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Carolina Wealth Advisors’s Nucor NUE Stock Holding History

Carolina Wealth Advisors’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 		$64.4K Hold
289
– – 0.03% 106
2026
Q1 		$48.9K Hold
289
– – 0.02% 115
2025
Q4 		$47.1K Hold
289
– – 0.02% 125
2025
Q3 		$39.1K Hold
289
– – 0.02% 126
2025
Q2 		$37.4K Hold
289
– – 0.02% 102
2025
Q1 		$34.8K Hold
289
– – 0.02% 96
2024
Q4 		$33.7K Hold
289
– – 0.02% 109
2024
Q3 		$43.4K Buy
+289
New +$43.5K 0.02% 122
2024
Q2 		– Sell
-497
Closed -$98.4K – 233
2024
Q1 		$98.4K Hold
497
– – 0.05% 75
2023
Q4 		$86.5K Hold
497
– – 0.04% 90
2023
Q3 		$77.7K Sell
497
-28
-5% -$4.63K 0.04% 100
2023
Q2 		$86.1K Sell
525
-38
-7% -$5.55K 0.05% 83
2023
Q1 		$87K Sell
563
-3,649
-87% -$581K 0.05% 90
2022
Q4 		$555K Buy
4,212
+231
+6% +$31.4K 0.35% 34
2022
Q3 		$426K Buy
3,981
+326
+9% +$40.9K 0.33% 32
2022
Q2 		$382K Buy
3,655
+1,188
+48% +$161K 0.25% 37
2022
Q1 		$367K Buy
2,467
+175
+8% +$21.5K 0.23% 44
2021
Q4 		$262K Buy
2,292
+479
+26% +$52.4K 0.15% 54
2021
Q3 		$179K Sell
1,813
-372
-17% -$39.5K 0.12% 71
2021
Q2 		$210K Buy
2,185
+478
+28% +$44.7K 0.14% 52
2021
Q1 		$137K Buy
+1,707
New +$103K 0.1% 56

Other funds holding NUE

VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 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
TSAM
Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Carolina Wealth Advisors's NUE Position: Q2 2026 in Review

Carolina Wealth Advisors held its Nucor (NUE) position steady in Q2 2026 at 289 shares worth $64.4K. The position accounts for 0.03% of the portfolio, ranked #106.

Carolina Wealth Advisors first reported a position in NUE in Q1 2021 and has held it in 21 quarters since. The position peaked at $555K in Q4 2022. 247 funds tracked by Wall St. Rank hold NUE as of Q2 2026.

  • Carolina Wealth Advisors held 289 shares of Nucor worth $64.4K as of Q2 2026.
  • Carolina Wealth Advisors left its Nucor share count unchanged in Q2 2026.
  • Nucor made up 0.03% of Carolina Wealth Advisors's portfolio in Q2 2026, its #106 holding.
  • Carolina Wealth Advisors first reported a position in Nucor in Q1 2021 and has held it in 21 quarters since.
  • Carolina Wealth Advisors's Nucor position peaked at $555K in Q4 2022.
  • 247 funds tracked by Wall St. Rank held Nucor as of Q2 2026.

Based on Carolina Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.