Nelson Capital Management, LLC Closed Holding Positions

Nelson Capital Management, LLC

  • $597 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
REAL
The Real Real, Inc.

Consumer Cyclical
Q4 2019 Filed on Feb 10, 2020
600
$16.0 - $23.75 $9.6K - $14.3K
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
XXII
22nd Century Group, Inc.

Consumer Defensive
Q4 2019 Filed on Feb 10, 2020
1,785
$0.82 - $2.24 $1.46K - $4K
CL
Colgate Palmolive CO

Consumer Defensive
Q4 2019 Filed on Feb 10, 2020
800
$65.41 - $72.07 $52.3K - $57.7K
TEN
Tenneco Inc

Consumer Cyclical
Q4 2019 Filed on Feb 10, 2020
24
$10.09 - $15.57 $242 - $374
DLTR
Dollar Tree, Inc.

Consumer Defensive
Q4 2019 Filed on Feb 10, 2020
400
$88.65 - $118.44 $35.5K - $47.4K
SCHWPRD
Schwab Charles Corp New Dp Shs
Q4 2019 Filed on Feb 10, 2020
1,800
N/A
ESS
Essex Property Trust, Inc.

Real Estate
Q4 2019 Filed on Feb 10, 2020
260
$296.19 - $332.54 $77K - $86.5K
SIEGY
Siemens Aktiengesellschaft Ads

Industrials
Q4 2019 Filed on Feb 10, 2020
400
$51.74 - $66.74 $20.7K - $26.7K
EA
Electronic Arts Inc.

Communication Services
Q4 2019 Filed on Feb 10, 2020
614
$92.53 - $108.55 $56.8K - $66.6K
EBAY
Ebay Inc

Consumer Cyclical
Q4 2019 Filed on Feb 10, 2020
200
$34.57 - $39.26 $6.91K - $7.85K
SOUHY
South32 LTD Sponsored Adr(Aust

Basic Materials
Q4 2019 Filed on Feb 10, 2020
160
$8.08 - $10.05 $1.29K - $1.61K
EMN
Eastman Chemical CO

Basic Materials
Q4 2019 Filed on Feb 10, 2020
56
$68.64 - $83.9 $3.84K - $4.7K
EOG
Eog Resources Inc

Energy
Q4 2019 Filed on Feb 10, 2020
515
$64.44 - $83.81 $33.2K - $43.2K
TRP
Tc Energy Corp

Energy
Q4 2019 Filed on Feb 10, 2020
100
$49.68 - $53.84 $4.97K - $5.38K
TEF
Telefonica S A

Communication Services
Q4 2019 Filed on Feb 10, 2020
400
$6.97 - $8.04 $2.79K - $3.22K
Du Pont (E.I.) De Nemours
Q4 2019 Filed on Feb 10, 2020
3,181
N/A
Dow Chemical
Q4 2019 Filed on Feb 10, 2020
3,744
N/A
UGI
Ugi Corp

Utilities
Q4 2019 Filed on Feb 10, 2020
1,178
$41.44 - $49.3 $48.8K - $58.1K
Usx U Steel Grp
Q4 2019 Filed on Feb 10, 2020
27
N/A
BMY
Bristol Myers Squibb CO

Healthcare
Q4 2019 Filed on Feb 10, 2020
3,028
$49.21 - $64.19 $149K - $194K
BLK
Black Rock Inc.

Financial Services
Q4 2019 Filed on Feb 10, 2020
115
$413.16 - $503.24 $47.5K - $57.9K
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
MA
Mastercard Inc

Financial Services
Q4 2019 Filed on Feb 10, 2020
291
$260.85 - $300.74 $75.9K - $87.5K
AFL
Aflac Inc

Financial Services
Q4 2019 Filed on Feb 10, 2020
1,120
$50.58 - $54.84 $56.6K - $61.4K
ALC
Alcon Inc

Healthcare
Q4 2019 Filed on Feb 10, 2020
136
$55.04 - $59.27 $7.49K - $8.06K
PNR
Pentair PLC

Industrials
Q4 2019 Filed on Feb 10, 2020
5
$35.16 - $45.97 $176 - $230
CHTR
Charter Communications, Inc.

Communication Services
Q4 2019 Filed on Feb 10, 2020
35
$405.6 - $485.73 $14.2K - $17K
MLM
Martin Marietta Materials Inc

Basic Materials
Q4 2019 Filed on Feb 10, 2020
42
$253.3 - $279.64 $10.6K - $11.7K
UHS
Universal Health Services Inc

Healthcare
Q4 2019 Filed on Feb 10, 2020
400
$137.46 - $147.11 $55K - $58.8K
VRTV
Veritiv Corp

Industrials
Q4 2019 Filed on Feb 10, 2020
2
$13.1 - $21.66 $26.2 - $43.3
CAT
Caterpillar Inc

Industrials
Q4 2019 Filed on Feb 10, 2020
566
$117.97 - $148.5 $66.8K - $84.1K
Waste Management
Q4 2019 Filed on Feb 10, 2020
100
N/A
Wells Fargo & Company Pfd
Q4 2019 Filed on Feb 10, 2020
300
N/A
COF
Capital One Financial Corp

Financial Services
Q4 2019 Filed on Feb 10, 2020
510
$84.4 - $104.37 $43K - $53.2K
Wells Fargo Pfd 5.5
Q4 2019 Filed on Feb 10, 2020
2,000
N/A
WHR
Whirlpool Corp

Consumer Cyclical
Q4 2019 Filed on Feb 10, 2020
47
$140.93 - $162.16 $6.62K - $7.62K
CVS
Cvs Health Corp

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