Nelson Capital Management, LLC Closed Holding Positions

Nelson Capital Management, LLC

  • $597 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
Mallinckrodt Pub LTD CO
Q4 2019 Filed on Feb 10, 2020
3
N/A
NVT
N Vent Electric PLC

Industrials
Q4 2019 Filed on Feb 10, 2020
5
$19.06 - $25.93 $95.3 - $130
OXY
Occidental Petroleum Corp

Energy
Q4 2019 Filed on Feb 10, 2020
930
$37.34 - $44.23 $34.7K - $41.1K
MCO
Moodys Corp

Financial Services
Q4 2019 Filed on Feb 10, 2020
100
$196.81 - $239.3 $19.7K - $23.9K
KEYS
Keysight Technologies, Inc.

Technology
Q4 2019 Filed on Feb 10, 2020
183
$91.42 - $109.08 $16.7K - $20K
IYK
Ishares U.S. Consumer Staples

ETFs
Q4 2019 Filed on Feb 10, 2020
240
$123.25 - $133.8 $29.6K - $32.1K
IYH
Ishares Tr

ETFs
Q4 2019 Filed on Feb 10, 2020
235
$184.36 - $217.02 $43.3K - $51K
WEC
Wec Energy Group, Inc.

Utilities
Q4 2019 Filed on Feb 10, 2020
150
$87.14 - $96.08 $13.1K - $14.4K
Vodafone Group Plc Sp Adr
Q4 2019 Filed on Feb 10, 2020
249
N/A
IRBT
Irobot Corp

Consumer Cyclical
Q4 2019 Filed on Feb 10, 2020
651
$43.56 - $59.88 $28.4K - $39K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
Q4 2019 Filed on Feb 10, 2020
18
$387.35 - $449.89 $6.97K - $8.1K
IP
International Paper CO

Consumer Cyclical
Q4 2019 Filed on Feb 10, 2020
348
$36.39 - $44.91 $12.7K - $15.6K
NEE
Nextera Energy Inc

Utilities
Q4 2019 Filed on Feb 10, 2020
140
$55.52 - $60.68 $7.77K - $8.5K
Immunosyn Corp
Q4 2019 Filed on Feb 10, 2020
1,000
N/A
ADM
Archer Daniels Midland CO

Consumer Defensive
Q4 2019 Filed on Feb 10, 2020
735
$38.4 - $46.35 $28.2K - $34.1K
BCE
Bce Inc

Communication Services
Q4 2019 Filed on Feb 10, 2020
100
$46.11 - $49.09 $4.61K - $4.91K
0HVP.L
Lumen Technologies, Inc.

Telecommunication
Q4 2019 Filed on Feb 10, 2020
223
N/A
LMT
Lockheed Martin Corp

Industrials
Q4 2019 Filed on Feb 10, 2020
250
$370.73 - $394.24 $92.7K - $98.6K
TOELY
Tokyo Electron LTD Unsponsored

Technology
Q4 2019 Filed on Feb 10, 2020
400
$31.76 - $38.1 $12.7K - $15.2K
MRO
Marathon Oil Corp

Energy
Q4 2019 Filed on Feb 10, 2020
678
$11.09 - $13.69 $7.52K - $9.28K
Heineken N.V.
Q4 2019 Filed on Feb 10, 2020
375
N/A
AAL
American Airlines Group Inc.

Industrials
Q4 2019 Filed on Feb 10, 2020
76
$25.27 - $31.36 $1.92K - $2.38K
AZN
Astrazeneca PLC

Healthcare
Q4 2019 Filed on Feb 10, 2020
42
$42.46 - $50.46 $1.78K - $2.12K
BAX
Baxter International Inc

Healthcare
Q4 2019 Filed on Feb 10, 2020
18
$76.7 - $88.45 $1.38K - $1.59K
MS
Morgan Stanley

Financial Services
Q4 2019 Filed on Feb 10, 2020
38
$39.82 - $51.12 $1.51K - $1.94K
KHC
Kraft Heinz CO

Consumer Defensive
Q4 2019 Filed on Feb 10, 2020
100
$26.54 - $33.33 $2.65K - $3.33K
New Nadina Exploration
Q4 2019 Filed on Feb 10, 2020
307,000
N/A
Leafbuyer Technologies, Inc.
Q4 2019 Filed on Feb 10, 2020
4,335
N/A
FMC
Fmc Corp

Basic Materials
Q4 2019 Filed on Feb 10, 2020
38
$79.04 - $101.49 $3K - $3.86K
Ishares Gold Trust
Q4 2019 Filed on Feb 10, 2020
1,200
N/A
JNPR
Juniper Networks Inc

Technology
Q4 2019 Filed on Feb 10, 2020
502
$23.15 - $26.3 $11.6K - $13.2K
Stone Ridge Reinsurance Risk
Q4 2019 Filed on Feb 10, 2020
1,825
N/A
Stone Ridge Alternative Lendi
Q4 2019 Filed on Feb 10, 2020
1,636
N/A
HBAN
Huntington Bancshares Inc

Financial Services
Q4 2019 Filed on Feb 10, 2020
1,310
$13.5 - $15.6 $17.7K - $20.4K
HON
Honeywell International Inc

Industrials
Q4 2019 Filed on Feb 10, 2020
839
$158.62 - $182.01 $133K - $153K
HPE
Hewlett Packard Enterprise CO

Technology
Q4 2019 Filed on Feb 10, 2020
1,600
$13.85 - $17.46 $22.2K - $27.9K
EVRG
Evergy, Inc.

Utilities
Q4 2019 Filed on Feb 10, 2020
112
$62.14 - $66.28 $6.96K - $7.42K
Frontier Communications
Q4 2019 Filed on Feb 10, 2020
9
N/A
FTV
Fortive Corp

Technology
Q4 2019 Filed on Feb 10, 2020
200
$53.76 - $64.31 $10.8K - $12.9K
EXC
Exelon Corp

Utilities
Q4 2019 Filed on Feb 10, 2020
420
$31.26 - $34.56 $13.1K - $14.5K
FE
Firstenergy Corp

Utilities
Q4 2019 Filed on Feb 10, 2020
140
$46.03 - $48.82 $6.44K - $6.83K
General Motors
Q4 2019 Filed on Feb 10, 2020
100
N/A
General Electric CO
Q4 2019 Filed on Feb 10, 2020
6,219
N/A
GPN
Global Payments Inc

Industrials
Q4 2019 Filed on Feb 10, 2020
38
$155.13 - $183.49 $5.89K - $6.97K
IMBBY
Imperial Brands PLC

Consumer Defensive
Q4 2019 Filed on Feb 10, 2020
50
$21.48 - $24.8 $1.07K - $1.24K
IBB
Ishares Biotechnology ETF

ETFs
Q4 2019 Filed on Feb 10, 2020
300
$97.24 - $123.5 $29.2K - $37.1K
Kush Co Holdings, Inc.
Q4 2019 Filed on Feb 10, 2020
950
N/A
ETR
Entergy Corp

Utilities
Q4 2019 Filed on Feb 10, 2020
56
$114.09 - $121.56 $6.39K - $6.81K
Genitope Corp
Q4 2019 Filed on Feb 10, 2020
6,000
N/A
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