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Avantax Advisory Services’s Nucor NUE Stock Holding History

Avantax Advisory Services’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
2025
Q2 		$2.56M Sell
19,744
-1,041
-5% -$122K 0.01% 686
2025
Q1 		$2.5M Buy
20,785
+2,932
+16% +$378K 0.02% 656
2024
Q4 		$2.08M Sell
17,853
-2,796
-14% -$402K 0.01% 695
2024
Q3 		$3.1M Sell
20,649
-1,694
-8% -$255K 0.02% 532
2024
Q2 		$3.53M Buy
22,343
+6,653
+42% +$1.16M 0.03% 479
2024
Q1 		$3.11M Sell
15,690
-1,414
-8% -$258K 0.03% 421
2023
Q4 		$2.98M Buy
17,104
+649
+4% +$103K 0.03% 403
2023
Q3 		$2.57M Buy
16,455
+190
+1% +$31.4K 0.03% 391
2023
Q2 		$2.67M Sell
16,265
-849
-5% -$124K 0.03% 378
2023
Q1 		$2.64M Sell
17,114
-416
-2% -$66.2K 0.03% 364
2022
Q4 		$2.31M Sell
17,530
-275
-2% -$37.4K 0.03% 377
2022
Q3 		$1.91M Buy
17,805
+1,694
+11% +$213K 0.03% 388
2022
Q2 		$1.68M Buy
16,111
+2,564
+19% +$347K 0.03% 416
2022
Q1 		$2.01M Buy
13,547
+1,231
+10% +$151K 0.03% 374
2021
Q4 		$1.41M Buy
12,316
+3,318
+37% +$363K 0.02% 436
2021
Q3 		$889K Buy
8,998
+1,491
+20% +$159K 0.01% 526
2021
Q2 		$725K Buy
7,507
+3,188
+74% +$298K 0.01% 563
2021
Q1 		$345K Buy
4,319
+521
+14% +$31.6K 0.01% 751
2020
Q4 		$202K Sell
3,798
-5,761
-60% -$298K ﹤0.01% 880
2020
Q3 		$428K Buy
+9,559
New +$423K 0.01% 856

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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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

Avantax Advisory Services's NUE Position: Q2 2025 in Review

Avantax Advisory Services reduced its Nucor (NUE) stake by 5% in Q2 2025, selling an estimated $122K and leaving 19,744 shares worth $2.56M. The position accounts for 0.01% of the portfolio, ranked #686.

Avantax Advisory Services first reported a position in NUE in Q3 2020 and has held it in 20 quarters since. The position peaked at $3.53M in Q2 2024. 1,185 funds tracked by Wall St. Rank hold NUE as of Q2 2025.

  • Avantax Advisory Services held 19,744 shares of Nucor worth $2.56M as of Q2 2025.
  • Avantax Advisory Services sold 1,041 Nucor shares in Q2 2025, an estimated $122K.
  • Nucor made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #686 holding.
  • Avantax Advisory Services first reported a position in Nucor in Q3 2020 and has held it in 20 quarters since.
  • Avantax Advisory Services's Nucor position peaked at $3.53M in Q2 2024.
  • 1,185 funds tracked by Wall St. Rank held Nucor as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.