BerganKDV Wealth Management’s Nucor NUE Stock Holding History

BerganKDV Wealth Management’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
2023 Q2	$3.94K	Sell	24 -58	-71%	-$8.47K	﹤0.01%	631
2023 Q1	$12.6K	Buy	82 +30	+58%	+$4.77K	﹤0.01%	569
2022 Q4	$6.79K	Buy	52 +1	+2%	+$136	﹤0.01%	628
2022 Q3	$6K	Hold	51	–	–	﹤0.01%	654
2022 Q2	$5K	Hold	51	–	–	﹤0.01%	708
2022 Q1	$8K	Hold	51	–	–	﹤0.01%	645
2021 Q4	$6K	Sell	51 -1	-2%	-$109	﹤0.01%	758
2021 Q3	$5K	Buy	52 +3	+6%	+$319	﹤0.01%	753
2021 Q2	$5K	Hold	49	–	–	﹤0.01%	705
2021 Q1	$4K	Hold	49	–	–	﹤0.01%	699
2020 Q4	$3K	Hold	49	–	–	﹤0.01%	741
2020 Q3	$2K	Hold	49	–	–	﹤0.01%	714
2020 Q2	$2K	Buy	+49	New	+$1.98K	﹤0.01%	770

Other funds holding NUE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BerganKDV Wealth Management's NUE Position: Q2 2023 in Review

BerganKDV Wealth Management reduced its Nucor (NUE) stake by 71% in Q2 2023, selling an estimated $8.47K and leaving 24 shares worth $3.94K. The position accounts for ﹤0.01% of the portfolio, ranked #631.

BerganKDV Wealth Management first reported a position in NUE in Q2 2020 and has held it in 13 quarters since. The position peaked at $12.6K in Q1 2023. 1,180 funds tracked by Wall St. Rank hold NUE as of Q2 2023.

BerganKDV Wealth Management held 24 shares of Nucor worth $3.94K as of Q2 2023.
BerganKDV Wealth Management sold 58 Nucor shares in Q2 2023, an estimated $8.47K.
Nucor made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #631 holding.
BerganKDV Wealth Management first reported a position in Nucor in Q2 2020 and has held it in 13 quarters since.
BerganKDV Wealth Management's Nucor position peaked at $12.6K in Q1 2023.
1,180 funds tracked by Wall St. Rank held Nucor as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.