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Calton & Associates’s Nucor NUE Stock Holding History

Calton & Associates’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 		$279K Sell
1,251
-787
-39% -$178K 0.04% 328
2026
Q1 		$345K Hold
2,038
– – 0.05% 296
2025
Q4 		$332K Buy
2,038
+16
+0.8% +$2.4K 0.05% 301
2025
Q3 		$274K Buy
2,022
+3
+0.1% +$425 0.04% 340
2025
Q2 		$262K Sell
2,019
-6,711
-77% -$784K 0.05% 309
2025
Q1 		$1.05M Buy
+8,730
New +$1.12M 0.24% 86
2023
Q1 		– Sell
-1,853
Closed -$244K – 272
2022
Q4 		$244K Buy
+1,853
New +$252K 0.09% 230
2022
Q2 		– Sell
-5,929
Closed -$881K – 319
2022
Q1 		$881K Buy
5,929
+3,895
+191% +$478K 0.26% 103
2021
Q4 		$232K Buy
+2,034
New +$222K 0.06% 319
2021
Q3 		– Sell
-6,056
Closed -$583K – 427
2021
Q2 		$583K Buy
6,056
+2,504
+70% +$234K 0.11% 179
2021
Q1 		$285K Buy
+3,552
New +$215K 0.06% 293
2019
Q4 		– Sell
-4,143
Closed -$211K – 377
2019
Q3 		$211K Sell
4,143
-190
-4% -$9.92K 0.05% 306
2019
Q2 		$239K Buy
4,333
+288
+7% +$15.8K 0.07% 229
2019
Q1 		$236K Sell
4,045
-82
-2% -$4.81K 0.07% 222
2018
Q4 		$214K Sell
4,127
-114
-3% -$6.74K 0.08% 203
2018
Q3 		$269K Buy
4,241
+43
+1% +$2.75K 0.08% 213
2018
Q2 		$271K Buy
4,198
+82
+2% +$5.23K 0.08% 210
2018
Q1 		$251K Sell
4,116
-5,937
-59% -$393K 0.07% 275
2017
Q4 		$693K Buy
+10,053
New +$588K 0.17% 109

Other funds holding NUE

State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Calton & Associates's NUE Position: Q2 2026 in Review

Calton & Associates reduced its Nucor (NUE) stake by 39% in Q2 2026, selling an estimated $178K and leaving 1,251 shares worth $279K. The position accounts for 0.04% of the portfolio, ranked #328.

Calton & Associates first reported a position in NUE in Q4 2017 and has held it in 19 quarters since. The position peaked at $1.05M in Q1 2025. 1,549 funds tracked by Wall St. Rank hold NUE as of Q2 2026.

  • Calton & Associates held 1,251 shares of Nucor worth $279K as of Q2 2026.
  • Calton & Associates sold 787 Nucor shares in Q2 2026, an estimated $178K.
  • Nucor made up 0.04% of Calton & Associates's portfolio in Q2 2026, its #328 holding.
  • Calton & Associates first reported a position in Nucor in Q4 2017 and has held it in 19 quarters since.
  • Calton & Associates's Nucor position peaked at $1.05M in Q1 2025.
  • 1,549 funds tracked by Wall St. Rank held Nucor as of Q2 2026.

Based on Calton & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.