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Xcel Wealth Management, LLC

SEC CIK
0001791002
Latest filing
Jul 24, 2026

NKE holding history

NIKE, 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.

NKE overviewAll 13F holders of NKEFull Q2 2026 holdings

Shares (Q2 2026)
8,336
Value
$342.2K
% of portfolio
0.1%
Quarters held
14
Since Q1 2021
Holdings of NKE by Xcel Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20268,336$342.2K0.1%+2,751+49.3%AddedHolders
Q1 20265,585$295.0K0.1%+5,585NewHolders
Q4 20250$00.0%−4,055−100.0%Sold outHolders
Q3 20254,055$282.8K0.1%00.0%UnchangedHolders
Q2 20254,055$288.1K0.1%+4,055NewHolders
Q3 20230$00.0%−6,660−100.0%Sold outHolders
Q2 20236,660$735.0K0.2%−275−4.0%ReducedHolders
Q1 20236,935$850.5K0.3%−590−7.8%ReducedHolders
Q4 20227,525$880.5K0.3%+10.0%AddedHolders
Q3 20227,524$625.0K0.2%−1,500−16.6%ReducedHolders
Q2 20229,024$922.0K0.3%−2,809−23.7%ReducedHolders
Q1 202211,833$1.59M0.4%−2,484−17.4%ReducedHolders
Q4 202114,317$2.39M0.6%+20.0%AddedHolders
Q3 202114,315$2.08M0.6%−250−1.7%ReducedHolders
Q2 202114,565$2.25M0.7%+1,550+11.9%AddedHolders
Q1 202113,015$1.73M0.6%––Holders

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