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Cassady Schiller Wealth Management’s Nucor NUE Stock Holding History

Cassady Schiller 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
2024
Q4 		$2.22K Buy
19
+1
+6% +$144 ﹤0.01% 550
2024
Q3 		$2.71K Hold
18
– – ﹤0.01% 383
2024
Q2 		$2.85K Hold
18
– – ﹤0.01% 378
2024
Q1 		$3.56K Buy
+18
New +$3.29K ﹤0.01% 391
2022
Q1 		– Sell
-9
Closed -$1K – 433
2021
Q4 		$1K Buy
+9
New +$984 ﹤0.01% 486

Other funds holding NUE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Cassady Schiller Wealth Management's NUE Position: Q4 2024 in Review

Cassady Schiller Wealth Management increased its Nucor (NUE) stake by 5.6% in Q4 2024, buying an estimated $144 and bringing the position to 19 shares worth $2.22K. The position accounts for ﹤0.01% of the portfolio, ranked #550.

Cassady Schiller Wealth Management first reported a position in NUE in Q4 2021 and has held it in 5 quarters since. The position peaked at $3.56K in Q1 2024. 1,179 funds tracked by Wall St. Rank hold NUE as of Q4 2024.

  • Cassady Schiller Wealth Management held 19 shares of Nucor worth $2.22K as of Q4 2024.
  • Cassady Schiller Wealth Management bought 1 Nucor share in Q4 2024, an estimated $144.
  • Nucor made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #550 holding.
  • Cassady Schiller Wealth Management first reported a position in Nucor in Q4 2021 and has held it in 5 quarters since.
  • Cassady Schiller Wealth Management's Nucor position peaked at $3.56K in Q1 2024.
  • 1,179 funds tracked by Wall St. Rank held Nucor as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.