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Beacon Financial Advisory’s Nucor NUE Stock Holding History

Beacon Financial Advisory’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 		$1.18M Buy
+6,987
New +$1.22M 0.27% 95
2025
Q3 		– Sell
-6,765
Closed -$876K – 387
2025
Q2 		$876K Sell
6,765
-41
-0.6% -$4.79K 0.23% 122
2025
Q1 		$819K Sell
6,806
-14
-0.2% -$1.8K 0.25% 111
2024
Q4 		$796K Buy
6,820
+519
+8% +$74.7K 0.26% 104
2024
Q3 		$947K Sell
6,301
-263
-4% -$39.6K 0.32% 85
2024
Q2 		$1.04M Buy
6,564
+599
+10% +$104K 0.39% 64
2024
Q1 		$1.18M Sell
5,965
-93
-2% -$17K 0.57% 37
2023
Q4 		$1.05M Buy
6,058
+5
+0.1% +$793 0.51% 52
2023
Q3 		$946K Buy
6,053
+253
+4% +$41.9K 0.52% 55
2023
Q2 		$951K Sell
5,800
-1,100
-16% -$161K 0.55% 54
2023
Q1 		$1.07M Buy
6,900
+200
+3% +$31.8K 0.68% 41
2022
Q4 		$883K Buy
6,700
+200
+3% +$27.2K 0.63% 46
2022
Q3 		$695K Sell
6,500
-562
-8% -$70.5K 0.5% 59
2022
Q2 		$737K Sell
7,062
-8
-0.1% -$1.08K 0.42% 76
2022
Q1 		$1.05M Buy
7,070
+301
+4% +$36.9K 0.5% 57
2021
Q4 		$773K Buy
+6,769
New +$740K 0.36% 86
2021
Q2 		– Sell
-11,015
Closed -$884K – 233
2021
Q1 		$884K Buy
11,015
+1,415
+15% +$85.8K 0.51% 68
2020
Q4 		$510K Sell
9,600
-100
-1% -$5.17K 0.33% 95
2020
Q3 		$435K Sell
9,700
-700
-7% -$31K 0.38% 90
2020
Q2 		$430K Hold
10,400
– – 0.47% 64
2020
Q1 		$374K Sell
10,400
-900
-8% -$40K 0.48% 67
2019
Q4 		$635K Buy
+11,300
New +$616K 0.54% 51

Other funds holding NUE

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Beacon Financial Advisory's NUE Position: Q1 2026 in Review

Beacon Financial Advisory opened a new position in Nucor (NUE) in Q1 2026: 6,987 shares worth $1.18M. The stake represents 0.27% of the portfolio and ranks #95 among its holdings. This is a return to the name: Beacon Financial Advisory previously reported a position in NUE as recently as Q2 2025.

Beacon Financial Advisory first reported a position in NUE in Q4 2019 and has held it in 22 quarters since. 1,371 funds tracked by Wall St. Rank hold NUE as of Q1 2026.

  • Beacon Financial Advisory held 6,987 shares of Nucor worth $1.18M as of Q1 2026.
  • Nucor was a new Beacon Financial Advisory position in Q1 2026.
  • Nucor made up 0.27% of Beacon Financial Advisory's portfolio in Q1 2026, its #95 holding.
  • Beacon Financial Advisory first reported a position in Nucor in Q4 2019 and has held it in 22 quarters since.
  • 1,371 funds tracked by Wall St. Rank held Nucor as of Q1 2026.

Based on Beacon Financial Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.