Adams Natural Resources Fund’s Nucor NUE Stock Holding History

Adams Natural Resources Fund’s Portfolio NUE Stock Details NUE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$9.6M	Sell	43,100 -8,900	-17%	-$2.01M	1.26%	22
2026 Q1	$8.79M	Hold	52,000	–	–	1.02%	22
2025 Q4	$8.48M	Sell	52,000 -2,000	-4%	-$301K	1.29%	21
2025 Q3	$7.31M	Buy	54,000 +31,400	+139%	+$4.44M	1.11%	22
2025 Q2	$2.93M	Sell	22,600 -155,400	-87%	-$18.2M	0.46%	37
2025 Q1	$17.7M	Buy	178,000 +155,400	+688%	+$20M	2.6%	10
2024 Q4	$2.64M	Hold	22,600	–	–	0.42%	38
2024 Q3	$3.4M	Hold	22,600	–	–	0.5%	35
2024 Q2	$3.57M	Hold	22,600	–	–	0.52%	33
2024 Q1	$4.47M	Sell	22,600 -1,600	-7%	-$292K	0.63%	31
2023 Q4	$4.21M	Buy	24,200 +2,000	+9%	+$317K	0.67%	32
2023 Q3	$3.47M	Hold	22,200	–	–	0.52%	35
2023 Q2	$3.64M	Sell	22,200 -17,800	-45%	-$2.6M	0.59%	34
2023 Q1	$6.18M	Hold	40,000	–	–	0.99%	21
2022 Q4	$5.27M	Buy	40,000 +18,900	+90%	+$2.57M	0.81%	24
2022 Q3	$2.26M	Hold	21,100	–	–	0.41%	35
2022 Q2	$2.2M	Hold	21,100	–	–	0.4%	37
2022 Q1	$3.14M	Hold	21,100	–	–	0.53%	34
2021 Q4	$2.41M	Hold	21,100	–	–	0.52%	38
2021 Q3	$2.08M	Hold	21,100	–	–	0.48%	38
2021 Q2	$2.02M	Sell	21,100 -2,300	-10%	-$215K	0.46%	36
2021 Q1	$1.88M	Hold	23,400	–	–	0.46%	39
2020 Q4	$1.25M	Hold	23,400	–	–	0.38%	45
2020 Q3	$1.05M	Sell	23,400 -49,300	-68%	-$2.18M	0.38%	45
2020 Q2	$3.01M	Hold	72,700	–	–	0.78%	32
2020 Q1	$2.62M	Buy	72,700 +42,200	+138%	+$1.87M	0.88%	24
2019 Q4	$1.72M	Sell	30,500 -42,500	-58%	-$2.32M	0.31%	44
2019 Q3	$3.72M	Hold	73,000	–	–	0.67%	31
2019 Q2	$4.02M	Sell	73,000 -17,500	-19%	-$962K	0.69%	33
2019 Q1	$5.28M	Buy	90,500 +51,900	+134%	+$3.04M	0.89%	28
2018 Q4	$2M	Sell	38,600 -5,300	-12%	-$313K	0.38%	43
2018 Q3	$2.79M	Buy	43,900 +19,300	+78%	+$1.24M	0.41%	44
2018 Q2	$1.54M	Hold	24,600	–	–	0.23%	52
2018 Q1	$1.5M	Buy	+24,600	New	+$1.63M	0.24%	51

Other funds holding NUE

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

TSAM

Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

GWI

Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return

FMII

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

ADEF

Adams Diversified Equity Fund Baltimore, Maryland $3.27B AUM 45.57% 1-Year Est. Return

FFM

Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return

Adams Natural Resources Fund's NUE Position: Q2 2026 in Review

Adams Natural Resources Fund reduced its Nucor (NUE) stake by 17% in Q2 2026, selling an estimated $2.01M and leaving 43,100 shares worth $9.6M. The position accounts for 1.26% of the portfolio, ranked #22.

Adams Natural Resources Fund first reported a position in NUE in Q1 2018 and has held it in 34 quarters since. The position peaked at $17.7M in Q1 2025. 371 funds tracked by Wall St. Rank hold NUE as of Q2 2026.

Adams Natural Resources Fund held 43,100 shares of Nucor worth $9.6M as of Q2 2026.
Adams Natural Resources Fund sold 8,900 Nucor shares in Q2 2026, an estimated $2.01M.
Nucor made up 1.26% of Adams Natural Resources Fund's portfolio in Q2 2026, its #22 holding.
Adams Natural Resources Fund first reported a position in Nucor in Q1 2018 and has held it in 34 quarters since.
Adams Natural Resources Fund's Nucor position peaked at $17.7M in Q1 2025.
371 funds tracked by Wall St. Rank held Nucor as of Q2 2026.

Based on Adams Natural Resources Fund's 13F filing for Q2 2026, filed 22 Jul 2026.