undamentalytics Newsletter

Xcel Energy insider trading

Every open-market purchase and sale by Xcel Energy's officers, directors and largest shareholders since November 4, 2021, and what the share price did next.

Insider purchase Insider sale Marker size reflects trade value. Weekly closes adjusted for splits; may be delayed.
Xcel Energy insider open-market trades
DateInsiderTrade SharesPriceValue 1M after 3M after 6M after

From insiders' Form 4 filings with the SEC: open-market purchases and sales only (awards, option exercises and shares withheld for tax are excluded), combined to one line per insider per day. "Plan" marks trades the filing says were made under a pre-set Rule 10b5-1 trading plan, which are scheduled in advance. Price changes run from the close on the trade date; hover a figure for the change relative to the S&P 500. Past moves don't predict future ones.

Does following Xcel Energy’s insiders pay?

From February 5, 2010 to March 4, 2026, 28 insiders reported 15 open-market purchases and 65 sales not made under a pre-set plan in Xcel Energy. Twelve months after each purchase was reported, the shares were −5.6% against the S&P 500 on average (median −5.3%), over 15 purchases with a full year of prices; 27% beat the index. After sales, the shares moved −6.5% against the index over 12 months (a negative figure means selling was the right call). That rests on fewer than 20 purchases, too few to read much into. Buying each purchase the day after it was reported, an equal amount each, held 12 months or until that insider reported a sale, would have turned $10,000 on February 8, 2010 into $47,213 by November 2, 2026, +9.7% a year. It held shares 50% of the time; the S&P 500 on those same days, with Treasury bills otherwise, made $46,284 (+9.6% a year), and held throughout $95,964 (+14.5%).

$0$50.0k$100k 201020122014201620182020202220242026 $96.0k$47.2k$46.3k
Copying Xcel Energy's insidersS&P 500, same days investedS&P 500, held throughout $10,000 copying every open-market purchase by Xcel Energy's insiders from February 8, 2010, before costs and taxes, marked weekly. Uninvested money earns the Treasury bill rate; the portfolio held shares 50% of the time.
Xcel Energy: each insider's record
InsiderRolePurchases12 months after their purchasesBeat the S&P 500Sales12 months after their salesLatest report
Fowke Benjamin G S III Executive Chairman 0 — — 11 0.0% (11) December 15, 2021
Prager Frank P SVP, Strategy and External Aff 1 −51.1% (1) 0% 9 −9.4% (9) August 20, 2024
Eves David L EVP and Group President Utilit 0 — — 7 −14.2% (7) March 9, 2020
Larson Kent T EVP, Group Pres, Operations 0 — — 5 −22.5% (5) March 9, 2020
Westerlund David A Director 5 +3.2% (5) 40% 0 — February 10, 2012
Wilensky Scott M EVP and General Counsel 0 — — 4 −9.4% (4) March 5, 2020
Carter Brett C EVP, Group President Utilitie 0 — — 3 −21.0% (3) May 3, 2023
Clark Christopher B President, NSPM 0 — — 3 −4.1% (3) May 4, 2021
Mcdaniel Marvin E. JR. EVP, Grp Pres, Utilities & CAO 0 — — 3 +2.4% (3) December 7, 2017
O'connor Timothy John EVP, Chief Operations Officer 0 — — 3 −7.7% (3) May 22, 2024
Poferl Judy M. SVP, Corp Secretary, Exec Svcs 0 — — 3 +14.6% (3) March 12, 2019
Wolf Timothy V Director 1 −12.5% (1) 0% 2 +10.6% (2) May 30, 2018
Figoli Darla EVP, Chief Human Resources Off 0 — — 2 +17.1% (2) June 16, 2021
Frenzel Robert EVP, CFO 0 — — 2 −19.9% (2) March 5, 2020
Sheppard James J. Director 1 −5.5% (1) 0% 1 −27.2% (1) June 3, 2020
Stoering Mark E President, NSPW 0 — — 2 −5.0% (2) September 9, 2019
Boudreaux Gail Director 1 −14.1% (1) 0% 0 — February 19, 2013
Casey Lynn Director 1 +26.6% (1) 100% 0 — September 7, 2018
Connelly Michael C VP & General Counsel 0 — — 1 −5.5% (1) November 10, 2011
Hudson David T President, SPS 0 — — 1 +12.4% (1) May 18, 2021
Long Ryan J. EVP, Chief Legal and 0 — — 1 — March 4, 2026
Obrien Richard T Director 1 −13.8% (1) 0% 0 — March 18, 2013
Policinski Christopher J. Director 1 −3.3% (1) 0% 0 — March 1, 2010
Prokopanko James T Director 1 −9.2% (1) 0% 0 — February 9, 2017
Rome Amanda J EVP, Group President, Utilitie 0 — — 1 — March 4, 2026
Stockfish Devin W Director 1 +0.9% (1) 100% 0 — March 12, 2025
Williams Kim Director 0 — — 1 −14.3% (1) May 26, 2022
Yohannes Daniel Director 1 −18.2% (1) 0% 0 — September 7, 2017

Moves are the shares’ return including dividends minus the S&P 500’s, from the close on the first trading day after each report; the number of trades with a finished 12-month window is in brackets. Green means the trade went the insider’s way (a purchase ahead of the index, a sale followed by the shares trailing it). A trade reported both by a director or officer and by a fund or company they are linked to counts once here, under the person. Purchases count only where the share price actually traded was at least $5. These figures describe what the shares did, not why anyone traded. Insiders across all companies.

When several insiders traded Xcel Energy

Months when 2 or more insiders became net buyers, or 3 or more net sellers, of Xcel Energy in reports dated in the 91 days before the month end, and how the stock did against the S&P 500 from that month end. After the 3 buying crowds with six months of prices, it averaged +1.5% against the index. After 7 selling crowds, −5.7%. One company's history is too short to judge by; the test across every company is the better guide.

MonthCrowd3 months on, vs S&P 5006 months12 months
May 31, 20233 selling−19.3%−16.1%−40.0%
May 31, 20223 selling+3.0%−3.9%−17.1%
May 28, 20216 selling−10.0%−17.4%+10.5%
March 31, 20205 selling−15.8%−14.7%−42.9%
March 29, 20194 selling+2.3%+12.3%+19.7%
December 29, 20173 selling−3.3%−4.9%+8.1%
February 28, 20132 buying−8.3%−10.2%−15.6%
March 30, 20122 buying+11.2%+3.4%+5.2%
November 30, 20114 selling−9.5%+4.8%−9.1%
April 30, 20102 buying+9.1%+11.3%−0.2%

Colours show whether the crowd was right: green when buyers were followed by a rise above the index, or sellers by a fall below it. Total returns from the month end; past patterns are not a forecast.

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