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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
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

Other funds holding DD

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
FNFDCM
Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.22B AUM 34.81% 1-Year Est. Return
AIM
Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Xcel Wealth Management's DD Position: Q2 2026 in Review

Xcel Wealth Management reduced its DuPont de Nemours (DD) stake by 11% in Q2 2026, selling an estimated $74.7K and leaving 4,311 shares worth $585K. The position accounts for 0.14% of the portfolio, ranked #100.

Xcel Wealth Management first reported a position in DD in Q4 2020 and has held it in 20 quarters since. The position peaked at $1.15M in Q3 2025. 404 funds tracked by Wall St. Rank hold DD as of Q2 2026.

  • Xcel Wealth Management held 4,311 shares of DuPont de Nemours worth $585K as of Q2 2026.
  • Xcel Wealth Management sold 526 DuPont de Nemours shares in Q2 2026, an estimated $74.7K.
  • DuPont de Nemours made up 0.14% of Xcel Wealth Management's portfolio in Q2 2026, its #100 holding.
  • Xcel Wealth Management first reported a position in DuPont de Nemours in Q4 2020 and has held it in 20 quarters since.
  • Xcel Wealth Management's DuPont de Nemours position peaked at $1.15M in Q3 2025.
  • 404 funds tracked by Wall St. Rank held DuPont de Nemours as of Q2 2026.

Based on Xcel Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.