Xcel Wealth Management
NKE icon

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
Q3 		– Sell
-8,336
Closed -$342K – 143
2026
Q2 		$342K Buy
8,336
+2,751
+49% +$121K 0.08% 126
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

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

Xcel Wealth Management sold out of Nike (NKE) in Q3 2026, closing a stake of 8,336 shares — an estimated $342K sold.

Xcel Wealth Management first reported a position in NKE in Q3 2020 and held it in 16 quarters. The position peaked at $2.39M in Q4 2021. 962 funds tracked by Wall St. Rank hold NKE as of Q3 2026.

  • Xcel Wealth Management reported no remaining Nike position as of Q3 2026 after selling out during the quarter.
  • Xcel Wealth Management sold 8,336 Nike shares in Q3 2026, an estimated $342K.
  • Xcel Wealth Management first reported a position in Nike in Q3 2020 and held it in 16 quarters.
  • Xcel Wealth Management's Nike position peaked at $2.39M in Q4 2021.
  • 962 funds tracked by Wall St. Rank held Nike as of Q3 2026.

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