Avion Wealth’s Nucor NUE Stock Holding History

Avion Wealth’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	$65K	Buy	387 +12	+3%	+$2.09K	0.01%	187
2025 Q4	$61K	Sell	375 -194	-34%	-$29.2K	0.01%	189
2025 Q3	$77K	Buy	569 +4	+0.7%	+$566	0.02%	177
2025 Q2	$73K	Buy	565 +38	+7%	+$4.44K	0.02%	170
2025 Q1	$61K	Hold	527	–	–	0.02%	174
2024 Q4	$61K	Sell	527 -4	-0.8%	-$575	0.02%	174
2024 Q3	$79K	Sell	531 -1	-0.2%	-$150	0.02%	139
2024 Q2	$84K	Hold	532	–	–	0.02%	128
2024 Q1	$106K	Sell	532 -488	-48%	-$89.2K	0.03%	113
2023 Q4	$178K	Sell	1,020 -11	-1%	-$1.74K	0.05%	77
2023 Q3	$160K	Buy	1,031 +8	+0.8%	+$1.32K	0.05%	76
2023 Q2	$167K	Buy	1,023 +11	+1%	+$1.61K	0.04%	79
2023 Q1	$133K	Hold	1,012	–	–	0.04%	90
2022 Q4	$108K	Hold	1,012	–	–	0.03%	97
2022 Q3	$108K	Buy	1,012 +7	+0.7%	+$878	0.03%	97
2022 Q2	$105K	Buy	+1,005	New	+$136K	0.03%	89

Other funds holding NUE

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Avion Wealth's NUE Position: Q1 2026 in Review

Avion Wealth increased its Nucor (NUE) stake by 3.2% in Q1 2026, buying an estimated $2.09K and bringing the position to 387 shares worth $65K. The position accounts for 0.01% of the portfolio, ranked #187.

Avion Wealth first reported a position in NUE in Q2 2022 and has held it in 16 quarters since. The position peaked at $178K in Q4 2023. 1,372 funds tracked by Wall St. Rank hold NUE as of Q1 2026.

Avion Wealth held 387 shares of Nucor worth $65K as of Q1 2026.
Avion Wealth bought 12 Nucor shares in Q1 2026, an estimated $2.09K.
Nucor made up 0.01% of Avion Wealth's portfolio in Q1 2026, its #187 holding.
Avion Wealth first reported a position in Nucor in Q2 2022 and has held it in 16 quarters since.
Avion Wealth's Nucor position peaked at $178K in Q4 2023.
1,372 funds tracked by Wall St. Rank held Nucor as of Q1 2026.

Based on Avion Wealth's 13F filing for Q1 2026, filed 1 May 2026.