Nelson Capital Management, LLC Closed Holding Positions

Nelson Capital Management, LLC

  • $572 Million
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
EVRG
Evergy, Inc.

Utilities
Q4 2019 Filed on Feb 10, 2020
112
$62.14 - $66.28 $6.96K - $7.42K
HBAN
Huntington Bancshares Inc

Financial Services
Q4 2019 Filed on Feb 10, 2020
1,310
$13.5 - $15.6 $17.7K - $20.4K
IRBT
Irobot Corp

Consumer Cyclical
Q4 2019 Filed on Feb 10, 2020
651
$43.56 - $59.88 $28.4K - $39K
E Trade Financial Corp
Q4 2019 Filed on Feb 10, 2020
10
N/A
E Trade Group Inc.
Q4 2019 Filed on Feb 10, 2020
1,344
N/A
PAYX
Paychex Inc

Industrials
Q4 2019 Filed on Feb 10, 2020
1,050
$81.89 - $86.49 $86K - $90.8K
NVS
Novartis Ag

Healthcare
Q4 2019 Filed on Feb 10, 2020
614
$84.35 - $95.37 $51.8K - $58.6K
PYPL
Pay Pal Holdings, Inc.

Financial Services
Q4 2019 Filed on Feb 10, 2020
374
$96.64 - $109.75 $36.1K - $41K
JWN
Nordstrom Inc

Consumer Cyclical
Q4 2019 Filed on Feb 10, 2020
200
$31.84 - $41.15 $6.37K - $8.23K
ETR
Entergy Corp

Utilities
Q4 2019 Filed on Feb 10, 2020
56
$114.09 - $121.56 $6.39K - $6.81K
Harding Loevner International
Q3 2019 Filed on Nov 08, 2019
1,420
N/A
Tableau Software Inc
Q3 2019 Filed on Nov 08, 2019
53
N/A
FMX
Mexican Economic Development Inc

Consumer Defensive
Q3 2019 Filed on Nov 08, 2019
14
$85.06 - $98.46 $1.19K - $1.38K
Purpose Silver Bullion Fund
Q3 2019 Filed on Nov 08, 2019
150
N/A
ESLOY
Essilorluxottica American Depo

Healthcare
Q3 2019 Filed on Nov 08, 2019
13
$64.01 - $74.85 $832 - $973
Dominos Pizza Uk & Irl Adr
Q3 2019 Filed on Nov 08, 2019
153
N/A
ADDYY
Adidas Ag Sponsored Adr (Germa

Consumer Cyclical
Q3 2019 Filed on Nov 08, 2019
9
$141.9 - $163.43 $1.28K - $1.47K
Symantec Corp
Q3 2019 Filed on Nov 08, 2019
56
N/A
CSLLY
Csl LTD

Healthcare
Q3 2019 Filed on Nov 08, 2019
9
$74.21 - $82.92 $668 - $746
Domino'S Pizza E Unspon Adr
Q3 2019 Filed on Nov 08, 2019
16
N/A
Aerohive Networks Inc
Q3 2019 Filed on Nov 08, 2019
156,558
N/A
TSCO
Tractor Supply CO

Consumer Cyclical
Q3 2019 Filed on Nov 08, 2019
100
$88.96 - $112.97 $8.9K - $11.3K
ALGN
Align Technology Inc

Healthcare
Q3 2019 Filed on Nov 08, 2019
11
$173.16 - $286.65 $1.9K - $3.15K
Coca Cola European Partners P
Q3 2019 Filed on Nov 08, 2019
57
N/A
SNPTY
China Petro&Chem Ads (100 Ord)
Q3 2019 Filed on Nov 08, 2019
22
N/A
Gw Pharmaceuticals PLC
Q3 2019 Filed on Nov 08, 2019
9
N/A
Royal Caribbean Cruises
Q3 2019 Filed on Nov 08, 2019
165
N/A
Softbank Group Corp
Q3 2019 Filed on Nov 08, 2019
80
N/A
NYCB
New York Community Bancorp Inc

Financial Services
Q3 2019 Filed on Nov 08, 2019
100
$10.1 - $13.15 $1.01K - $1.32K
Tencent Holdings LTD
Q3 2019 Filed on Nov 08, 2019
22
N/A
Mdy
Q3 2019 Filed on Nov 08, 2019
236
N/A
Aon PLC
Q3 2019 Filed on Nov 08, 2019
258
N/A
AAP
Advance Auto Parts Inc

Consumer Cyclical
Q3 2019 Filed on Nov 08, 2019
237
$134.89 - $165.4 $32K - $39.2K
Celgene Corp
Q3 2019 Filed on Nov 08, 2019
11
N/A
RCD
Invesco ETF Tr S&P 500 Equal W

ETFs
Q3 2019 Filed on Nov 08, 2019
40
$96.09 - $107.6 $3.84K - $4.3K
CSXXY
Carsales.Com LTD Unsponsored A

Communication Services
Q3 2019 Filed on Nov 08, 2019
46
$18.51 - $22.31 $851 - $1.03K
Cornerstone Ondemand Inc
Q3 2019 Filed on Nov 08, 2019
2,552
N/A
WRK
West Rock CO

Consumer Cyclical
Q3 2019 Filed on Nov 08, 2019
100
$32.31 - $39.09 $3.23K - $3.91K
Capri Holdings LTD F
Q3 2019 Filed on Nov 08, 2019
30
N/A
General Dynamics Corporation
Q3 2019 Filed on Nov 08, 2019
210
N/A
Just Eat PLC Unsp Adr
Q3 2019 Filed on Nov 08, 2019
295
N/A
T. Rowe Price New Era Fund
Q3 2019 Filed on Nov 08, 2019
636
N/A
Blue Prism Group PLC
Q3 2019 Filed on Nov 08, 2019
12
N/A
TAL
Tal Education Group

Consumer Defensive
Q3 2019 Filed on Nov 08, 2019
38
$30.98 - $39.56 $1.18K - $1.5K
ISRG
Intuitive Surgical Inc

Healthcare
Q3 2019 Filed on Nov 08, 2019
7
$161.53 - $181.67 $1.13K - $1.27K
Worldpay Inc
Q3 2019 Filed on Nov 08, 2019
22
N/A
Ryanair Holdings Plc Sp Adr
Q3 2019 Filed on Nov 08, 2019
12
N/A
KSRYY
Kose Corporation

Consumer Defensive
Q3 2019 Filed on Nov 08, 2019
25
$31.25 - $36.88 $781 - $922
Anadarko Pete Corp
Q3 2019 Filed on Nov 08, 2019
36
N/A
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