BFA
NUE icon

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
Q2 		$1.56M Buy
6,995
+8
+0.1% +$1.81K 0.31% 76
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 $146B AUM 55.73% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Beacon Financial Advisory's NUE Position: Q2 2026 in Review

Beacon Financial Advisory increased its Nucor (NUE) stake by 0.11% in Q2 2026, buying an estimated $1.81K and bringing the position to 6,995 shares worth $1.56M. The position accounts for 0.31% of the portfolio, ranked #76.

Beacon Financial Advisory first reported a position in NUE in Q4 2019 and has held it in 23 quarters since. 1,544 funds tracked by Wall St. Rank hold NUE as of Q2 2026.

  • Beacon Financial Advisory held 6,995 shares of Nucor worth $1.56M as of Q2 2026.
  • Beacon Financial Advisory bought 8 Nucor shares in Q2 2026, an estimated $1.81K.
  • Nucor made up 0.31% of Beacon Financial Advisory's portfolio in Q2 2026, its #76 holding.
  • Beacon Financial Advisory first reported a position in Nucor in Q4 2019 and has held it in 23 quarters since.
  • 1,544 funds tracked by Wall St. Rank held Nucor as of Q2 2026.

Based on Beacon Financial Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.