Confluence Wealth Services’s Nucor NUE Stock Holding History

Confluence Wealth Services’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	$2.63M	Buy	11,789 +50	+0.4%	+$11.3K	0.08%	115
2026 Q1	$1.99M	Sell	11,739 -50	-0.4%	-$8.71K	0.08%	117
2025 Q4	$1.92M	Buy	11,789 +317	+3%	+$47.6K	0.08%	112
2025 Q3	$1.55M	Hold	11,472	–	–	0.08%	128
2025 Q2	$1.49M	Hold	11,472	–	–	0.08%	122
2025 Q1	$1.28M	Sell	11,472 -430	-4%	-$55.4K	0.08%	123
2024 Q4	$1.45M	Hold	11,902	–	–	0.09%	108
2024 Q3	$1.79M	Hold	11,902	–	–	0.13%	85
2024 Q2	$1.88M	Hold	11,902	–	–	0.15%	81
2024 Q1	$2.36M	Hold	11,902	–	–	0.21%	64
2023 Q4	$2.07M	Hold	11,902	–	–	0.23%	63
2023 Q3	$1.86M	Hold	11,902	–	–	0.37%	53
2023 Q2	$1.95M	Sell	11,902 -132	-1%	-$19.3K	0.41%	51
2023 Q1	$1.86M	Sell	12,034 -66	-0.5%	-$10.5K	0.43%	48
2022 Q4	$1.59M	Sell	12,100 -338	-3%	-$45.9K	0.41%	52
2022 Q3	$1.33M	Hold	12,438	–	–	0.56%	44
2022 Q2	$1.76M	Hold	12,438	–	–	0.78%	31
2022 Q1	$1.85M	Hold	12,438	–	–	0.67%	35
2021 Q4	$1.42M	Buy	+12,438	New	+$1.36M	0.46%	50

Other funds holding NUE

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Confluence Wealth Services's NUE Position: Q2 2026 in Review

Confluence Wealth Services increased its Nucor (NUE) stake by 0.43% in Q2 2026, buying an estimated $11.3K and bringing the position to 11,789 shares worth $2.63M. The position accounts for 0.08% of the portfolio, ranked #115.

Confluence Wealth Services first reported a position in NUE in Q4 2021 and has held it in 19 quarters since. 1,536 funds tracked by Wall St. Rank hold NUE as of Q2 2026.

Confluence Wealth Services held 11,789 shares of Nucor worth $2.63M as of Q2 2026.
Confluence Wealth Services bought 50 Nucor shares in Q2 2026, an estimated $11.3K.
Nucor made up 0.08% of Confluence Wealth Services's portfolio in Q2 2026, its #115 holding.
Confluence Wealth Services first reported a position in Nucor in Q4 2021 and has held it in 19 quarters since.
1,536 funds tracked by Wall St. Rank held Nucor as of Q2 2026.

Based on Confluence Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.