Xcel Wealth Management’s Nike NKE Stock Holding History

Xcel Wealth Management’s Portfolio NKE Stock Details NKE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$295K	Buy	+5,585	New	+$339K	0.08%	123
2025 Q4	–	Sell	-4,055	Closed	-$283K	–	146
2025 Q3	$283K	Hold	4,055	–	–	0.07%	126
2025 Q2	$288K	Buy	+4,055	New	+$243K	0.08%	118
2023 Q3	–	Sell	-6,660	Closed	-$735K	–	125
2023 Q2	$735K	Sell	6,660 -275	-4%	-$32.2K	0.23%	71
2023 Q1	$850K	Sell	6,935 -590	-8%	-$72.5K	0.3%	62
2022 Q4	$880K	Buy	7,525 +1	+0%	+$101	0.35%	60
2022 Q3	$625K	Sell	7,524 -1,500	-17%	-$161K	0.23%	69
2022 Q2	$922K	Sell	9,024 -2,809	-24%	-$332K	0.34%	59
2022 Q1	$1.59M	Sell	11,833 -2,484	-17%	-$349K	0.44%	60
2021 Q4	$2.39M	Buy	14,317 +2	+0%	+$330	0.61%	51
2021 Q3	$2.08M	Sell	14,315 -250	-2%	-$40.8K	0.6%	49
2021 Q2	$2.25M	Buy	14,565 +1,550	+12%	+$209K	0.68%	43
2021 Q1	$1.73M	Buy	13,015 +2,820	+28%	+$392K	0.62%	42
2020 Q4	$1.44M	Buy	10,195 +2,291	+29%	+$304K	0.62%	41
2020 Q3	$992K	Buy	+7,904	New	+$849K	0.51%	45

Other funds holding NKE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

DAM

Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Xcel Wealth Management's NKE Position: Q1 2026 in Review

Xcel Wealth Management opened a new position in Nike (NKE) in Q1 2026: 5,585 shares worth $295K. The stake represents 0.08% of the portfolio and ranks #123 among its holdings. This is a return to the name: Xcel Wealth Management previously reported a position in NKE as recently as Q3 2025.

Xcel Wealth Management first reported a position in NKE in Q3 2020 and has held it in 15 quarters since. The position peaked at $2.39M in Q4 2021. 1,909 funds tracked by Wall St. Rank hold NKE as of Q1 2026.

Xcel Wealth Management held 5,585 shares of Nike worth $295K as of Q1 2026.
Nike was a new Xcel Wealth Management position in Q1 2026.
Nike made up 0.08% of Xcel Wealth Management's portfolio in Q1 2026, its #123 holding.
Xcel Wealth Management first reported a position in Nike in Q3 2020 and has held it in 15 quarters since.
Xcel Wealth Management's Nike position peaked at $2.39M in Q4 2021.
1,909 funds tracked by Wall St. Rank held Nike as of Q1 2026.

Based on Xcel Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.