AWA
NUE icon

Arete Wealth Advisors’s Nucor NUE Stock Holding History

Arete Wealth 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
2024
Q3 		– Sell
-1,752
Closed -$278K – 789
2024
Q2 		$278K Buy
+1,752
New +$304K 0.02% 551
2023
Q2 		– Sell
-3,147
Closed -$486K – 724
2023
Q1 		$486K Buy
3,147
+1,136
+56% +$181K 0.04% 350
2022
Q4 		$265M Buy
+2,011
New +$273K 0.02% 488

Other funds holding NUE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Arete Wealth Advisors's NUE Position: Q3 2024 in Review

Arete Wealth Advisors sold out of Nucor (NUE) in Q3 2024, closing a stake of 1,752 shares — an estimated $278K sold.

Arete Wealth Advisors first reported a position in NUE in Q4 2022 and held it in 3 quarters. The position peaked at $265M in Q4 2022. 1,195 funds tracked by Wall St. Rank hold NUE as of Q3 2024.

  • Arete Wealth Advisors reported no remaining Nucor position as of Q3 2024 after selling out during the quarter.
  • Arete Wealth Advisors sold 1,752 Nucor shares in Q3 2024, an estimated $278K.
  • Arete Wealth Advisors first reported a position in Nucor in Q4 2022 and held it in 3 quarters.
  • Arete Wealth Advisors's Nucor position peaked at $265M in Q4 2022.
  • 1,195 funds tracked by Wall St. Rank held Nucor as of Q3 2024.

Based on Arete Wealth Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.