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Concord Wealth Partners’s Nucor NUE Stock Holding History

Concord Wealth Partners’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 		– Sell
-96
Closed -$15.6K – 598
2025
Q4 		$15.6K Buy
96
+1
+1% +$150 ﹤0.01% 484
2025
Q3 		$12.9K Hold
95
– – ﹤0.01% 503
2025
Q2 		$12.3K Buy
95
+1
+1% +$117 ﹤0.01% 517
2025
Q1 		$11.4K Sell
94
-23
-20% -$2.96K ﹤0.01% 494
2024
Q4 		$13.7K Sell
117
-1,717
-94% -$247K ﹤0.01% 497
2024
Q3 		$276K Sell
1,834
-3,639
-66% -$547K 0.05% 178
2024
Q2 		$865K Buy
5,473
+457
+9% +$79.4K 0.15% 108
2024
Q1 		$993K Buy
5,016
+454
+10% +$83K 0.18% 100
2023
Q4 		$794K Buy
4,562
+888
+24% +$141K 0.16% 103
2023
Q3 		$575K Buy
3,674
+3,564
+3,240% +$590K 0.12% 116
2023
Q2 		$18.1K Hold
110
– – ﹤0.01% 517
2023
Q1 		$17K Sell
110
-30
-21% -$4.77K ﹤0.01% 512
2022
Q4 		$18.4K Buy
+140
New +$19K 0.01% 539
2022
Q3 		– Sell
-328
Closed -$34K – 792
2022
Q2 		$34K Buy
328
+7
+2% +$947 0.01% 434
2022
Q1 		$48K Sell
321
-39
-11% -$4.79K 0.01% 449
2021
Q4 		$41K Buy
360
+220
+157% +$24.1K 0.01% 490
2021
Q3 		$14K Sell
140
-19
-12% -$2.02K 0.01% 428
2021
Q2 		$15K Buy
159
+146
+1,123% +$13.7K ﹤0.01% 558
2021
Q1 		$1K Buy
+13
New +$788 ﹤0.01% 937

Other funds holding NUE

State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Concord Wealth Partners's NUE Position: Q1 2026 in Review

Concord Wealth Partners sold out of Nucor (NUE) in Q1 2026, closing a stake of 96 shares — an estimated $15.6K sold.

Concord Wealth Partners first reported a position in NUE in Q1 2021 and held it in 19 quarters. The position peaked at $993K in Q1 2024. 1,370 funds tracked by Wall St. Rank hold NUE as of Q1 2026.

  • Concord Wealth Partners reported no remaining Nucor position as of Q1 2026 after selling out during the quarter.
  • Concord Wealth Partners sold 96 Nucor shares in Q1 2026, an estimated $15.6K.
  • Concord Wealth Partners first reported a position in Nucor in Q1 2021 and held it in 19 quarters.
  • Concord Wealth Partners's Nucor position peaked at $993K in Q1 2024.
  • 1,370 funds tracked by Wall St. Rank held Nucor as of Q1 2026.

Based on Concord Wealth Partners's 13F filing for Q1 2026, filed 1 May 2026.