Nelson Capital Management, LLC Closed Holding Positions

Nelson Capital Management, LLC

  • $587 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
ORLY
O Reilly Automotive Inc

Consumer Cyclical
Q4 2019 Filed on Feb 10, 2020
18
$387.35 - $449.89 $6.97K - $8.1K
NEE
Nextera Energy Inc

Utilities
Q4 2019 Filed on Feb 10, 2020
140
$55.52 - $60.68 $7.77K - $8.5K
NSRGY
Nestle S.A.Spon Adr(Rep Reg Sh

Consumer Defensive
Q4 2019 Filed on Feb 10, 2020
50
$103.26 - $108.98 $5.16K - $5.45K
New Nadina Exploration
Q4 2019 Filed on Feb 10, 2020
307,000
N/A
Sumitomo Corporation
Q4 2019 Filed on Feb 10, 2020
177
N/A
VLO
Valero Energy Corp

Energy
Q4 2019 Filed on Feb 10, 2020
279
$82.8 - $101.4 $23.1K - $28.3K
SNY
Sanofi

Healthcare
Q4 2019 Filed on Feb 10, 2020
300
$44.25 - $50.86 $13.3K - $15.3K
NGD
New Gold Inc.

Basic Materials
Q4 2019 Filed on Feb 10, 2020
3,000
$0.77 - $1.08 $2.31K - $3.24K
LAMR
Lamar Advertising CO

Real Estate
Q4 2019 Filed on Feb 10, 2020
560
$80.01 - $89.26 $44.8K - $50K
DOV
Dover Corp

Industrials
Q4 2019 Filed on Feb 10, 2020
36
$91.99 - $115.85 $3.31K - $4.17K
CINF
Cincinnati Financial Corp

Financial Services
Q4 2019 Filed on Feb 10, 2020
570
$102.99 - $117.41 $58.7K - $66.9K
BIDU
Baidu, Inc.

Communication Services
Q4 2019 Filed on Feb 10, 2020
5
$99.53 - $128.83 $498 - $644
BABA
Alibaba Group Holding LTD

Consumer Cyclical
Q4 2019 Filed on Feb 10, 2020
12
$161.93 - $216.38 $1.94K - $2.6K
Agere Systems Inc.
Q4 2019 Filed on Feb 10, 2020
790
N/A
Sumitomo Corporation
Q4 2019 Filed on Feb 10, 2020
377
N/A
PIPR
Piper Sandler Companies

Financial Services
Q4 2019 Filed on Feb 10, 2020
229
$70.18 - $82.14 $16.1K - $18.8K
FBHS
Fortune Brands Home & Security, Inc.

Industrials
Q4 2019 Filed on Feb 10, 2020
267
$54.4 - $65.98 $14.5K - $17.6K
FITB
Fifth Third Bancorp

Financial Services
Q4 2019 Filed on Feb 10, 2020
5,500
$25.45 - $31.49 $140K - $173K
AEP
American Electric Power CO Inc

Utilities
Q4 2019 Filed on Feb 10, 2020
537
$88.5 - $95.72 $47.5K - $51.4K
MA
Mastercard Inc

Financial Services
Q4 2019 Filed on Feb 10, 2020
291
$260.85 - $300.74 $75.9K - $87.5K
MLM
Martin Marietta Materials Inc

Basic Materials
Q4 2019 Filed on Feb 10, 2020
42
$253.3 - $279.64 $10.6K - $11.7K
KSU
Kansas City Southern

Industrials
Q4 2019 Filed on Feb 10, 2020
341
N/A
AMT
American Tower Corp

Real Estate
Q4 2019 Filed on Feb 10, 2020
132
$205.69 - $229.82 $27.2K - $30.3K
LBRDK
Liberty Broadband Corp

Communication Services
Q4 2019 Filed on Feb 10, 2020
247
$103.64 - $125.75 $25.6K - $31.1K
MPC
Marathon Petroleum Corp

Energy
Q4 2019 Filed on Feb 10, 2020
698
$57.11 - $68.02 $39.9K - $47.5K
MCK
Mckesson Corp

Healthcare
Q4 2019 Filed on Feb 10, 2020
203
$130.23 - $153.27 $26.4K - $31.1K
MSI
Motorola Solutions, Inc.

Technology
Q4 2019 Filed on Feb 10, 2020
145
$157.09 - $176.01 $22.8K - $25.5K
CHKP
Check Point Software Technologies LTD

Technology
Q4 2019 Filed on Feb 10, 2020
200
$106.64 - $118.64 $21.3K - $23.7K
Te Connectivity LTD
Q4 2019 Filed on Feb 10, 2020
325
N/A
NTAP
Net App, Inc.

Technology
Q4 2019 Filed on Feb 10, 2020
574
$49.78 - $63.54 $28.6K - $36.5K
FDX
Fedex Corp

Industrials
Q4 2019 Filed on Feb 10, 2020
208
$138.39 - $165.67 $28.8K - $34.5K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
Q4 2019 Filed on Feb 10, 2020
10
$274.13 - $376.51 $2.74K - $3.77K
RDS-A
Shell PLC

Energy
Q4 2019 Filed on Feb 10, 2020
2,083
$50.81 - $54.48 $106K - $113K
NGLOY
Anglo Amern PLC (Uk)

Basic Materials
Q4 2019 Filed on Feb 10, 2020
500
$11.04 - $14.69 $5.52K - $7.35K
Amyris
Q4 2019 Filed on Feb 10, 2020
100
N/A
HSY
Hershey CO

Consumer Defensive
Q4 2019 Filed on Feb 10, 2020
360
$140.29 - $157.7 $50.5K - $56.8K
IT
Gartner Inc

Technology
Q4 2019 Filed on Feb 10, 2020
33
$138.77 - $162.2 $4.58K - $5.35K
FMS
Fresenius Medical Care Ag & Co. K Ga A

Healthcare
Q4 2019 Filed on Feb 10, 2020
35
$31.8 - $37.9 $1.11K - $1.33K
CELC
Celcuity Inc.

Healthcare
Q4 2019 Filed on Feb 10, 2020
1,141
$9.47 - $16.71 $10.8K - $19.1K
Leafbuyer Technologies, Inc.
Q4 2019 Filed on Feb 10, 2020
4,335
N/A
KHC
Kraft Heinz CO

Consumer Defensive
Q4 2019 Filed on Feb 10, 2020
100
$26.54 - $33.33 $2.65K - $3.33K
KEYS
Keysight Technologies, Inc.

Technology
Q4 2019 Filed on Feb 10, 2020
183
$91.42 - $109.08 $16.7K - $20K
Cerner Corp
Q4 2019 Filed on Feb 10, 2020
438
N/A
K
Kellogg CO

Consumer Defensive
Q4 2019 Filed on Feb 10, 2020
1,416
$60.89 - $69.16 $86.2K - $97.9K
ITOCY
Itochu Corp Adr

Industrials
Q4 2019 Filed on Feb 10, 2020
333
$40.54 - $46.72 $13.5K - $15.6K
PFF
Ishares Trust Ishares Pfd And

ETFs
Q4 2019 Filed on Feb 10, 2020
100
$36.77 - $37.68 $3.68K - $3.77K
HUM
Humana Inc

Healthcare
Q4 2019 Filed on Feb 10, 2020
7
$253.17 - $371.0 $1.77K - $2.6K
HIG
Hartford Financial Services Group, Inc.

Financial Services
Q4 2019 Filed on Feb 10, 2020
150
$56.46 - $62.59 $8.47K - $9.39K
CMP
Compass Minerals International Inc

Basic Materials
Q4 2019 Filed on Feb 10, 2020
400
$53.55 - $61.0 $21.4K - $24.4K
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