Avidian Wealth Enterprises’s Nucor NUE Stock Holding History

Avidian Wealth Enterprises’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 Q2	$313K	Sell	1,406 -73	-5%	-$16.5K	0.01%	587
2026 Q1	$250K	Sell	1,479 -142	-9%	-$24.7K	0.01%	585
2025 Q4	$264K	Buy	+1,621	New	+$244K	0.01%	497
2025 Q3	–	Sell	-1,749	Closed	-$227K	–	597
2025 Q2	$227K	Sell	1,749 -296	-14%	-$34.6K	0.01%	496
2025 Q1	$246K	Buy	+2,045	New	+$263K	0.01%	459
2021 Q3	–	Sell	-10,340	Closed	-$992K	–	413
2021 Q2	$992K	Buy	10,340 +691	+7%	+$64.6K	0.08%	132
2021 Q1	$775K	Buy	9,649 +71	+0.7%	+$4.3K	0.07%	148
2020 Q4	$509K	Buy	9,578 +78	+0.8%	+$4.03K	0.05%	182
2020 Q3	$426K	Buy	+9,500	New	+$421K	0.05%	177

Other funds holding NUE

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

TSAM

Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

GWI

Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return

MWA

Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return

FMII

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return

Avidian Wealth Enterprises's NUE Position: Q2 2026 in Review

Avidian Wealth Enterprises reduced its Nucor (NUE) stake by 4.9% in Q2 2026, selling an estimated $16.5K and leaving 1,406 shares worth $313K. The position accounts for 0.01% of the portfolio, ranked #587.

Avidian Wealth Enterprises first reported a position in NUE in Q3 2020 and has held it in 9 quarters since. The position peaked at $992K in Q2 2021. 508 funds tracked by Wall St. Rank hold NUE as of Q2 2026.

Avidian Wealth Enterprises held 1,406 shares of Nucor worth $313K as of Q2 2026.
Avidian Wealth Enterprises sold 73 Nucor shares in Q2 2026, an estimated $16.5K.
Nucor made up 0.01% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #587 holding.
Avidian Wealth Enterprises first reported a position in Nucor in Q3 2020 and has held it in 9 quarters since.
Avidian Wealth Enterprises's Nucor position peaked at $992K in Q2 2021.
508 funds tracked by Wall St. Rank held Nucor as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.