Nelson Capital Management, LLC Closed Holding Positions

Nelson Capital Management, LLC

  • $587 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
FIS
Fidelity National Information Services, Inc.

Technology
Q4 2019 Filed on Feb 10, 2020
20
$125.44 - $139.75 $2.51K - $2.8K
Fmc Technologies Inc.
Q4 2019 Filed on Feb 10, 2020
62
N/A
CAIXY
Caixa Bank
Q4 2019 Filed on Feb 10, 2020
5,000
$0.79 - $1.02 $3.95K - $5.1K
SMMNY
Siemens Healthineers Ag Adr(Ge

Healthcare
Q4 2019 Filed on Feb 10, 2020
59
$18.92 - $24.47 $1.12K - $1.44K
TOELY
Tokyo Electron LTD Unsponsored

Technology
Q4 2019 Filed on Feb 10, 2020
400
$31.76 - $38.1 $12.7K - $15.2K
HON
Honeywell International Inc

Industrials
Q4 2019 Filed on Feb 10, 2020
839
$158.62 - $182.01 $133K - $153K
Bb&T Corp
Q4 2019 Filed on Feb 10, 2020
500
N/A
Frontier Communications
Q4 2019 Filed on Feb 10, 2020
9
N/A
FTV
Fortive Corp

Technology
Q4 2019 Filed on Feb 10, 2020
200
$53.76 - $64.31 $10.8K - $12.9K
SCHWPRD
Schwab Charles Corp New Dp Shs
Q4 2019 Filed on Feb 10, 2020
1,800
N/A
STZ
Constellation Brands, Inc.

Consumer Defensive
Q4 2019 Filed on Feb 10, 2020
476
$174.89 - $209.41 $83.2K - $99.7K
SIEGY
Siemens Aktiengesellschaft Ads

Industrials
Q4 2019 Filed on Feb 10, 2020
400
$51.74 - $66.74 $20.7K - $26.7K
SOUHY
South32 LTD Sponsored Adr(Aust

Basic Materials
Q4 2019 Filed on Feb 10, 2020
160
$8.08 - $10.05 $1.29K - $1.61K
BP
Bp PLC

Energy
Q4 2019 Filed on Feb 10, 2020
1,568
$36.37 - $39.83 $57K - $62.5K
Banco De Sabadell Adr
Q4 2019 Filed on Feb 10, 2020
1,041
N/A
SPH
Suburban Propane Partners LP

Utilities
Q4 2019 Filed on Feb 10, 2020
200
$21.81 - $24.41 $4.36K - $4.88K
TEF
Telefonica S A

Communication Services
Q4 2019 Filed on Feb 10, 2020
400
$6.97 - $8.04 $2.79K - $3.22K
TEN
Tenneco Inc

Consumer Cyclical
Q4 2019 Filed on Feb 10, 2020
24
$10.09 - $15.57 $242 - $374
Terra Tech Corporation
Q4 2019 Filed on Feb 10, 2020
395
N/A
ESS
Essex Property Trust, Inc.

Real Estate
Q4 2019 Filed on Feb 10, 2020
260
$296.19 - $332.54 $77K - $86.5K
Bank Of New York CO Inc.
Q4 2019 Filed on Feb 10, 2020
368
N/A
PSAPRF
Public Storage Dep Shs Repstg
Q4 2019 Filed on Feb 10, 2020
1,950
N/A
MCO
Moodys Corp

Financial Services
Q4 2019 Filed on Feb 10, 2020
100
$196.81 - $239.3 $19.7K - $23.9K
HPE
Hewlett Packard Enterprise CO

Technology
Q4 2019 Filed on Feb 10, 2020
1,600
$13.85 - $17.46 $22.2K - $27.9K
EXC
Exelon Corp

Utilities
Q4 2019 Filed on Feb 10, 2020
420
$31.26 - $34.56 $13.1K - $14.5K
FE
Firstenergy Corp

Utilities
Q4 2019 Filed on Feb 10, 2020
140
$46.03 - $48.82 $6.44K - $6.83K
HP
Helmerich & Payne, Inc.

Energy
Q4 2019 Filed on Feb 10, 2020
1,500
$36.4 - $45.54 $54.6K - $68.3K
General Motors
Q4 2019 Filed on Feb 10, 2020
100
N/A
GPN
Global Payments Inc

Industrials
Q4 2019 Filed on Feb 10, 2020
38
$155.13 - $183.49 $5.89K - $6.97K
Hsbc Hldgs PLC
Q4 2019 Filed on Feb 10, 2020
500
N/A
HSBC
Hsbc Holdings PLC

Financial Services
Q4 2019 Filed on Feb 10, 2020
200
$36.33 - $39.52 $7.27K - $7.9K
IMBBY
Imperial Brands PLC

Consumer Defensive
Q4 2019 Filed on Feb 10, 2020
50
$21.48 - $24.8 $1.07K - $1.24K
IBB
Ishares Biotechnology ETF

ETFs
Q4 2019 Filed on Feb 10, 2020
300
$97.24 - $123.5 $29.2K - $37.1K
Kush Co Holdings, Inc.
Q4 2019 Filed on Feb 10, 2020
950
N/A
MMP
Magellan Midstream Partners, L.P.

Energy
Q4 2019 Filed on Feb 10, 2020
200
$58.47 - $65.77 $11.7K - $13.2K
ADI
Analog Devices Inc

Technology
Q4 2019 Filed on Feb 10, 2020
100
$105.32 - $119.82 $10.5K - $12K
Genitope Corp
Q4 2019 Filed on Feb 10, 2020
6,000
N/A
AVB
Avalonbay Communities Inc

Real Estate
Q4 2019 Filed on Feb 10, 2020
409
$206.64 - $222.04 $84.5K - $90.8K
General Electric CO
Q4 2019 Filed on Feb 10, 2020
6,219
N/A
REAL
The Real Real, Inc.

Consumer Cyclical
Q4 2019 Filed on Feb 10, 2020
600
$16.0 - $23.75 $9.6K - $14.3K
EA
Electronic Arts Inc.

Communication Services
Q4 2019 Filed on Feb 10, 2020
614
$92.53 - $108.55 $56.8K - $66.6K
BAYRY
Bayer Ag Spons Adr

Healthcare
Q4 2019 Filed on Feb 10, 2020
300
$16.74 - $20.68 $5.02K - $6.2K
CS
Credit Suisse Group Ag

Financial Services
Q4 2019 Filed on Feb 10, 2020
750
$11.42 - $13.63 $8.57K - $10.2K
CVS
Cvs Health Corp

Healthcare
Q4 2019 Filed on Feb 10, 2020
860
$60.38 - $76.58 $51.9K - $65.9K
GLW
Corning Inc

Technology
Q4 2019 Filed on Feb 10, 2020
1,303
$27.27 - $30.61 $35.5K - $39.9K
VRTV
Veritiv Corp

Industrials
Q4 2019 Filed on Feb 10, 2020
2
$13.1 - $21.66 $26.2 - $43.3
ED
Consolidated Edison Inc

Utilities
Q4 2019 Filed on Feb 10, 2020
501
$85.55 - $94.29 $42.9K - $47.2K
COP
Conocophillips

Energy
Q4 2019 Filed on Feb 10, 2020
2,292
$53.07 - $65.03 $122K - $149K
PNR
Pentair PLC

Industrials
Q4 2019 Filed on Feb 10, 2020
5
$35.16 - $45.97 $176 - $230
Track This Portfolio

Track Nelson Capital Management, LLC Portfolio

Follow Nelson Capital Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Nelson Capital Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Nelson Capital Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email