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 Q2	$4.03M	Sell	18,080 -268	-1%	-$60.7K	1.75%	18
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 $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 $3.37T AUM 44.26% 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

AGP Franklin's NUE Position: Q2 2026 in Review

AGP Franklin reduced its Nucor (NUE) stake by 1.5% in Q2 2026, selling an estimated $60.7K and leaving 18,080 shares worth $4.03M. The position accounts for 1.75% of the portfolio, ranked #18.

AGP Franklin first reported a position in NUE in Q3 2025 and has held it in 4 quarters since. 1,542 funds tracked by Wall St. Rank hold NUE as of Q2 2026.

AGP Franklin held 18,080 shares of Nucor worth $4.03M as of Q2 2026.
AGP Franklin sold 268 Nucor shares in Q2 2026, an estimated $60.7K.
Nucor made up 1.75% of AGP Franklin's portfolio in Q2 2026, its #18 holding.
AGP Franklin first reported a position in Nucor in Q3 2025 and has held it in 4 quarters since.
1,542 funds tracked by Wall St. Rank held Nucor as of Q2 2026.

Based on AGP Franklin's 13F filing for Q2 2026, filed 30 Jul 2026.