Caldwell Trust
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Caldwell Trust’s Nucor NUE Stock Holding History

Caldwell Trust’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
Q3 		$1.18M Buy
5,036
+36
+0.7% +$9K 0.09% 158
2026
Q2 		$1.11M Hold
5,000
– – 0.09% 163
2026
Q1 		$846K Hold
5,000
– – 0.08% 174
2025
Q4 		$816K Sell
5,000
-90
-2% -$13.5K 0.07% 181
2025
Q3 		$689K Hold
5,090
– – 0.06% 196
2025
Q2 		$659K Sell
5,090
-222
-4% -$25.9K 0.07% 193
2025
Q1 		$639K Buy
5,312
+60
+1% +$7.73K 0.07% 198
2024
Q4 		$613K Sell
5,252
-83
-2% -$11.9K 0.06% 197
2024
Q3 		$802K Sell
5,335
-44
-0.8% -$6.62K 0.08% 180
2024
Q2 		$850K Sell
5,379
-56
-1% -$9.7K 0.09% 169
2024
Q1 		$1.08M Sell
5,435
-65
-1% -$11.9K 0.13% 144
2023
Q4 		$957K Sell
5,500
-58
-1% -$9.2K 0.12% 145
2023
Q3 		$869K Sell
5,558
-318
-5% -$52.6K 0.12% 146
2023
Q2 		$964K Sell
5,876
-10
-0.2% -$1.46K 0.13% 141
2023
Q1 		$909K Sell
5,886
-174
-3% -$27.7K 0.13% 145
2022
Q4 		$799K Sell
6,060
-638
-10% -$86.7K 0.11% 154
2022
Q3 		$717K Buy
6,698
+352
+6% +$44.2K 0.11% 156
2022
Q2 		$663K Buy
6,346
+135
+2% +$18.3K 0.09% 167
2022
Q1 		$923K Buy
6,211
+379
+6% +$46.5K 0.11% 151
2021
Q4 		$666K Buy
5,832
+194
+3% +$21.2K 0.08% 178
2021
Q3 		$555K Buy
5,638
+652
+13% +$69.3K 0.07% 190
2021
Q2 		$478K Buy
4,986
+910
+22% +$85.1K 0.06% 195
2021
Q1 		$327K Sell
4,076
-683
-14% -$41.4K 0.05% 215
2020
Q4 		$253K Buy
4,759
+978
+26% +$50.5K 0.04% 230
2020
Q3 		$170K Sell
3,781
-2,494
-40% -$110K 0.03% 263
2020
Q2 		$260K Sell
6,275
-89
-1% -$3.6K 0.04% 219
2020
Q1 		$229K Buy
6,364
+1,127
+22% +$50K 0.04% 219
2019
Q4 		$295K Buy
+5,237
New +$286K 0.05% 225

Other funds holding NUE

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Caldwell Trust's NUE Position: Q3 2026 in Review

Caldwell Trust increased its Nucor (NUE) stake by 0.72% in Q3 2026, buying an estimated $9K and bringing the position to 5,036 shares worth $1.18M. The position accounts for 0.09% of the portfolio, ranked #158.

Caldwell Trust first reported a position in NUE in Q4 2019 and has held it in 28 quarters since. 1,029 funds tracked by Wall St. Rank hold NUE as of Q3 2026.

  • Caldwell Trust held 5,036 shares of Nucor worth $1.18M as of Q3 2026.
  • Caldwell Trust bought 36 Nucor shares in Q3 2026, an estimated $9K.
  • Nucor made up 0.09% of Caldwell Trust's portfolio in Q3 2026, its #158 holding.
  • Caldwell Trust first reported a position in Nucor in Q4 2019 and has held it in 28 quarters since.
  • 1,029 funds tracked by Wall St. Rank held Nucor as of Q3 2026.

Based on Caldwell Trust's 13F filing for Q3 2026, filed 30 Oct 2026.