AGP Franklin’s Nucor NUE Stock Holding History

AGP Franklin’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 Q1	$3.1M	Buy	18,348 +975	+6%	+$170K	1.55%	19
2025 Q4	$2.83M	Sell	17,373 -104	-0.6%	-$15.6K	1.33%	26
2025 Q3	$2.37M	Buy	+17,477	New	+$2.47M	1.15%	35

Other funds holding NUE

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

AGP Franklin's NUE Position: Q1 2026 in Review

AGP Franklin increased its Nucor (NUE) stake by 5.6% in Q1 2026, buying an estimated $170K and bringing the position to 18,348 shares worth $3.1M. The position accounts for 1.55% of the portfolio, ranked #19.

AGP Franklin first reported a position in NUE in Q3 2025 and has held it in 3 quarters since. 1,370 funds tracked by Wall St. Rank hold NUE as of Q1 2026.

AGP Franklin held 18,348 shares of Nucor worth $3.1M as of Q1 2026.
AGP Franklin bought 975 Nucor shares in Q1 2026, an estimated $170K.
Nucor made up 1.55% of AGP Franklin's portfolio in Q1 2026, its #19 holding.
AGP Franklin first reported a position in Nucor in Q3 2025 and has held it in 3 quarters since.
1,370 funds tracked by Wall St. Rank held Nucor as of Q1 2026.

Based on AGP Franklin's 13F filing for Q1 2026, filed 17 Apr 2026.