Xcel Wealth Management, LLC
- SEC CIK
- 0001791002
- Latest filing
- Jul 24, 2026
WHR holding history
Whirlpool Corp 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.
WHR overviewAll 13F holders of WHRFull Q2 2026 holdings
- Shares (Q2 2026)
- 0
- Sold out in Q2 2026
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 16
- Since Q2 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 0 | $0 | 0.0% | −13,646−100.0% | Sold out | Holders |
| Q1 2026 | 13,646 | $735.8K | 0.2% | −15,333−52.9% | Reduced | Holders |
| Q4 2025 | 28,979 | $2.09M | 0.5% | −25,479−46.8% | Reduced | Holders |
| Q3 2025 | 54,458 | $4.28M | 1.1% | −2,446−4.3% | Reduced | Holders |
| Q2 2025 | 56,904 | $5.77M | 1.6% | −1,904−3.2% | Reduced | Holders |
| Q1 2025 | 58,808 | $5.30M | 1.7% | −290−0.5% | Reduced | Holders |
| Q4 2024 | 59,098 | $6.77M | 1.9% | +85+0.1% | Added | Holders |
| Q3 2024 | 59,013 | $6.31M | 1.8% | +1,785+3.1% | Added | Holders |
| Q2 2024 | 57,228 | $5.85M | 1.8% | +50,368+734.2% | Added | Holders |
| Q1 2024 | 6,860 | $820.7K | 0.3% | +827+13.7% | Added | Holders |
| Q4 2023 | 6,033 | $734.6K | 0.3% | +1,225+25.5% | Added | Holders |
| Q3 2023 | 4,808 | $642.8K | 0.3% | −100−2.0% | Reduced | Holders |
| Q2 2023 | 4,908 | $730.3K | 0.2% | +1,000+25.6% | Added | Holders |
| Q1 2023 | 3,908 | $515.9K | 0.2% | −100−2.5% | Reduced | Holders |
| Q4 2022 | 4,008 | $567.0K | 0.2% | −1,800−31.0% | Reduced | Holders |
| Q3 2022 | 5,808 | $783.0K | 0.3% | +380+7.0% | Added | Holders |
| Q2 2022 | 5,428 | $841.0K | 0.3% | +5,428 | New | Holders |