Nelson Capital Management, LLC

Position in XYL — Xylem Inc.

CIK 1512611 MENLO PARK, CA

Position in XYL

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$2,385,004

-$4,159 QoQ

Shares Held

20,176

+0.9% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

0.41%

of 13F equity value

Holder Rank

#406

of 1,089 holders

Holding Since

Mar 2021

22 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Nelson Capital Management, LLC holds $6,616,525 across 4 Specialty Industrial Machinery names. XYL ranks #2 (36.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EMR	Emerson Electric Co	24,295	$3,477,829
2	XYL	Xylem Inc. This page	20,176	$2,385,004
3	ETN	Eaton Corp plc	885	$377,116
4	PH	Parker-Hannifin Corp	385	$376,576

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,385,004	20,176	+0.9%	Shares	Sole	2026-07-24
2026-03-31	$2,389,163	19,993	-0.9%	Shares	Sole	2026-05-07
2025-12-31	$2,747,840	20,178	-1.3%	Shares	Sole	2026-02-10
2025-09-30	$3,014,310	20,436	-0.4%	Shares	Sole	2025-11-13
2025-06-30	$2,653,044	20,509	+0.2%	Shares	Sole	2025-07-23
2025-03-31	$2,444,032	20,459	+0.8%	Shares	Sole	2025-05-06
2024-12-31	$2,355,902	20,306	-1.5%	Shares	Sole	2025-02-05
2024-09-30	$2,783,373	20,613	-0.8%	Shares	Sole	2024-11-04
2024-06-30	$2,817,713	20,775	-2.9%	Shares	Sole	2024-08-08
2024-03-31	$2,766,382	21,405	-2.6%	Shares	Sole	2024-05-07
2023-12-31	$2,514,318	21,986	-2.1%	Shares	Sole	2024-01-26
2023-09-30	$2,043,987	22,454	-2.5%	Shares	Sole	2023-11-14
2023-06-30	$2,594,426	23,037	-3.7%	Shares	Sole	2023-08-10
2023-03-31	$2,504,528	23,921	-3.2%	Shares	Sole	2023-05-09
2022-12-31	$2,733,511	24,722	-1.0%	Shares	Sole	2023-02-03
2022-09-30	$2,180,767	24,963	+17.6%	Shares	Sole	2022-11-03
2022-06-30	$1,659,448	21,226	-51.4%	Shares	Sole	2022-07-27
2022-03-31	$3,726,203	43,704	+64.3%	Shares	Sole	2022-05-02
2021-12-31	$3,190,471	26,605	+2.4%	Shares	Sole	2022-02-14
2021-09-30	$3,212,959	25,978	+1.8%	Shares	Sole	2021-11-09
2021-06-30	$3,060,539	25,513	+3.2%	Shares	Sole	2021-08-10
2021-03-31	$2,600,470	24,724	—	Shares	Sole	2021-05-10
No filing history on record for this holder in this stock.