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Allred Capital Management’s Nucor NUE Stock Holding History

Allred Capital 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
Q1 		$469K Buy
2,776
+26
+0.9% +$4.53K 0.17% 104
2025
Q4 		$449K Sell
2,750
-54
-2% -$8.12K 0.16% 109
2025
Q3 		$380K Buy
2,804
+2
+0.1% +$283 0.13% 125
2025
Q2 		$363K Sell
2,802
-297
-10% -$34.7K 0.14% 120
2025
Q1 		$373K Buy
3,099
+2
+0.1% +$258 0.15% 125
2024
Q4 		$361K Sell
3,097
-129
-4% -$18.6K 0.14% 131
2024
Q3 		$485K Sell
3,226
-17
-0.5% -$2.56K 0.19% 105
2024
Q2 		$513K Sell
3,243
-367
-10% -$63.8K 0.2% 106
2024
Q1 		$714K Buy
3,610
+2
+0.1% +$366 0.28% 83
2023
Q4 		$628K Sell
3,608
-197
-5% -$31.2K 0.27% 81
2023
Q3 		$595K Sell
3,805
-27
-0.7% -$4.47K 0.3% 74
2023
Q2 		$628K Sell
3,832
-59
-2% -$8.61K 0.31% 69
2023
Q1 		$601K Buy
3,891
+3
+0.1% +$477 0.32% 66
2022
Q4 		$513K Sell
3,888
-38
-1% -$5.16K 0.28% 74
2022
Q3 		$420K Buy
3,926
+3
+0.1% +$376 0.26% 86
2022
Q2 		$409K Sell
3,923
-247
-6% -$33.4K 0.26% 90
2022
Q1 		$619K Buy
4,170
+3
+0.1% +$368 0.33% 77
2021
Q4 		$475K Buy
4,167
+2
+0% +$219 0.23% 108
2021
Q3 		$410K Sell
4,165
-243
-6% -$25.8K 0.21% 116
2021
Q2 		$422K Buy
4,408
+98
+2% +$9.17K 0.21% 118
2021
Q1 		$346K Buy
4,310
+494
+13% +$29.9K 0.16% 135
2020
Q4 		$202K Buy
+3,816
New +$197K 0.11% 166
2020
Q1 		– Sell
-399
Closed -$22.5K – 513
2019
Q4 		$22.5K Buy
+399
New +$21.8K 0.01% 462

Other funds holding NUE

State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Allred Capital Management's NUE Position: Q1 2026 in Review

Allred Capital Management increased its Nucor (NUE) stake by 0.95% in Q1 2026, buying an estimated $4.53K and bringing the position to 2,776 shares worth $469K. The position accounts for 0.17% of the portfolio, ranked #104.

Allred Capital Management first reported a position in NUE in Q4 2019 and has held it in 23 quarters since. The position peaked at $714K in Q1 2024. 1,371 funds tracked by Wall St. Rank hold NUE as of Q1 2026.

  • Allred Capital Management held 2,776 shares of Nucor worth $469K as of Q1 2026.
  • Allred Capital Management bought 26 Nucor shares in Q1 2026, an estimated $4.53K.
  • Nucor made up 0.17% of Allred Capital Management's portfolio in Q1 2026, its #104 holding.
  • Allred Capital Management first reported a position in Nucor in Q4 2019 and has held it in 23 quarters since.
  • Allred Capital Management's Nucor position peaked at $714K in Q1 2024.
  • 1,371 funds tracked by Wall St. Rank held Nucor as of Q1 2026.

Based on Allred Capital Management's 13F filing for Q1 2026, filed 14 May 2026.