Nelson Capital Management, LLC Closed Holding Positions

Nelson Capital Management, LLC

  • $597 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
IRM
Iron Mountain Inc

Real Estate
Q2 2022 Filed on Jul 27, 2022
86,636
$46.11 - $57.72 $3.99M - $5M
RSP
Invesco S&P 500 Equal Weight E

ETFs
Q2 2022 Filed on Jul 27, 2022
1,400
$130.84 - $158.96 $183K - $223K
DHI
Horton D R Inc

Consumer Cyclical
Q2 2022 Filed on Jul 27, 2022
47,895
$60.56 - $76.66 $2.9M - $3.67M
ILMN
Illumina, Inc.

Healthcare
Q2 2022 Filed on Jul 27, 2022
12,315
$181.58 - $368.0 $2.24M - $4.53M
Kirkland Lake Gold LTD
Q1 2022 Filed on May 02, 2022
113,047
N/A
Royal Dutch Shell PLC
Q1 2022 Filed on May 02, 2022
42,668
N/A
Bk Of America Corp
Q1 2022 Filed on May 02, 2022
150
N/A
CHWY
Chewy, Inc.

Consumer Cyclical
Q1 2022 Filed on May 02, 2022
46,215
$36.87 - $57.48 $1.7M - $2.66M
VTR
Ventas, Inc.

Real Estate
Q1 2022 Filed on May 02, 2022
71,936
$50.03 - $63.64 $3.6M - $4.58M
BA
Boeing CO

Industrials
Q4 2021 Filed on Feb 14, 2022
941
$188.19 - $233.09 $177K - $219K
DNMR
Danimer Scientific, Inc.

Basic Materials
Q3 2021 Filed on Nov 09, 2021
46,155
$13.27 - $26.55 $612K - $1.23M
GSK
Gsk PLC

Healthcare
Q2 2021 Filed on Aug 10, 2021
63,295
$36.52 - $41.46 $2.31M - $2.62M
Quidel Corp
Q2 2021 Filed on Aug 10, 2021
20,601
N/A
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
Q2 2021 Filed on Aug 10, 2021
2,225
$101.87 - $102.03 $227K - $227K
AKAM
Akamai Technologies Inc

Technology
Q2 2021 Filed on Aug 10, 2021
23,945
$102.49 - $119.08 $2.45M - $2.85M
SRCL
Stericycle Inc

Industrials
Q1 2021 Filed on May 10, 2021
36,308
$64.87 - $72.5 $2.36M - $2.63M
HRL
Hormel Foods Corp

Consumer Defensive
Q1 2021 Filed on May 10, 2021
4,904
$43.97 - $50.5 $216K - $248K
T
At&T Inc.

Communication Services
Q1 2021 Filed on May 10, 2021
135,581
$21.06 - $23.21 $2.86M - $3.15M
DHR
Danaher Corp

Healthcare
Q1 2021 Filed on May 10, 2021
1,940
$212.38 - $245.9 $412K - $477K
SNAP
Snap Inc

Communication Services
Q4 2020 Filed on Feb 17, 2021
10,133
$26.64 - $53.33 $270K - $540K
UNP
Union Pacific Corp

Industrials
Q4 2020 Filed on Feb 17, 2021
1,391
$173.37 - $209.85 $241K - $292K
LOW
Lowes Companies Inc

Consumer Cyclical
Q4 2020 Filed on Feb 17, 2021
4,638
$146.74 - $177.7 $681K - $824K
QLYS
Qualys, Inc.

Technology
Q4 2020 Filed on Feb 17, 2021
8,197
$87.85 - $125.48 $720K - $1.03M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
Q4 2020 Filed on Feb 17, 2021
6,079
$91.51 - $91.53 $556K - $556K
Td Ameritrade Hldg Corp
Q4 2020 Filed on Feb 17, 2021
49,668
N/A
IWF
Ishares Russell 1000 Gr ETF

ETFs
Q4 2020 Filed on Feb 17, 2021
976
$209.58 - $241.25 $205K - $235K
NKE
Nike, Inc.

Consumer Cyclical
Q3 2020 Filed on Nov 13, 2020
2,231
$95.65 - $127.11 $213K - $284K
GILD
Gilead Sciences, Inc.

Healthcare
Q3 2020 Filed on Nov 13, 2020
73,930
$62.1 - $78.08 $4.59M - $5.77M
ETN
Eaton Corp PLC

Industrials
Q3 2020 Filed on Nov 13, 2020
67,115
$85.64 - $105.57 $5.75M - $7.09M
EFA
Ishares Tr Msci Eafe ETF

ETFs
Q2 2020 Filed on Aug 13, 2020
17,713
$50.9 - $64.65 $902K - $1.15M
United Technologies Corp
Q1 2020 Filed on May 12, 2020
43,365
N/A
VDE
Vanguard Energy ETF

ETFs
Q1 2020 Filed on May 12, 2020
3,590
$31.29 - $82.78 $112K - $297K
AXP
American Express CO

Financial Services
Q1 2020 Filed on May 12, 2020
2,260
$68.96 - $136.93 $156K - $309K
HXL
Hexcel Corp

Industrials
Q1 2020 Filed on May 12, 2020
84,644
$29.51 - $79.89 $2.5M - $6.76M
SLB
Schlumberger Limited

Energy
Q1 2020 Filed on May 12, 2020
55,359
$12.05 - $40.82 $667K - $2.26M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
Q4 2019 Filed on Feb 10, 2020
12
$161.93 - $216.38 $1.94K - $2.6K
NOW
Service Now, Inc.

Technology
Q4 2019 Filed on Feb 10, 2020
73
$220.01 - $286.88 $16.1K - $20.9K
SA
Seabridge Gold Inc

Basic Materials
Q4 2019 Filed on Feb 10, 2020
2,500
$11.87 - $13.88 $29.7K - $34.7K
Agere Systems Inc.
Q4 2019 Filed on Feb 10, 2020
790
N/A
TSN
Tyson Foods, Inc.

Consumer Defensive
Q4 2019 Filed on Feb 10, 2020
33
$77.5 - $91.42 $2.56K - $3.02K
SBUX
Starbucks Corp

Consumer Cyclical
Q4 2019 Filed on Feb 10, 2020
1,092
$81.77 - $88.78 $89.3K - $96.9K
SMMNY
Siemens Healthineers Ag Adr(Ge

Healthcare
Q4 2019 Filed on Feb 10, 2020
59
$18.92 - $24.47 $1.12K - $1.44K
SWX
Southwest Gas Holdings, Inc.

Utilities
Q4 2019 Filed on Feb 10, 2020
500
$74.68 - $91.44 $37.3K - $45.7K
STT
State Street Corp

Financial Services
Q4 2019 Filed on Feb 10, 2020
350
$55.15 - $80.42 $19.3K - $28.1K
XLU
Utilities Sector Spdr

ETFs
Q4 2019 Filed on Feb 10, 2020
100
$61.37 - $64.82 $6.14K - $6.48K
SO
Southern CO

Utilities
Q4 2019 Filed on Feb 10, 2020
592
$60.33 - $63.86 $35.7K - $37.8K
Sumitomo Corporation
Q4 2019 Filed on Feb 10, 2020
377
N/A
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
Gold Trust ETF
Q4 2019 Filed on Feb 10, 2020
5,900
N/A
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