Position in SPGI
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$2,451,651
-$367,927 QoQ
Shares Held
6,726
-4.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#806
of 1,991 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SPGI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Nelson Capital Management, LLC holds $2,451,651 across 1 Financial Data & Stock Exchanges name. SPGI ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
This page
|
6,726 | $2,451,651 |
All Filings in SPGI
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,451,651 | 6,363 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $2,819,578 | 6,629 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $5,160,053 | 9,874 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $4,834,003 | 9,932 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $5,188,006 | 9,839 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $4,934,667 | 9,712 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $4,795,530 | 9,629 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $4,754,454 | 9,203 | Shares | Sole | 2024-11-04 | |
| No filing history on record for this holder in this stock. | ||||||