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Bull Street Advisors’s Nucor NUE Stock Holding History

Bull Street 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 		$1.98M Sell
11,720
-223
-2% -$38.9K 0.98% 35
2025
Q4 		$1.95M Sell
11,943
-190
-2% -$28.6K 0.91% 39
2025
Q3 		$1.64M Buy
12,133
+1,186
+11% +$168K 0.77% 41
2025
Q2 		$1.42M Buy
10,947
+1,375
+14% +$161K 0.68% 45
2025
Q1 		$1.15M Buy
9,572
+50
+0.5% +$6.44K 0.55% 53
2024
Q4 		$1.11M Buy
9,522
+120
+1% +$17.3K 0.54% 54
2024
Q3 		$1.41M Sell
9,402
-105
-1% -$15.8K 0.66% 50
2024
Q2 		$1.5M Buy
9,507
+540
+6% +$93.8K 0.73% 44
2024
Q1 		$1.77M Sell
8,967
-24
-0.3% -$4.39K 0.85% 39
2023
Q4 		$1.56M Sell
8,991
-95
-1% -$15.1K 0.79% 40
2023
Q3 		$1.42M Buy
9,086
+30
+0.3% +$4.96K 0.75% 42
2023
Q2 		$1.49M Sell
9,056
-195
-2% -$28.5K 0.76% 42
2023
Q1 		$1.43M Sell
9,251
-100
-1% -$15.9K 0.74% 43
2022
Q4 		$1.23M Hold
9,351
– – 0.64% 49
2022
Q3 		$1M Buy
9,351
+30
+0.3% +$3.76K 0.56% 54
2022
Q2 		$973K Hold
9,321
– – 0.52% 59
2022
Q1 		$1.39M Buy
9,321
+2,397
+35% +$294K 0.67% 50
2021
Q4 		$790K Sell
6,924
-395
-5% -$43.2K 0.38% 64
2021
Q3 		$721K Sell
7,319
-50
-0.7% -$5.32K 0.37% 64
2021
Q2 		$707K Sell
7,369
-100
-1% -$9.36K 0.38% 65
2021
Q1 		$600K Hold
7,469
– – 0.34% 66
2020
Q4 		$397K Hold
7,469
– – 0.24% 71
2020
Q3 		$335K Hold
7,469
– – 0.23% 71
2020
Q2 		$309K Sell
7,469
-5,685
-43% -$230K 0.24% 70
2020
Q1 		$474K Buy
13,154
+7,325
+126% +$325K 0.42% 60
2019
Q4 		$328K Buy
5,829
+150
+3% +$8.18K 0.29% 73
2019
Q3 		$289K Buy
+5,679
New +$297K 0.27% 75

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

Bull Street Advisors's NUE Position: Q1 2026 in Review

Bull Street Advisors reduced its Nucor (NUE) stake by 1.9% in Q1 2026, selling an estimated $38.9K and leaving 11,720 shares worth $1.98M. The position accounts for 0.98% of the portfolio, ranked #35.

Bull Street Advisors first reported a position in NUE in Q3 2019 and has held it in 27 quarters since. 1,371 funds tracked by Wall St. Rank hold NUE as of Q1 2026.

  • Bull Street Advisors held 11,720 shares of Nucor worth $1.98M as of Q1 2026.
  • Bull Street Advisors sold 223 Nucor shares in Q1 2026, an estimated $38.9K.
  • Nucor made up 0.98% of Bull Street Advisors's portfolio in Q1 2026, its #35 holding.
  • Bull Street Advisors first reported a position in Nucor in Q3 2019 and has held it in 27 quarters since.
  • 1,371 funds tracked by Wall St. Rank held Nucor as of Q1 2026.

Based on Bull Street Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.