Capital Wealth Planning’s Nucor NUE Stock Holding History

Capital Wealth Planning’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
2024 Q2	–	Sell	-7,195	Closed	-$1.42M	–	142
2024 Q1	$1.42M	Buy	7,195 +4,385	+156%	+$801K	0.02%	77
2023 Q4	$489K	Sell	2,810 -145	-5%	-$23K	0.01%	110
2023 Q3	$462K	Sell	2,955 -800	-21%	-$132K	0.01%	110
2023 Q2	$616K	Sell	3,755 -1,859,580	-100%	-$272M	0.01%	76
2023 Q1	$288M	Buy	1,863,335 +883,121	+90%	+$140M	3.89%	13
2022 Q4	$129M	Buy	+980,214	New	+$133M	1.89%	21
2020 Q1	–	Sell	-4,683	Closed	-$264K	–	261
2019 Q4	$264K	Hold	4,683	–	–	0.02%	163
2019 Q3	$247K	Sell	4,683 -388,887	-99%	-$20.3M	0.02%	219
2019 Q2	$21.7M	Buy	393,570 +385,440	+4,741%	+$21.2M	1.57%	24
2019 Q1	$474K	Buy	+8,130	New	+$477K	0.31%	44

Other funds holding NUE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capital Wealth Planning's NUE Position: Q2 2024 in Review

Capital Wealth Planning sold out of Nucor (NUE) in Q2 2024, closing a stake of 7,195 shares — an estimated $1.42M sold.

Capital Wealth Planning first reported a position in NUE in Q1 2019 and held it in 10 quarters. The position peaked at $288M in Q1 2023. 1,232 funds tracked by Wall St. Rank hold NUE as of Q2 2024.

Capital Wealth Planning reported no remaining Nucor position as of Q2 2024 after selling out during the quarter.
Capital Wealth Planning sold 7,195 Nucor shares in Q2 2024, an estimated $1.42M.
Capital Wealth Planning first reported a position in Nucor in Q1 2019 and held it in 10 quarters.
Capital Wealth Planning's Nucor position peaked at $288M in Q1 2023.
1,232 funds tracked by Wall St. Rank held Nucor as of Q2 2024.

Based on Capital Wealth Planning's 13F filing for Q2 2024, filed 9 Aug 2024.