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Xcel Wealth Management, LLC

SEC CIK
0001791002
Latest filing
Jul 24, 2026

D holding history

Dominion Energy, Inc in every 13F filed by Xcel Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

D overviewAll 13F holders of DFull Q2 2026 holdings

Shares (Q2 2026)
6,397
Value
$436.9K
% of portfolio
0.1%
Quarters held
3
Since Q4 2025
Holdings of D by Xcel Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,397$436.9K0.1%−20−0.3%ReducedHolders
Q1 20266,417$396.7K0.1%00.0%UnchangedHolders
Q4 20256,417$376.0K0.1%+6,417NewHolders