AGF Management’s Nucor NUE Stock Holding History

AGF Management’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	$85.6M	Buy	384,065 +376,892	+5,254%	+$85.3M	0.33%	90
2026 Q1	$1.21M	Buy	+7,173	New	+$1.25M	0.01%	523
2024 Q3	–	Sell	-3,004	Closed	-$475K	–	704
2024 Q2	$475K	Sell	3,004 -1,320	-31%	-$229K	﹤0.01%	636
2024 Q1	$856K	Sell	4,324 -733	-14%	-$134K	﹤0.01%	591
2023 Q4	$880K	Sell	5,057 -1,625	-24%	-$258K	0.01%	579
2023 Q3	$1.04M	Buy	6,682 +1,942	+41%	+$321K	0.01%	551
2023 Q2	$777K	Buy	4,740 +896	+23%	+$131K	0.01%	574
2023 Q1	$594K	Buy	+3,844	New	+$612K	﹤0.01%	644

Other funds holding NUE

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

AGF Management's NUE Position: Q2 2026 in Review

AGF Management increased its Nucor (NUE) stake by 5,254% in Q2 2026, buying an estimated $85.3M and bringing the position to 384,065 shares worth $85.6M. The position accounts for 0.33% of the portfolio, ranked #90.

AGF Management first reported a position in NUE in Q1 2023 and has held it in 8 quarters since. 1,549 funds tracked by Wall St. Rank hold NUE as of Q2 2026.

AGF Management held 384,065 shares of Nucor worth $85.6M as of Q2 2026.
AGF Management bought 376,892 Nucor shares in Q2 2026, an estimated $85.3M.
Nucor made up 0.33% of AGF Management's portfolio in Q2 2026, its #90 holding.
AGF Management first reported a position in Nucor in Q1 2023 and has held it in 8 quarters since.
1,549 funds tracked by Wall St. Rank held Nucor as of Q2 2026.

Based on AGF Management's 13F filing for Q2 2026, filed 10 Aug 2026.