Xcel Wealth Management
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Xcel Wealth Management’s DuPont de Nemours DD Stock Holding History

Xcel Wealth Management’s Portfolio DD Stock Details DD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$434K Sell
3,344
-967
-22% -$131K 0.11% 111
2026
Q2 		$585K Sell
4,311
-526
-11% -$74.7K 0.14% 100
2026
Q1 		$665K Sell
4,837
-41
-0.8% -$5.66K 0.18% 91
2025
Q4 		$588K Sell
4,878
-6,894
-59% -$776K 0.15% 90
2025
Q3 		$1.15M Buy
+11,772
New +$1.11M 0.3% 65
2025
Q2 		– Sell
-2,909
Closed -$273K – 131
2025
Q1 		$273K Sell
2,909
-81
-3% -$7.9K 0.09% 118
2024
Q4 		$286K Sell
2,990
-637
-18% -$66.3K 0.08% 116
2024
Q3 		$406K Buy
3,627
+248
+7% +$25.3K 0.12% 91
2024
Q2 		$341K Buy
3,379
+1,244
+58% +$122K 0.11% 91
2024
Q1 		$205K Hold
2,135
– – 0.06% 124
2023
Q4 		$206K Buy
+2,135
New +$194K 0.07% 109
2023
Q3 		– Sell
-2,360
Closed -$212K – 113
2023
Q2 		$212K Hold
2,360
– – 0.07% 127
2023
Q1 		$213K Sell
2,360
-3
-0.1% -$274 0.07% 122
2022
Q4 		$204K Buy
+2,363
New +$189K 0.08% 126
2022
Q3 		– Sell
-4,315
Closed -$301K – 124
2022
Q2 		$301K Sell
4,315
-1,193
-22% -$97.6K 0.11% 105
2022
Q1 		$509K Sell
5,508
-3,991
-42% -$389K 0.14% 93
2021
Q4 		$963K Sell
9,499
-15
-0.2% -$1.43K 0.25% 75
2021
Q3 		$812K Buy
9,514
+787
+9% +$72.9K 0.24% 74
2021
Q2 		$848K Buy
8,727
+394
+5% +$39.6K 0.26% 73
2021
Q1 		$808K Buy
8,333
+5,839
+234% +$560K 0.29% 66
2020
Q4 		$222K Buy
+2,494
New +$196K 0.1% 114

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Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
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Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return

Xcel Wealth Management's DD Position: Q3 2026 in Review

Xcel Wealth Management reduced its DuPont de Nemours (DD) stake by 22% in Q3 2026, selling an estimated $131K and leaving 3,344 shares worth $434K. The position accounts for 0.11% of the portfolio, ranked #111.

Xcel Wealth Management first reported a position in DD in Q4 2020 and has held it in 21 quarters since. The position peaked at $1.15M in Q3 2025. 687 funds tracked by Wall St. Rank hold DD as of Q3 2026.

  • Xcel Wealth Management held 3,344 shares of DuPont de Nemours worth $434K as of Q3 2026.
  • Xcel Wealth Management sold 967 DuPont de Nemours shares in Q3 2026, an estimated $131K.
  • DuPont de Nemours made up 0.11% of Xcel Wealth Management's portfolio in Q3 2026, its #111 holding.
  • Xcel Wealth Management first reported a position in DuPont de Nemours in Q4 2020 and has held it in 21 quarters since.
  • Xcel Wealth Management's DuPont de Nemours position peaked at $1.15M in Q3 2025.
  • 687 funds tracked by Wall St. Rank held DuPont de Nemours as of Q3 2026.

Based on Xcel Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.