Nelson Capital Management, LLC's ownership history for XLE

Nelson Capital Management, LLC currently holds 36.4K shares with a market value of $1.6M. It started holding XLE on 2024-09-30. At its peak, it held 36.4K shares on 2025-12-31. Its highest holding value was $1.7M on 2025-09-30. At its lowest, it held 16.3K shares on 2024-09-30, with a value of $1.4M on 2024-12-31. In the recent 180 days, Nelson Capital Management, LLC has increased its shares by 18.4K. In the recent year, Nelson Capital Management, LLC has increased its shares by 20.1K.