SHARP SCOTT enters XCEL ENERGY INC with 19.95K shares plus derivative instruments
Holding both equity and derivatives at entry signals strong long-term conviction in the company.
Direct Indirect Derivatives
Filed: 5/5/2025ACC: 0000072903-25-000093
Officer· EVP, Chief Generation Officer
Since Mar 2026
19.95K
Baseline shares
100% direct
19.86K
Direct ownership
1 position
5.19K
Derivative underlying
3 instruments
2
Security positions
95.16 indirect
Non-Derivative Holdings2
Common Stock
IndirectShares owned95.16
Common Stock
DirectShares owned19.86K
Total
19.86K direct·95.16 indirect19.95K
| Security Title | Shares Owned | Ownership Type |
|---|---|---|
| Common Stock | 95.16 | Indirect |
| Common Stock | 19.86K | Direct |
| Total | 19.95K | 19.86K direct·95.16 indirect |
Derivative Holdings3
Restricted Stock Units
DirectUnderlying security
Common Stock
Underlying shares
970.00
Shares owned
N/A
Exercise price
Expiration
—
Exercise window
—
Restricted Stock Units
DirectUnderlying security
Common Stock
Underlying shares
3.82K
Shares owned
N/A
Exercise price
Expiration
—
Exercise window
—
Phantom Stock
DirectUnderlying security
Common Stock
Underlying shares
399.31
Shares owned
N/A
Exercise price
Expiration
—
Exercise window
—
Total
Underlying
5.19K
Owned
0.00
| Security | Underlying | Exercise Price | Exercise Window | Expiration | Underlying Shares | Shares Owned |
|---|---|---|---|---|---|---|
| Restricted Stock Units Direct | Common Stock | — | — | 970.00 | N/A | |
| Restricted Stock Units Direct | Common Stock | — | — | 3.82K | N/A | |
| Phantom Stock Direct | Common Stock | — | — | 399.31 | N/A | |
| Total | 5.19K | 0.00 | ||||