Nelson Capital Management’s iShares Global Clean Energy ETF ICLN Stock Holding History

Nelson Capital Management’s Portfolio ICLN Stock Details ICLN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$350K	Hold	17,075	–	–	0.04%	100
2026 Q1	$312K	Hold	17,075	–	–	0.04%	100
2025 Q4	$281K	Buy	17,075 +585	+4%	+$9.75K	0.03%	101
2025 Q3	$255K	Hold	16,490	–	–	0.03%	102
2025 Q2	$216K	Hold	16,490	–	–	0.03%	100
2025 Q1	$188K	Hold	16,490	–	–	0.03%	100
2024 Q4	$188K	Hold	16,490	–	–	0.03%	107
2024 Q3	$242K	Hold	16,490	–	–	0.04%	99
2024 Q2	$220K	Buy	+16,490	New	+$231K	0.04%	98

Other funds holding ICLN

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

TCM

Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

PWM

Parkway Wealth Management Plano, Texas $866M AUM

Nelson Capital Management's ICLN Position: Q2 2026 in Review

Nelson Capital Management held its iShares Global Clean Energy ETF (ICLN) position steady in Q2 2026 at 17,075 shares worth $350K. The position accounts for 0.04% of the portfolio, ranked #100.

Nelson Capital Management first reported a position in ICLN in Q2 2024 and has held it in 9 quarters since. 471 funds tracked by Wall St. Rank hold ICLN as of Q2 2026.

Nelson Capital Management held 17,075 shares of iShares Global Clean Energy ETF worth $350K as of Q2 2026.
Nelson Capital Management left its iShares Global Clean Energy ETF share count unchanged in Q2 2026.
iShares Global Clean Energy ETF made up 0.04% of Nelson Capital Management's portfolio in Q2 2026, its #100 holding.
Nelson Capital Management first reported a position in iShares Global Clean Energy ETF in Q2 2024 and has held it in 9 quarters since.
471 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2026.

Based on Nelson Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.