Center for Financial Planning’s Nucor NUE Stock Holding History

Center for Financial 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
2026 Q2	$183K	Hold	822	–	–	0.02%	178
2026 Q1	$139K	Hold	822	–	–	0.01%	199
2025 Q4	$134K	Hold	822	–	–	0.01%	200
2025 Q3	$111K	Hold	822	–	–	0.01%	219
2025 Q2	$106K	Hold	822	–	–	0.01%	212
2025 Q1	$98.9K	Hold	822	–	–	0.01%	204
2024 Q4	$95.9K	Hold	822	–	–	0.01%	199
2024 Q3	$124K	Sell	822 -4	-0.5%	-$602	0.02%	173
2024 Q2	$131K	Hold	826	–	–	0.02%	164
2024 Q1	$163K	Buy	826 +4	+0.5%	+$731	0.02%	158
2023 Q4	$143K	Buy	822 +60	+8%	+$9.51K	0.03%	154
2023 Q3	$119K	Sell	762 -60	-7%	-$9.93K	0.03%	157
2023 Q2	$135K	Hold	822	–	–	0.03%	151
2023 Q1	$127K	Hold	822	–	–	0.03%	149
2022 Q4	$108K	Hold	822	–	–	0.03%	154
2022 Q3	$88K	Hold	822	–	–	0.02%	165
2022 Q2	$86K	Hold	822	–	–	0.02%	174
2022 Q1	$122K	Hold	822	–	–	0.03%	159
2021 Q4	$94K	Buy	822 +22	+3%	+$2.4K	0.02%	179
2021 Q3	$79K	Buy	+800	New	+$85K	0.02%	178

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

Center for Financial Planning's NUE Position: Q2 2026 in Review

Center for Financial Planning held its Nucor (NUE) position steady in Q2 2026 at 822 shares worth $183K. The position accounts for 0.02% of the portfolio, ranked #178.

Center for Financial Planning first reported a position in NUE in Q3 2021 and has held it in 20 quarters since. 463 funds tracked by Wall St. Rank hold NUE as of Q2 2026.

Center for Financial Planning held 822 shares of Nucor worth $183K as of Q2 2026.
Center for Financial Planning left its Nucor share count unchanged in Q2 2026.
Nucor made up 0.02% of Center for Financial Planning's portfolio in Q2 2026, its #178 holding.
Center for Financial Planning first reported a position in Nucor in Q3 2021 and has held it in 20 quarters since.
463 funds tracked by Wall St. Rank held Nucor as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.