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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 30-Sep-24 9:28 AM View:  | American Electric Power Co.... (AEP) | 26-Sep-24 | Grant | 9,926 | $100.74 | $999,945.00 | 21% 47.72K to 57.64K | |
| 30-Sep-24 9:28 AM View: | American Electric Power Co.... (AEP) | 26-Sep-24 | Payment of Exercise | 4,502 | $100.74 | $453,531.00 | (8%) 57.64K to 53.14K | |
| 28-Aug-24 11:56 AM View: | American Electric Power Co.... (AEP) | 26-Aug-24 | Grant | 10,098 | $99.02 | $999,904.00 | 24% 42.2K to 52.3K | |
| 28-Aug-24 11:56 AM View: | American Electric Power Co.... (AEP) | 26-Aug-24 | Payment of Exercise | 4,606 | $99.02 | $456,086.00 | (9%) 52.3K to 47.7K | |
| 28-Aug-24 11:56 AM View: | American Electric Power Co.... (AEP) | 01-Aug-24 | Payment of Exercise | 33,514 | $101.24 | $3,392,960.00 | (44%) 75.72K to 42.2K | |
| 02-Apr-24 3:29 PM View: | American Electric Power Co.... (AEP) | 31-Mar-24 | Grant | 310 | $86.10 | $26,666.90 | 16% 1.9K to 2.21K | 4% |
| 27-Feb-24 1:51 PM View: | American Electric Power Co.... (AEP) | 26-Feb-24 | Grant | 72,771 | $82.45 | $5,999,970.00 | 3784% 1.92K to 74.69K | |
| 15-Dec-21 4:12 PM View: | Xcel Energy Inc. (XEL) | 13-Dec-21 | Market Sale | 50,000 | $67.57 | $3,378,370.00 | (25%) 202.8K to 152.8K | < 1% |
| 02-Sep-21 4:38 PM View: | Xcel Energy Inc. (XEL) | 01-Sep-21 | Market Sale | 54,348 | $69.73 | $3,789,890.00 | (21%) 257.13K to 202.78K | (< 1%) |
| 08-Jun-21 4:14 PM View: | Xcel Energy Inc. (XEL) | 04-Jun-21 | Market Sale | 52,094 | $70.27 | $3,660,580.00 | (17%) 309.21K to 257.11K | < 1% |
| 17-May-21 4:25 PM View: | Xcel Energy Inc. (XEL) | 14-May-21 | Market Sale | 121,101 | $71.71 | $8,684,150.00 | (28%) 430.31K to 309.21K | (< 1%) |
| 18-Feb-21 6:11 PM View: | Xcel Energy Inc. (XEL) | 16-Feb-21 | Grant | 97,230 | -- | -- | 27% 363.93K to 461.16K | |
| 18-Feb-21 6:11 PM View: | Xcel Energy Inc. (XEL) | 16-Feb-21 | Payment of Exercise | 63,276 | $61.54 | $3,894,020.00 | (13%) 493.57K to 430.3K | |
| 18-Feb-21 6:11 PM View: | Xcel Energy Inc. (XEL) | 16-Feb-21 | Option Exercise | 32,411 | -- | -- | 7% 461.16K to 493.57K | |
| 17-Aug-20 6:37 PM View: | Xcel Energy Inc. (XEL) | 13-Aug-20 | Market Sale | 99,798 | $71.31 | $7,116,350.00 | (22%) 463.7K to 363.9K | 8% |
| 04-Jun-20 12:47 PM View: | Xcel Energy Inc. (XEL) | 02-Jun-20 | Market Sale | 104,796 | $65.84 | $6,899,640.00 | (18%) 568.48K to 463.69K | < 1% |
| 25-Feb-20 4:26 PM View: | Xcel Energy Inc. (XEL) | 24-Feb-20 | Market Sale | 94,629 | $70.57 | $6,678,090.00 | (14%) 663.1K to 568.47K | 8% |
| 20-Feb-20 7:10 PM View: | Xcel Energy Inc. (XEL) | 18-Feb-20 | Grant | 66,480 | -- | -- | 11% 611.0K to 677.49K | |
| 20-Feb-20 7:10 PM View: | Xcel Energy Inc. (XEL) | 18-Feb-20 | Payment of Exercise | 49,375 | $70.26 | $3,469,110.00 | (7%) 712.47K to 663.1K | 8% |
| 20-Feb-20 7:10 PM View: | Xcel Energy Inc. (XEL) | 18-Feb-20 | Option Exercise | 34,989 | -- | -- | 5% 677.49K to 712.47K | |
| 11-Jun-19 2:23 PM View: | Xcel Energy Inc. (XEL) | 07-Jun-19 | Market Sale | 50,000 | $59.81 | $2,990,380.00 | (8%) 660.97K to 610.97K | (7%) |
| 08-Mar-19 4:01 PM View: | Xcel Energy Inc. (XEL) | 06-Mar-19 | Market Sale | 75,000 | $55.13 | $4,134,600.00 | (10%) 735.95K to 660.95K | (16%) |
| 05-Mar-19 5:39 PM View: | Xcel Energy Inc. (XEL) | 01-Mar-19 | Payment of Exercise | 3,117 | $54.86 | $170,996.00 | (< 1%) 739.07K to 735.95K | (17%) |
| 21-Feb-19 6:25 PM View: | Xcel Energy Inc. (XEL) | 19-Feb-19 | Grant | 107,234 | -- | -- | 16% 660.73K to 767.96K | |
| 21-Feb-19 6:25 PM View: | Xcel Energy Inc. (XEL) | 19-Feb-19 | Payment of Exercise | 64,640 | $53.46 | $3,455,630.00 | (8%) 803.71K to 739.07K | (20%) |
| 21-Feb-19 6:25 PM View: | Xcel Energy Inc. (XEL) | 19-Feb-19 | Option Exercise | 35,746 | -- | -- | 5% 767.96K to 803.71K | |
| 25-Jan-19 10:00 PM View: | Xcel Energy Inc. (XEL) | 14-Nov-18 | Gift | 3,077 | -- | -- | (< 1%) 663.75K to 660.68K | |
| 01-May-18 4:09 PM View: | Xcel Energy Inc. (XEL) | 30-Apr-18 | Market Sale | 80,000 | $47.01 | $3,761,000.00 | (11%) 743.6K to 663.6K | (33%) |
| 05-Mar-18 5:54 PM View: | Xcel Energy Inc. (XEL) | 01-Mar-18 | Payment of Exercise | 7,309 | $43.28 | $316,353.00 | (< 1%) 750.83K to 743.52K | (43%) |
| 22-Feb-18 9:11 PM View: | Xcel Energy Inc. (XEL) | 20-Feb-18 | Grant | 219,537 | $44.68 | $9,808,910.00 | 39% 556.5K to 776.03K | 39% |
| 22-Feb-18 9:11 PM View: | Xcel Energy Inc. (XEL) | 20-Feb-18 | Payment of Exercise | 170,876 | $44.68 | $7,634,750.00 | (19%) 921.71K to 750.84K | (39%) |
| 22-Feb-18 9:11 PM View: | Xcel Energy Inc. (XEL) | 20-Feb-18 | Option Exercise | 145,680 | -- | -- | 19% 776.03K to 921.71K | |
| 03-Mar-17 4:25 PM View: | Xcel Energy Inc. (XEL) | 01-Mar-17 | Payment of Exercise | 7,491 | $43.71 | $327,431.00 | (1%) 563.24K to 555.75K | (40%) |
| 23-Feb-17 9:53 PM View: | Xcel Energy Inc. (XEL) | 21-Feb-17 | Grant | 225,017 | $42.00 | $9,450,720.00 | 52% 431.35K to 656.37K | 46% |
| 23-Feb-17 9:53 PM View: | Xcel Energy Inc. (XEL) | 21-Feb-17 | Payment of Exercise | 130,554 | $42.00 | $5,483,290.00 | (19%) 693.79K to 563.24K | (46%) |
| 23-Feb-17 9:53 PM View: | Xcel Energy Inc. (XEL) | 21-Feb-17 | Option Exercise | 37,421 | -- | -- | 6% 656.37K to 693.79K | |
| 09-Dec-16 6:13 PM View: | Xcel Energy Inc. (XEL) | 07-Dec-16 | Gift | 10,953 | -- | -- | (2%) 441.98K to 431.03K | |
| 03-Mar-16 4:36 PM View: | Xcel Energy Inc. (XEL) | 01-Mar-16 | Payment of Exercise | 4,254 | $39.54 | $168,195.00 | (< 1%) 445.29K to 441.04K | (60%) |
| 23-Feb-16 6:01 PM View: | Xcel Energy Inc. (XEL) | 20-Feb-16 | Payment of Exercise | 25,095 | $39.33 | $986,969.00 | (5%) 470.39K to 445.3K | (61%) |
| 23-Feb-16 6:01 PM View: | Xcel Energy Inc. (XEL) | 20-Feb-16 | Option Exercise | 52,063 | -- | -- | 12% 418.33K to 470.39K | |
| 18-Feb-16 9:13 PM View: | Xcel Energy Inc. (XEL) | 16-Feb-16 | Grant | 134,288 | -- | -- | 39% 342.65K to 476.94K | |
| 18-Feb-16 9:13 PM View: | Xcel Energy Inc. (XEL) | 16-Feb-16 | Payment of Exercise | 58,614 | $38.82 | $2,275,380.00 | (12%) 476.94K to 418.33K | (63%) |
| 04-Mar-15 6:47 PM View: | Xcel Energy Inc. (XEL) | 02-Mar-15 | Payment of Exercise | 3,199 | $34.75 | $111,161.00 | (< 1%) 351.23K to 348.03K | (89%) |
| 19-Feb-15 6:24 PM View: | Xcel Energy Inc. (XEL) | 17-Feb-15 | Grant | 146,806 | -- | -- | 56% 260.84K to 407.65K | |
| 19-Feb-15 6:24 PM View: | Xcel Energy Inc. (XEL) | 17-Feb-15 | Payment of Exercise | 62,818 | $35.00 | $2,198,620.00 | (15%) 407.65K to 344.83K | (88%) |
| 05-Mar-14 5:44 PM View: | Xcel Energy Inc. (XEL) | 03-Mar-14 | Payment of Exercise | 4,849 | $30.15 | $146,195.00 | (2%) 265.42K to 260.57K | (126%) |
| 21-Feb-14 7:51 PM View: | Xcel Energy Inc. (XEL) | 19-Feb-14 | Grant | 132,441 | -- | -- | 66% 201.56K to 334.0K | |
| 21-Feb-14 7:51 PM View: | Xcel Energy Inc. (XEL) | 19-Feb-14 | Payment of Exercise | 68,592 | $29.69 | $2,036,490.00 | (21%) 334.0K to 265.4K | (130%) |
| 05-Mar-13 5:37 PM View: | Xcel Energy Inc. (XEL) | 01-Mar-13 | Payment of Exercise | 7,020 | $28.59 | $200,716.00 | (3%) 207.96K to 200.94K | (148%) |
| 22-Feb-13 3:50 PM View: | Xcel Energy Inc. (XEL) | 20-Feb-13 | Grant | 27,107 | -- | -- | 14% 193.61K to 220.72K |