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XEL 8-K: Material agreement

Xcel Energy

Filed with the SEC on · accession 0001193125-26-449951

XEL filed a 8-K (current report) with the SEC on Nov 5, 2026. Xcel Energy issued $2.5 billion aggregate principal amount of 2.625% Convertible Senior Notes due 2027, including $300 million from the full exercise of the initial purchasers' option. The stock moved -0.6% by the first close after the filing.

Summary of the filing

Xcel Energy issued $2.5 billion aggregate principal amount of 2.625% Convertible Senior Notes due 2027, including $300 million from the full exercise of the initial purchasers' option. The notes are senior unsecured obligations convertible into common stock at an initial conversion price of approximately $87.26 per share.

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Key details

Aggregate principal amount of convertible senior notes issued$2.5B
Additional notes issued upon exercise of purchasers' option$300.0M
Initial conversion price per share of common stock$87
IssuerXcel Energy Inc.
TrusteeU.S. Bank Trust Company, National Association
Initial purchaser representativeJ.P. Morgan Securities LLC
Initial purchaser representativeBofA Securities, Inc.
Initial purchaser representativeCitigroup Global Markets Inc.
Initial purchaser representativeWells Fargo Securities, LLC

How XEL stock reacted

Close before

$80.50

Nov 4, 2026

First close after

-0.62%

$80.00

5 trading days

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Since filing

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Frequently asked questions

What did XEL file with the SEC on Nov 5, 2026?

XEL filed a 8-K (Material agreement). Xcel Energy issued $2.5 billion aggregate principal amount of 2.625% Convertible Senior Notes due 2027, including $300 million from the full exercise of the initial purchasers' option. The notes are senior unsecured obligations convertible into common stock at an initial conversion price of approximately $87.26 per share.

What does a material agreement mean for XEL stock?

A contract important enough that investors need to know about it — a big customer contract, a loan, a merger agreement or a partnership.

How do I read a 8-K?

A report of a major event, filed within four business days: results, deals, leadership changes, bankruptcy and more. The "Item" number tells you the topic (e.g. 2.02 results, 5.02 executive change, 1.01 new agreement, 1.03 bankruptcy). Exhibits (99.1 press release) usually hold the details.

Why are SEC filings important?

Public companies must tell the SEC about anything that can change their value — results, leadership changes, big deals, new shares, bankruptcy. Filings are the official source, often before the news. A 8-K (current report): A report of a major event, filed within four business days: results, deals, leadership changes, bankruptcy and more.

How did XEL stock react to this filing?

XEL closed at $80.50 before the filing and $80.00 on Nov 5, 2026 (-0.62%).

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