Cassaday & Co Wealth Management’s Nucor NUE Stock Holding History

Cassaday & Co Wealth Management’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 Q1	$213K	Sell	1,260 -310	-20%	-$54K	﹤0.01%	333
2025 Q4	$256K	Sell	1,570 -200	-11%	-$30.1K	0.01%	312
2025 Q3	$240K	Hold	1,770	–	–	0.01%	309
2025 Q2	$229K	Buy	+1,770	New	+$207K	0.01%	313
2024 Q2	–	Sell	-1,068	Closed	-$211K	–	310
2024 Q1	$211K	Buy	+1,068	New	+$195K	0.01%	273

Other funds holding NUE

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

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

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

Cassaday & Co Wealth Management's NUE Position: Q1 2026 in Review

Cassaday & Co Wealth Management reduced its Nucor (NUE) stake by 20% in Q1 2026, selling an estimated $54K and leaving 1,260 shares worth $213K. The position accounts for ﹤0.01% of the portfolio, ranked #333.

Cassaday & Co Wealth Management first reported a position in NUE in Q1 2024 and has held it in 5 quarters since. The position peaked at $256K in Q4 2025. 1,371 funds tracked by Wall St. Rank hold NUE as of Q1 2026.

Cassaday & Co Wealth Management held 1,260 shares of Nucor worth $213K as of Q1 2026.
Cassaday & Co Wealth Management sold 310 Nucor shares in Q1 2026, an estimated $54K.
Nucor made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q1 2026, its #333 holding.
Cassaday & Co Wealth Management first reported a position in Nucor in Q1 2024 and has held it in 5 quarters since.
Cassaday & Co Wealth Management's Nucor position peaked at $256K in Q4 2025.
1,371 funds tracked by Wall St. Rank held Nucor as of Q1 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.