Beacon Harbor Wealth Advisors’s Nucor NUE Stock Holding History

Beacon Harbor Wealth Advisors’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	$203K	Buy	+1,200	New	+$209K	0.04%	68
2024 Q2	–	Sell	-1,200	Closed	-$237K	–	78
2024 Q1	$237K	Hold	1,200	–	–	0.06%	66
2023 Q4	$209K	Buy	+1,200	New	+$190K	0.06%	72
2023 Q3	–	Sell	-1,900	Closed	-$312K	–	78
2023 Q2	$312K	Hold	1,900	–	–	0.1%	54
2023 Q1	$293K	Hold	1,900	–	–	0.1%	59
2022 Q4	$250K	Buy	+1,900	New	+$258K	0.09%	69
2022 Q2	$4.08M	Buy	39,115 +37,215	+1,959%	+$5.04M	1.44%	37
2022 Q1	$282K	Hold	1,900	–	–	0.09%	62
2021 Q4	$217K	Buy	+1,900	New	+$208K	0.07%	71
2021 Q3	–	Sell	-2,400	Closed	-$230K	–	76
2021 Q2	$230K	Buy	+2,400	New	+$225K	0.08%	66

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

Beacon Harbor Wealth Advisors's NUE Position: Q1 2026 in Review

Beacon Harbor Wealth Advisors opened a new position in Nucor (NUE) in Q1 2026: 1,200 shares worth $203K. The stake represents 0.04% of the portfolio and ranks #68 among its holdings. This is a return to the name: Beacon Harbor Wealth Advisors previously reported a position in NUE as recently as Q1 2024.

Beacon Harbor Wealth Advisors first reported a position in NUE in Q2 2021 and has held it in 10 quarters since. The position peaked at $4.08M in Q2 2022. 1,371 funds tracked by Wall St. Rank hold NUE as of Q1 2026.

Beacon Harbor Wealth Advisors held 1,200 shares of Nucor worth $203K as of Q1 2026.
Nucor was a new Beacon Harbor Wealth Advisors position in Q1 2026.
Nucor made up 0.04% of Beacon Harbor Wealth Advisors's portfolio in Q1 2026, its #68 holding.
Beacon Harbor Wealth Advisors first reported a position in Nucor in Q2 2021 and has held it in 10 quarters since.
Beacon Harbor Wealth Advisors's Nucor position peaked at $4.08M in Q2 2022.
1,371 funds tracked by Wall St. Rank held Nucor as of Q1 2026.

Based on Beacon Harbor Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.