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Burkett Financial Services’s Nucor NUE Stock Holding History

Burkett Financial Services’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 		$25K Hold
112
– – 0.01% 137
2026
Q1 		$18.9K Buy
112
+1
+0.9% +$174 0.01% 150
2025
Q4 		$18.2K Hold
111
– – 0.01% 143
2025
Q3 		$15.1K Hold
111
– – 0.01% 145
2025
Q2 		$14.4K Buy
111
+1
+0.9% +$117 0.01% 139
2025
Q1 		$13.3K Hold
110
– – 0.01% 157
2024
Q4 		$12.8K Hold
110
– – 0.01% 134
2024
Q3 		$16.5K Buy
110
+1
+0.9% +$150 0.01% 119
2024
Q2 		$17.3K Hold
109
– – 0.01% 117
2024
Q1 		$21.5K Buy
109
+1
+0.9% +$183 0.01% 116
2023
Q4 		$18.9K Buy
+108
New +$17.1K 0.01% 116

Other funds holding NUE

VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SI
Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
TSAM
Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return

Burkett Financial Services's NUE Position: Q2 2026 in Review

Burkett Financial Services held its Nucor (NUE) position steady in Q2 2026 at 112 shares worth $25K. The position accounts for 0.01% of the portfolio, ranked #137.

Burkett Financial Services first reported a position in NUE in Q4 2023 and has held it in 11 quarters since. 560 funds tracked by Wall St. Rank hold NUE as of Q2 2026.

  • Burkett Financial Services held 112 shares of Nucor worth $25K as of Q2 2026.
  • Burkett Financial Services left its Nucor share count unchanged in Q2 2026.
  • Nucor made up 0.01% of Burkett Financial Services's portfolio in Q2 2026, its #137 holding.
  • Burkett Financial Services first reported a position in Nucor in Q4 2023 and has held it in 11 quarters since.
  • 560 funds tracked by Wall St. Rank held Nucor as of Q2 2026.

Based on Burkett Financial Services's 13F filing for Q2 2026, filed 2 Jul 2026.