Compass Ion Advisors
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Compass Ion Advisors’s Nucor NUE Stock Holding History

Compass Ion 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
Q3 		$1.2M Sell
5,135
-140
-3% -$35K 0.1% 103
2026
Q2 		$1.17M Sell
5,275
-45
-0.8% -$10.2K 0.1% 108
2026
Q1 		$900K Sell
5,320
-14
-0.3% -$2.44K 0.09% 122
2025
Q4 		$870K Sell
5,334
-91
-2% -$13.7K 0.08% 122
2025
Q3 		$735K Buy
5,425
+5
+0.1% +$708 0.07% 141
2025
Q2 		$702K Buy
5,420
+3
+0.1% +$351 0.08% 138
2025
Q1 		$652K Sell
5,417
-352
-6% -$45.4K 0.08% 142
2024
Q4 		$673K Sell
5,769
-22
-0.4% -$3.16K 0.08% 139
2024
Q3 		$871K Buy
5,791
+178
+3% +$26.8K 0.11% 114
2024
Q2 		$1.11M Hold
5,613
– – 0.16% 80
2024
Q1 		$1.11M Sell
5,613
-16
-0.3% -$2.92K 0.16% 81
2023
Q4 		$980K Buy
5,629
+162
+3% +$25.7K 0.15% 92
2023
Q3 		$855K Buy
+5,467
New +$905K 0.15% 99

Other funds holding NUE

Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Compass Ion Advisors's NUE Position: Q3 2026 in Review

Compass Ion Advisors reduced its Nucor (NUE) stake by 2.7% in Q3 2026, selling an estimated $35K and leaving 5,135 shares worth $1.2M. The position accounts for 0.1% of the portfolio, ranked #103.

Compass Ion Advisors first reported a position in NUE in Q3 2023 and has held it in 13 quarters since. 948 funds tracked by Wall St. Rank hold NUE as of Q3 2026.

  • Compass Ion Advisors held 5,135 shares of Nucor worth $1.2M as of Q3 2026.
  • Compass Ion Advisors sold 140 Nucor shares in Q3 2026, an estimated $35K.
  • Nucor made up 0.1% of Compass Ion Advisors's portfolio in Q3 2026, its #103 holding.
  • Compass Ion Advisors first reported a position in Nucor in Q3 2023 and has held it in 13 quarters since.
  • 948 funds tracked by Wall St. Rank held Nucor as of Q3 2026.

Based on Compass Ion Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.