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Livermore
Livermore
ZHEN

Xcel Wealth Management, LLC

SEC CIK
0001791002
Latest filing
Jul 24, 2026

DD holding history

DuPont de Nemours, 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.

DD overviewAll 13F holders of DDFull Q2 2026 holdings

Shares (Q2 2026)
4,311
Value
$584.7K
% of portfolio
0.1%
Quarters held
19
Since Q1 2021
Holdings of DD by Xcel Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,311$584.7K0.1%−526−10.9%ReducedConverted for a 1-for-3 splitHolders
Q1 202614,510$664.6K0.2%−125−0.9%ReducedHolders
Q4 202514,635$588.3K0.2%−142−1.0%ReducedHolders
Q3 202514,777$1.15M0.3%+14,777NewHolders
Q2 20250$00.0%−3,652−100.0%Sold outHolders
Q1 20253,652$272.7K0.1%−101−2.7%ReducedHolders
Q4 20243,753$286.2K0.1%−800−17.6%ReducedHolders
Q3 20244,553$405.7K0.1%+311+7.3%AddedHolders
Q2 20244,242$341.4K0.1%+1,562+58.3%AddedHolders
Q1 20242,680$205.5K0.1%00.0%UnchangedHolders
Q4 20232,680$206.2K0.1%+2,680NewHolders
Q3 20230$00.0%−2,962−100.0%Sold outHolders
Q2 20232,962$211.6K0.1%00.0%UnchangedHolders
Q1 20232,962$212.6K0.1%−4−0.1%ReducedHolders
Q4 20222,966$203.6K0.1%+2,966NewHolders
Q3 20220$00.0%−5,416−100.0%Sold outHolders
Q2 20225,416$301.0K0.1%−1,498−21.7%ReducedHolders
Q1 20226,914$509.0K0.1%−5,010−42.0%ReducedHolders
Q4 202111,924$963.0K0.2%−18−0.2%ReducedHolders
Q3 202111,942$812.0K0.2%+987+9.0%AddedHolders
Q2 202110,955$848.0K0.3%+495+4.7%AddedHolders
Q1 202110,460$808.0K0.3%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.