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Xcel Wealth Management, LLC

SEC CIK
0001791002
Latest filing
Jul 24, 2026

NWL holding history

Newell Brands 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.

NWL overviewAll 13F holders of NWLFull Q2 2026 holdings

Shares (Q2 2025)
0
Sold out in Q2 2025
Value
$0
% of portfolio
0.0%
Quarters held
13
Since Q1 2022
Holdings of NWL by Xcel Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20250$00.0%−17,114−100.0%Sold outHolders
Q1 202517,114$106.1K<0.1%−37,249−68.5%ReducedHolders
Q4 202454,363$541.5K0.2%+21,590+65.9%AddedHolders
Q3 202432,773$251.7K0.1%00.0%UnchangedHolders
Q2 202432,773$210.1K0.1%+2,500+8.3%AddedHolders
Q1 202430,273$243.1K0.1%+8,903+41.7%AddedHolders
Q4 202321,370$185.5K0.1%+1,700+8.6%AddedHolders
Q3 202319,670$177.6K0.1%+1,900+10.7%AddedHolders
Q2 202317,770$154.6K<0.1%−11,680−39.7%ReducedHolders
Q1 202329,450$366.4K0.1%+11,700+65.9%AddedHolders
Q4 202217,750$232.2K0.1%−35,300−66.5%ReducedHolders
Q3 202253,050$737.0K0.3%−84,900−61.5%ReducedHolders
Q2 2022137,950$2.63M1.0%−6,400−4.4%ReducedHolders
Q1 2022144,350$3.09M0.8%+144,350NewHolders