Nelson Capital Management, LLC Energy Sector Spdr Transaction History

Nelson Capital Management, LLC

  • $831 Million
  • Q3 2025

A detailed history of Nelson Capital Management, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Nelson Capital Management, LLC holds 18,676 shares of XLE stock, worth $1.72 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares
18,676
Previous 17,943 4.09%
Holding current value
$1.72 Million
Previous $1.52 Million 9.66%
% of portfolio
0.2%
Previous 0.2%

Shares

34 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 13, 2025
BUY
$84.25 - $91.99 $61,755 - $67,428
733 Added 4.09%
18,676 $1.67 Million
Q2 2025

Jul 23, 2025
BUY
$76.44 - $94.13 $24,690 - $30,403
323 Added 1.83%
17,943 $1.52 Million
Q1 2025

May 05, 2025
BUY
$85.7 - $93.96 $113,038 - $123,933
1,319 Added 8.09%
17,620 $1.65 Million
Q4 2024

Feb 04, 2025
BUY
$83.32 - $97.27 $3,249 - $3,793
39 Added 0.24%
16,301 $1.4 Million
Q3 2024

Nov 04, 2024
BUY
$84.35 - $93.39 $105,774 - $117,111
1,254 Added 8.36%
16,262 $1.43 Million
Q2 2024

Aug 07, 2024
SELL
$88.04 - $98.08 $62,068 - $69,146
-705 Reduced 4.49%
15,008 $1.37 Million
Q1 2024

May 06, 2024
SELL
$79.91 - $94.41 $2,557 - $3,021
-32 Reduced 0.2%
15,713 $1.48 Million
Q4 2023

Jan 26, 2024
BUY
$81.2 - $91.96 $6,090 - $6,896
75 Added 0.48%
15,745 $1.32 Million
Q3 2023

Nov 14, 2023
BUY
$79.09 - $93.36 $51,171 - $60,403
647 Added 4.31%
15,670 $1.42 Million
Q2 2023

Aug 10, 2023
SELL
$76.59 - $87.23 $150,039 - $170,883
-1,959 Reduced 11.54%
15,023 $1.22 Million
Q1 2023

May 09, 2023
SELL
$76.97 - $93.11 $117,764 - $142,458
-1,530 Reduced 8.26%
16,982 $1.41 Million
Q4 2022

Feb 02, 2023
BUY
$76.09 - $94.08 $13,772 - $17,028
181 Added 0.99%
18,512 $1.62 Million
Q3 2022

Nov 02, 2022
SELL
$67.49 - $84.09 $17,479 - $21,779
-259 Reduced 1.39%
18,331 $1.32 Million
Q2 2022

Jul 27, 2022
BUY
$70.66 - $92.28 $94,331 - $123,193
1,335 Added 7.74%
18,590 $1.33 Million
Q1 2022

May 02, 2022
SELL
$57.22 - $78.75 $1.13 Million - $1.56 Million
-19,757 Reduced 53.38%
17,255 $1.32 Million
Q4 2021

Feb 14, 2022
SELL
$53.01 - $59.14 $47,019 - $52,457
-887 Reduced 2.34%
37,012 $2.05 Million
Q3 2021

Nov 09, 2021
SELL
$45.79 - $54.81 $11,172 - $13,373
-244 Reduced 0.64%
37,899 $1.97 Million
Q2 2021

Aug 10, 2021
BUY
$47.07 - $56.19 $65,286 - $77,935
1,387 Added 3.77%
38,143 $2.06 Million
Q1 2021

May 10, 2021
SELL
$37.96 - $53.57 $44,792 - $63,212
-1,180 Reduced 3.11%
36,756 $1.8 Million
Q4 2020

Feb 17, 2021
BUY
$27.71 - $41.6 $655,895 - $984,672
23,670 Added 165.92%
37,936 $1.44 Million
Q3 2020

Nov 13, 2020
SELL
$29.95 - $38.58 $109,916 - $141,588
-3,670 Reduced 20.46%
14,266 $427,000
Q2 2020

Aug 13, 2020
SELL
$27.62 - $46.86 $1.26 Million - $2.15 Million
-45,780 Reduced 71.85%
17,936 $679,000
Q1 2020

May 12, 2020
SELL
$23.57 - $60.87 $318,265 - $821,927
-13,503 Reduced 17.49%
63,716 $1.85 Million
Q4 2019

Feb 10, 2020
BUY
$55.9 - $61.99 $3.12 Million - $3.46 Million
55,800 Added 260.52%
77,219 $4.64 Million
Q3 2019

Nov 08, 2019
BUY
$59.2 - $63.13 $4,795 - $5,113
81 Added 0.38%
21,419 $1.27 Million
Q2 2019

Jul 25, 2019
SELL
N/A
-2,239 Reduced 9.5%
21,338 $1.36 Million
Q1 2019

May 09, 2019
SELL
N/A
-11,223 Reduced 32.25%
23,577 $1.56 Million
Q4 2018

Jan 30, 2019
BUY
N/A
17,830 Added 105.07%
34,800 $2 Million
Q3 2018

Oct 09, 2018
BUY
N/A
245 Added 1.46%
16,970 $1.29 Million
Q2 2018

Jul 17, 2018
SELL
N/A
-1,070 Reduced 6.01%
16,725 $1.27 Million
Q1 2018

Apr 20, 2018
BUY
N/A
770 Added 4.52%
17,795 $1.2 Million
Q4 2017

Jan 26, 2018
SELL
N/A
-20 Reduced 0.12%
17,025 $1.23 Million
Q3 2017

Nov 02, 2017
BUY
N/A
425 Added 2.56%
17,045 $1.17 Million
Q2 2017

Aug 11, 2017
BUY
N/A
16,620
16,620 $1.08 Million

Others Institutions Holding XLE

# of Institutions
2,122
Shares Held
209M
Call Options Held
56.5M
Put Options Held
125M
View Full List

About ENERGY SECTOR SPDR

XLE Quotes by TradingView
  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
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