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Disclosery

Nelson Capital Management, LLC: XLE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Nelson Capital Management, LLC on XLE, newest first. How the timeline and the estimate are built.

Nelson Capital Management, LLC held 34,359 XLE shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 34,359 shares
    Change vs previous 13F -154 shares

    0.2% of the 13F portfolio, value $1,824,807.

    13F-HR 0001512611-26-000004 filed by Nelson Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 34,513 shares
    Change vs previous 13F -1,875 shares

    0.26% of the 13F portfolio, value $2,114,267.

    13F-HR 0001512611-26-000002 filed by Nelson Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 36,388 shares
    Change vs previous 13F +17,712 shares

    0.19% of the 13F portfolio, value $1,626,908.

    13F-HR 0001512611-26-000001 filed by Nelson Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 18,676 shares
    Change vs previous 13F +733 shares

    0.2% of the 13F portfolio, value $1,668,514.

    13F-HR 0001512611-25-000003 filed by Nelson Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 17,943 shares
    Change vs previous 13F +323 shares

    0.2% of the 13F portfolio, value $1,521,746.

    13F-HR 0001085146-25-004113 filed by Nelson Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 17,620 shares
    Change vs previous 13F +1,319 shares

    0.28% of the 13F portfolio, value $1,646,589.

    13F-HR 0001085146-25-002617 filed by Nelson Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 16,301 shares
    Change vs previous 13F +39 shares

    0.23% of the 13F portfolio, value $1,396,344.

    13F-HR 0001085146-25-000793 filed by Nelson Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 16,262 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $1,427,804.

    13F-HR 0001085146-24-005339 filed by Nelson Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).