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Annis Gardner Whiting Capital Advisors’s Nucor NUE Stock Holding History

Annis Gardner Whiting Capital Advisors’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 		$21.9K Buy
129
+44
+52% +$7.67K ﹤0.01% 707
2025
Q4 		$13.9K Buy
85
+39
+85% +$5.86K ﹤0.01% 711
2025
Q3 		$6.25K Buy
46
+6
+15% +$849 ﹤0.01% 763
2025
Q2 		$5.2K Hold
40
– – ﹤0.01% 841
2025
Q1 		$4.83K Hold
40
– – ﹤0.01% 625
2024
Q4 		$4.69K Sell
40
-12
-23% -$1.73K ﹤0.01% 618
2024
Q3 		$7.84K Sell
52
-3
-5% -$451 ﹤0.01% 581
2024
Q2 		$8.72K Buy
55
+23
+72% +$4K ﹤0.01% 701
2024
Q1 		$6.35K Buy
32
+3
+10% +$548 ﹤0.01% 734
2023
Q4 		$5.06K Hold
29
– – ﹤0.01% 546
2023
Q3 		$4.55K Buy
+29
New +$4.8K ﹤0.01% 540

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

Annis Gardner Whiting Capital Advisors's NUE Position: Q1 2026 in Review

Annis Gardner Whiting Capital Advisors increased its Nucor (NUE) stake by 52% in Q1 2026, buying an estimated $7.67K and bringing the position to 129 shares worth $21.9K. The position accounts for ﹤0.01% of the portfolio, ranked #707.

Annis Gardner Whiting Capital Advisors first reported a position in NUE in Q3 2023 and has held it in 11 quarters since. 1,370 funds tracked by Wall St. Rank hold NUE as of Q1 2026.

  • Annis Gardner Whiting Capital Advisors held 129 shares of Nucor worth $21.9K as of Q1 2026.
  • Annis Gardner Whiting Capital Advisors bought 44 Nucor shares in Q1 2026, an estimated $7.67K.
  • Nucor made up ﹤0.01% of Annis Gardner Whiting Capital Advisors's portfolio in Q1 2026, its #707 holding.
  • Annis Gardner Whiting Capital Advisors first reported a position in Nucor in Q3 2023 and has held it in 11 quarters since.
  • 1,370 funds tracked by Wall St. Rank held Nucor as of Q1 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q1 2026, filed 6 May 2026.