Bleakley Financial Group’s Nucor NUE Stock Holding History

Bleakley Financial Group’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
2025 Q1	–	Sell	-3,885	Closed	-$453K	–	830
2024 Q4	$453K	Sell	3,885 -416	-10%	-$59.8K	0.01%	654
2024 Q3	$647K	Sell	4,301 -533	-11%	-$80.2K	0.02%	519
2024 Q2	$764K	Sell	4,834 -370	-7%	-$64.3K	0.02%	483
2024 Q1	$1.03M	Buy	5,204 +189	+4%	+$34.5K	0.03%	419
2023 Q4	$873K	Buy	5,015 +214	+4%	+$33.9K	0.03%	430
2023 Q3	$751K	Sell	4,801 -480	-9%	-$79.4K	0.03%	446
2023 Q2	$866K	Sell	5,281 -256	-5%	-$37.4K	0.03%	435
2023 Q1	$855K	Sell	5,537 -247	-4%	-$39.3K	0.03%	427
2022 Q4	$762K	Buy	+5,784	New	+$786K	0.03%	438

Other funds holding NUE

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

State Farm Mutual Automobile Insurance

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Dimensional Fund Advisors

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

Norges Bank Oslo, Norway $935B AUM

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