Nelson Capital Management, LLC Closed Holding Positions

Nelson Capital Management, LLC

  • $572 Million
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
BDX
Becton Dickinson & CO

Healthcare
Q4 2019 Filed on Feb 10, 2020
210
$236.45 - $266.82 $49.7K - $56K
BAYRY
Bayer Ag Spons Adr

Healthcare
Q4 2019 Filed on Feb 10, 2020
300
$16.74 - $20.68 $5.02K - $6.2K
Bank Of New York CO Inc.
Q4 2019 Filed on Feb 10, 2020
368
N/A
Banco De Sabadell Adr
Q4 2019 Filed on Feb 10, 2020
1,041
N/A
BP
Bp PLC

Energy
Q4 2019 Filed on Feb 10, 2020
1,568
$36.37 - $39.83 $57K - $62.5K
Bb&T Corp
Q4 2019 Filed on Feb 10, 2020
500
N/A
AVB
Avalonbay Communities Inc

Real Estate
Q4 2019 Filed on Feb 10, 2020
409
$206.64 - $222.04 $84.5K - $90.8K
ADI
Analog Devices Inc

Technology
Q4 2019 Filed on Feb 10, 2020
100
$105.32 - $119.82 $10.5K - $12K
American Intl Group
Q4 2019 Filed on Feb 10, 2020
46
N/A
AFL
Aflac Inc

Financial Services
Q4 2019 Filed on Feb 10, 2020
1,120
$50.58 - $54.84 $56.6K - $61.4K
Mallinckrodt Pub LTD CO
Q4 2019 Filed on Feb 10, 2020
3
N/A
WHR
Whirlpool Corp

Consumer Cyclical
Q4 2019 Filed on Feb 10, 2020
47
$140.93 - $162.16 $6.62K - $7.62K
UHS
Universal Health Services Inc

Healthcare
Q4 2019 Filed on Feb 10, 2020
400
$137.46 - $147.11 $55K - $58.8K
DE
Deere & CO

Industrials
Q4 2019 Filed on Feb 10, 2020
271
$163.25 - $179.8 $44.2K - $48.7K
DXC
Dxc Technology CO

Technology
Q4 2019 Filed on Feb 10, 2020
136
$26.33 - $37.76 $3.58K - $5.14K
CCK
Crown Holdings Inc

Consumer Cyclical
Q4 2019 Filed on Feb 10, 2020
340
$61.88 - $76.62 $21K - $26.1K
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
STZ
Constellation Brands, Inc.

Consumer Defensive
Q4 2019 Filed on Feb 10, 2020
476
$174.89 - $209.41 $83.2K - $99.7K
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
CNDT
Conduent Inc

Technology
Q4 2019 Filed on Feb 10, 2020
18
$5.33 - $7.38 $95.9 - $133
Waste Management
Q4 2019 Filed on Feb 10, 2020
100
N/A
CL
Colgate Palmolive CO

Consumer Defensive
Q4 2019 Filed on Feb 10, 2020
800
$65.41 - $72.07 $52.3K - $57.7K
Wells Fargo & Company Pfd
Q4 2019 Filed on Feb 10, 2020
300
N/A
CHTR
Charter Communications, Inc.

Communication Services
Q4 2019 Filed on Feb 10, 2020
35
$405.6 - $485.73 $14.2K - $17K
Wells Fargo Pfd 5.5
Q4 2019 Filed on Feb 10, 2020
2,000
N/A
CAT
Caterpillar Inc

Industrials
Q4 2019 Filed on Feb 10, 2020
566
$117.97 - $148.5 $66.8K - $84.1K
OXY
Occidental Petroleum Corp

Energy
Q4 2019 Filed on Feb 10, 2020
930
$37.34 - $44.23 $34.7K - $41.1K
Dominion Resources
Q4 2019 Filed on Feb 10, 2020
630
N/A
WEC
Wec Energy Group, Inc.

Utilities
Q4 2019 Filed on Feb 10, 2020
150
$87.14 - $96.08 $13.1K - $14.4K
IYH
Ishares Tr

ETFs
Q4 2019 Filed on Feb 10, 2020
235
$184.36 - $217.02 $43.3K - $51K
Immunosyn Corp
Q4 2019 Filed on Feb 10, 2020
1,000
N/A
NFLX
Netflix Inc

Communication Services
Q4 2019 Filed on Feb 10, 2020
70
$266.69 - $336.9 $18.7K - $23.6K
IYK
Ishares U.S. Consumer Staples

ETFs
Q4 2019 Filed on Feb 10, 2020
240
$123.25 - $133.8 $29.6K - $32.1K
IP
International Paper CO

Consumer Cyclical
Q4 2019 Filed on Feb 10, 2020
348
$36.39 - $44.91 $12.7K - $15.6K
ADM
Archer Daniels Midland CO

Consumer Defensive
Q4 2019 Filed on Feb 10, 2020
735
$38.4 - $46.35 $28.2K - $34.1K
DFS
Discover Financial Services

Financial Services
Q4 2019 Filed on Feb 10, 2020
100
$75.17 - $86.7 $7.52K - $8.67K
BCE
Bce Inc

Communication Services
Q4 2019 Filed on Feb 10, 2020
100
$46.11 - $49.09 $4.61K - $4.91K
LMT
Lockheed Martin Corp

Industrials
Q4 2019 Filed on Feb 10, 2020
250
$370.73 - $394.24 $92.7K - $98.6K
CAH
Cardinal Health Inc

Healthcare
Q4 2019 Filed on Feb 10, 2020
100
$44.96 - $56.35 $4.5K - $5.64K
MS
Morgan Stanley

Financial Services
Q4 2019 Filed on Feb 10, 2020
38
$39.82 - $51.12 $1.51K - $1.94K
MRO
Marathon Oil Corp

Energy
Q4 2019 Filed on Feb 10, 2020
678
$11.09 - $13.69 $7.52K - $9.28K
DTEGY
Deutsche Telekom Ag Ads (1 Ord)

Communication Services
Q4 2019 Filed on Feb 10, 2020
200
$16.26 - $18.06 $3.25K - $3.61K
0HVP.L
Lumen Technologies, Inc.

Telecommunication
Q4 2019 Filed on Feb 10, 2020
223
N/A
DTE
Dte Energy CO

Utilities
Q4 2019 Filed on Feb 10, 2020
38
$102.54 - $113.35 $3.9K - $4.31K
CLX
Clorox CO

Consumer Defensive
Q4 2019 Filed on Feb 10, 2020
100
$145.02 - $153.54 $14.5K - $15.4K
China Mobile Limited
Q4 2019 Filed on Feb 10, 2020
100
N/A
NOK
Nokia Corp

Technology
Q4 2019 Filed on Feb 10, 2020
10
$3.35 - $5.23 $33.5 - $52.3
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