OSTROM MELISSA enters XCEL ENERGY INC with 2.64K shares plus derivative instruments
Holding both equity and derivatives at entry signals strong long-term conviction in the company.
Direct Indirect Derivatives
Filed: 3/7/2024ACC: 0000072903-24-000052
Officer· SVP, Controller
Since Mar 2026
2.64K
Baseline shares
86% direct
2.27K
Direct ownership
1 position
5.72K
Derivative underlying
5 instruments
2
Security positions
378.61 indirect
Non-Derivative Holdings2
Common Stock
IndirectShares owned378.61
Common Stock
DirectShares owned2.27K
Total
2.27K direct·378.61 indirect2.64K
| Security Title | Shares Owned | Ownership Type |
|---|---|---|
| Common Stock | 378.61 | Indirect |
| Common Stock | 2.27K | Direct |
| Total | 2.64K | 2.27K direct·378.61 indirect |
Derivative Holdings5
Restricted Stock Units
DirectUnderlying security
Common Stock
Underlying shares
803.00
Shares owned
N/A
Exercise price
Expiration
—
Exercise window
—
Restricted Stock Units
DirectUnderlying security
Common Stock
Underlying shares
413.00
Shares owned
N/A
Exercise price
Expiration
—
Exercise window
—
Restricted Stock Units
DirectUnderlying security
Common Stock
Underlying shares
1.71K
Shares owned
N/A
Exercise price
Expiration
—
Exercise window
—
Restricted Stock Units
DirectUnderlying security
Common Stock
Underlying shares
1.80K
Shares owned
N/A
Exercise price
Expiration
—
Exercise window
—
Restricted Stock Units
DirectUnderlying security
Common Stock
Underlying shares
999.00
Shares owned
N/A
Exercise price
Expiration
—
Exercise window
—
Total
Underlying
5.72K
Owned
0.00
| Security | Underlying | Exercise Price | Exercise Window | Expiration | Underlying Shares | Shares Owned |
|---|---|---|---|---|---|---|
| Restricted Stock Units Direct | Common Stock | — | — | 803.00 | N/A | |
| Restricted Stock Units Direct | Common Stock | — | — | 413.00 | N/A | |
| Restricted Stock Units Direct | Common Stock | — | — | 1.71K | N/A | |
| Restricted Stock Units Direct | Common Stock | — | — | 1.80K | N/A | |
| Restricted Stock Units Direct | Common Stock | — | — | 999.00 | N/A | |
| Total | 5.72K | 0.00 | ||||