Scott M. Wilensky

XEL

EVP AND GENERAL COUNSEL · XCEL ENERGY INC · CIK 0001530606

FILING MIX · LIFETIME50%/50%

BUYS

SELLS

TOTAL VALUE

$2.48M

COMPANIES

ACTIVE SINCE

Jan 2020

HOLDINGS NOW

76,057

AVG SELL PX

$67.06

Trades · vs SPY

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Performance · forward returns vs SPY

1 backtested trades · 8 horizons

Forward-return performance of every backtestable P/S trade by Scott M. Wilensky, measured at 8 horizons from 7 days to 2 years. Deduped per economic event so co-filings count once. Excess return = trade return minus SPY return over the same window.

HORIZON	TRADES	WIN RATE	INSIDER RETURN	SPY RETURN	MEAN EXCESS	MEDIAN EXCESS	T-STAT
7d	1	+0.00%	+4.23%	-3.94%	+8.17%	+8.17%	—
14d	1	+100.00%	-0.55%	-15.80%	+15.25%	+15.25%	—
30d	1	+100.00%	-7.45%	-15.63%	+8.17%	+8.17%	—
60d	1	+100.00%	-4.76%	-5.25%	+0.49%	+0.49%	—
90d	1	+0.00%	+0.71%	+2.37%	-1.66%	-1.66%	—
180d	1	+0.00%	+7.12%	+17.55%	-10.43%	-10.43%	—
1y	1	+100.00%	-9.37%	+29.42%	-38.78%	-38.78%	—
2y	1	+0.00%	+11.01%	+49.81%	-38.81%	-38.81%	—

How to read this: Insider Returnis the average raw return of the filer's trades over the horizon. SPY Return is what SPY did over those same windows — reference only, not a comparison. The headline alpha number is Mean Excess = Insider − SPY; green means the filer beat SPY, red means they trailed it. Win rate is the share of individual trades where the filer beat SPY. T-statvalues above 2 mean the alpha is unlikely to be chance given the sample size. "Pending" counts trades where the horizon hasn't elapsed yet; their stats are not included in the row average.

Holdings over time

XEL · 76,057.282 shares · as of Mar 3, 2020

Trading cadence · quarterly flow

BUY ● SELL ●

2020

FLOW · 3 buys / 3 sellsCOVERAGE · 1 quarters

Form 4 filings · all activity

COMPANY	TYPE	SHARES	PRICE	VALUE	HELD AFTER	TRADE DATE	FILED
XEL XCEL ENERGY INC	SALE EVP and General Counsel	29,929	$66.31	$1.98M	76,057.282	Mar 3, 2020	Mar 5, 2020 ↗
XEL XCEL ENERGY INC	PURCHASE EVP and General Counsel	4,979.827	—	—	113,014.033	Feb 18, 2020	Feb 20, 2020 ↗
XEL XCEL ENERGY INC	SALE EVP and General Counsel	7,027.751	$70.26	$493.8K	105,986.282	Feb 18, 2020	Feb 20, 2020 ↗
XEL XCEL ENERGY INC	SALE EVP and General Counsel	4,979.827	—	—	0	Feb 18, 2020	Feb 20, 2020 ↗
XEL XCEL ENERGY INC	PURCHASEGRANT Stock grant	9,460.924	—	—	108,034.206	Feb 18, 2020	Feb 20, 2020 ↗
XEL XCEL ENERGY INC	PURCHASEGRANT Stock grant	3,447	—	—	3,447	Jan 2, 2020	Jan 6, 2020 ↗

Other insiders · XEL

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About this filer

CIK 0001530606

ROLE

EVP and General Counsel

PRIMARY

XEL

COMPANIES

ACTIVE SINCE

Jan 2020

MARKETPEEL · /INSIDER/0001530606DATA · SEC EDGAR · FORM 4 · CONSOLIDATED TAPE

Scott M. Wilensky

The morning brief, before the bell.