Avantax Planning Partners’s Nucor NUE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $343K | Hold |
2,030
| – | – | 0.01% | 331 |
|
|
2025
Q4 | $331K | Buy |
2,030
+1
| +0% | +$150 | 0.01% | 338 |
|
|
2025
Q3 | $275K | Buy |
2,029
+30
| +2% | +$4.25K | 0.01% | 369 |
|
|
2025
Q2 | $259K | Sell |
1,999
-23
| -1% | -$2.69K | 0.01% | 380 |
|
|
2025
Q1 | $243K | Sell |
2,022
-50
| -2% | -$6.44K | 0.01% | 374 |
|
|
2024
Q4 | $242K | Hold |
2,072
| – | – | 0.01% | 375 |
|
|
2024
Q3 | $312K | Sell |
2,072
-34
| -2% | -$5.12K | 0.01% | 325 |
|
|
2024
Q2 | $333K | Hold |
2,106
| – | – | 0.01% | 344 |
|
|
2024
Q1 | $417K | Sell |
2,106
-618
| -23% | -$113K | 0.01% | 310 |
|
|
2023
Q4 | $474K | Sell |
2,724
-33
| -1% | -$5.23K | 0.02% | 243 |
|
|
2023
Q3 | $431K | Buy |
2,757
+75
| +3% | +$12.4K | 0.02% | 243 |
|
|
2023
Q2 | $440K | Buy |
2,682
+83
| +3% | +$12.1K | 0.02% | 246 |
|
|
2023
Q1 | $401K | Sell |
2,599
-261
| -9% | -$41.5K | 0.02% | 255 |
|
|
2022
Q4 | $377K | Buy |
2,860
+105
| +4% | +$14.3K | 0.02% | 266 |
|
|
2022
Q3 | $295K | Sell |
2,755
-240
| -8% | -$30.1K | 0.01% | 284 |
|
|
2022
Q2 | $313K | Sell |
2,995
-534
| -15% | -$72.3K | 0.01% | 268 |
|
|
2022
Q1 | $525K | Sell |
3,529
-21
| -0.6% | -$2.58K | 0.02% | 222 |
|
|
2021
Q4 | $405K | Buy |
3,550
+442
| +14% | +$48.3K | 0.02% | 235 |
|
|
2021
Q3 | $306K | Sell |
3,108
-202
| -6% | -$21.5K | 0.01% | 249 |
|
|
2021
Q2 | $317K | Buy |
3,310
+132
| +4% | +$12.3K | 0.01% | 251 |
|
|
2021
Q1 | $255K | Sell |
3,178
-927
| -23% | -$56.2K | 0.01% | 264 |
|
|
2020
Q4 | $218K | Sell |
4,105
-666
| -14% | -$34.4K | 0.01% | 265 |
|
|
2020
Q3 | $214K | Buy |
+4,771
| New | +$211K | 0.01% | 271 |
|
|
2020
Q1 | – | Sell |
-4,071
| Closed | -$229K | – | 298 |
|
|
2019
Q4 | $229K | Sell |
4,071
-540
| -12% | -$29.5K | 0.01% | 270 |
|
|
2019
Q3 | $235K | Buy |
4,611
+1
| +0% | +$52 | 0.01% | 271 |
|
|
2019
Q2 | $251K | Buy |
4,610
+1
| +0% | +$55 | 0.02% | 258 |
|
|
2019
Q1 | $269K | Hold |
4,609
| – | – | 0.02% | 243 |
|
|
2018
Q4 | $239K | Buy |
4,609
+2,639
| +134% | +$156K | 0.02% | 232 |
|
|
2018
Q3 | $125K | Buy |
+1,970
| New | +$126K | 0.01% | 303 |
|
|
2018
Q2 | – | Sell |
-5,031
| Closed | -$307K | – | 1051 |
|
|
2018
Q1 | $307K | Sell |
5,031
-1,987
| -28% | -$132K | 0.03% | 226 |
|
|
2017
Q4 | $446K | Sell |
7,018
-12,476
| -64% | -$730K | 0.04% | 181 |
|
|
2017
Q3 | $1.09M | Buy |
19,494
+3,983
| +26% | +$225K | 0.09% | 110 |
|
|
2017
Q2 | $898K | Sell |
15,511
-95
| -0.6% | -$5.57K | 0.08% | 120 |
|
|
2017
Q1 | $932K | Buy |
15,606
+92
| +0.6% | +$5.62K | 0.08% | 112 |
|
|
2016
Q4 | $923K | Buy |
+15,514
| New | +$867K | 0.1% | 101 |
|
Other funds holding NUE
VCM
VPM
Avantax Planning Partners's NUE Position: Q1 2026 in Review
Avantax Planning Partners held its Nucor (NUE) position steady in Q1 2026 at 2,030 shares worth $343K. The position accounts for 0.01% of the portfolio, ranked #331.
Avantax Planning Partners first reported a position in NUE in Q4 2016 and has held it in 35 quarters since. The position peaked at $1.09M in Q3 2017. 1,371 funds tracked by Wall St. Rank hold NUE as of Q1 2026.
- Avantax Planning Partners held 2,030 shares of Nucor worth $343K as of Q1 2026.
- Avantax Planning Partners left its Nucor share count unchanged in Q1 2026.
- Nucor made up 0.01% of Avantax Planning Partners's portfolio in Q1 2026, its #331 holding.
- Avantax Planning Partners first reported a position in Nucor in Q4 2016 and has held it in 35 quarters since.
- Avantax Planning Partners's Nucor position peaked at $1.09M in Q3 2017.
- 1,371 funds tracked by Wall St. Rank held Nucor as of Q1 2026.
Based on Avantax Planning Partners's 13F filing for Q1 2026, filed 4 May 2026.