NICOLLET MALL

(Street)
MINNEAPOLIS MN 55401

(City) (State) (Zip)
2. Issuer Name and Ticker or Trading Symbol
XCEL ENERGY INC [ XEL ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
X Director 10% Owner
Officer (give title below) Other (specify below)
3. Date of Earliest Transaction (Month/Day/Year)
06/18/2025
4. If Amendment, Date of Original Filed (Month/Day/Year)
6. Individual or Joint/Group Filing (Check Applicable Line)
X Form filed by One Reporting Person
Form filed by More than One Reporting Person
Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3) 2. Transaction Date (Month/Day/Year) 2A. Deemed Execution Date, if any (Month/Day/Year) 3. Transaction Code (Instr. 8) 4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5) 5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4) 6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 7. Nature of Indirect Beneficial Ownership (Instr. 4)
Code V Amount (A) or (D) Price
Common Stock 06/18/2025 G 1,000 D $0 37,555.985(1) D
Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3) 2. Conversion or Exercise Price of Derivative Security 3. Transaction Date (Month/Day/Year) 3A. Deemed Execution Date, if any (Month/Day/Year) 4. Transaction Code (Instr. 8) 5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5) 6. Date Exercisable and Expiration Date (Month/Day/Year) 7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4) 8. Price of Derivative Security (Instr. 5) 9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4) 10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 11. Nature of Indirect Beneficial Ownership (Instr. 4)
Code V (A) (D) Date Exercisable Expiration Date Title Amount or Number of Shares
Explanation of Responses:
1. Excludes 6.872 stock equivalent units that were inadvertently reported on the reporting person's prior filings due to an administrative error.
Kristin Westlund, Attorney in Fact for Lynn Casey 06/23/2025
** Signature of Reporting Person Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.

FAQ

How many XEL shares did Director Lynn Casey transfer?

The Form 4 shows a gift of 1,000 common shares on 06/18/2025.

What is the remaining share ownership of Lynn Casey after the transaction?

Following the gift, Casey directly holds 37,555.985 XEL shares.

Was cash involved in the reported insider transaction for XEL?

No. The transaction code is G (gift), with a stated price of $0.

Does the filing report any derivative security activity?

No derivative securities were acquired, exercised, or disposed in this filing.

Why were 6.872 stock equivalent units excluded from Casey’s total?

A footnote states they were inadvertently reported earlier due to an administrative error and are now removed.
Xcel Energy Inc

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