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Concurrent Investment Advisors’s Nucor NUE Stock Holding History

Concurrent Investment 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
Q1 		$1.25M Buy
7,367
+665
+10% +$116K 0.01% 794
2025
Q4 		$1.09M Buy
6,702
+910
+16% +$137K 0.01% 783
2025
Q3 		$784K Buy
5,792
+114
+2% +$16.1K 0.01% 740
2025
Q2 		$735K Buy
5,678
+1,486
+35% +$174K 0.01% 702
2025
Q1 		$504K Buy
4,192
+601
+17% +$77.4K 0.01% 749
2024
Q4 		$419K Sell
3,591
-49
-1% -$7.05K 0.01% 724
2024
Q3 		$547K Sell
3,640
-697
-16% -$105K 0.02% 596
2024
Q2 		$686K Buy
4,337
+1,965
+83% +$341K 0.02% 519
2024
Q1 		$469K Sell
2,372
-1,203
-34% -$220K 0.02% 570
2023
Q4 		$622K Buy
+3,575
New +$567K 0.03% 444

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

Concurrent Investment Advisors's NUE Position: Q1 2026 in Review

Concurrent Investment Advisors increased its Nucor (NUE) stake by 9.9% in Q1 2026, buying an estimated $116K and bringing the position to 7,367 shares worth $1.25M. The position accounts for 0.01% of the portfolio, ranked #794.

Concurrent Investment Advisors first reported a position in NUE in Q4 2023 and has held it in 10 quarters since. 1,370 funds tracked by Wall St. Rank hold NUE as of Q1 2026.

  • Concurrent Investment Advisors held 7,367 shares of Nucor worth $1.25M as of Q1 2026.
  • Concurrent Investment Advisors bought 665 Nucor shares in Q1 2026, an estimated $116K.
  • Nucor made up 0.01% of Concurrent Investment Advisors's portfolio in Q1 2026, its #794 holding.
  • Concurrent Investment Advisors first reported a position in Nucor in Q4 2023 and has held it in 10 quarters since.
  • 1,370 funds tracked by Wall St. Rank held Nucor as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.