Cape Investment Advisory’s Nucor NUE Stock Holding History

Cape Investment Advisory’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	$11.4K	Buy	+51	New	+$11.5K	﹤0.01%	836
2026 Q1	–	Sell	-15	Closed	-$2.45K	–	862
2025 Q4	$2.45K	Buy	+15	New	+$2.25K	﹤0.01%	1066
2025 Q3	–	Sell	-24	Closed	-$3.11K	–	1065
2025 Q2	$3.11K	Buy	24 +20	+500%	+$2.34K	﹤0.01%	855
2025 Q1	$481	Sell	4 -1	-20%	-$129	﹤0.01%	1022
2024 Q4	$584	Buy	+5	New	+$719	﹤0.01%	1007
2023 Q3	–	Sell	-101	Closed	-$16.6K	–	939
2023 Q2	$16.6K	Hold	101	–	–	0.01%	470
2023 Q1	$15.6K	Buy	+101	New	+$16.1K	0.01%	464

Other funds holding NUE

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

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 Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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 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

MWA

Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return

FMII

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return

Cape Investment Advisory's NUE Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Nucor (NUE) in Q2 2026: 51 shares worth $11.4K. The stake represents ﹤0.01% of the portfolio and ranks #836 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in NUE as recently as Q4 2025.

Cape Investment Advisory first reported a position in NUE in Q1 2023 and has held it in 7 quarters since. The position peaked at $16.6K in Q2 2023. 463 funds tracked by Wall St. Rank hold NUE as of Q2 2026.

Cape Investment Advisory held 51 shares of Nucor worth $11.4K as of Q2 2026.
Nucor was a new Cape Investment Advisory position in Q2 2026.
Nucor made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #836 holding.
Cape Investment Advisory first reported a position in Nucor in Q1 2023 and has held it in 7 quarters since.
Cape Investment Advisory's Nucor position peaked at $16.6K in Q2 2023.
463 funds tracked by Wall St. Rank held Nucor as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.