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Congress Wealth Management’s Nucor NUE Stock Holding History

Congress Wealth Management’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
2025
Q2 		$1.08M Buy
8,322
+1,942
+30% +$227K 0.01% 682
2025
Q1 		$769K Buy
+6,380
New +$822K 0.01% 694
2024
Q4 		– Sell
-3,000
Closed -$451K – 909
2024
Q3 		$451K Buy
+3,000
New +$451K 0.01% 654

Other funds holding NUE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Congress Wealth Management's NUE Position: Q2 2025 in Review

Congress Wealth Management increased its Nucor (NUE) stake by 30% in Q2 2025, buying an estimated $227K and bringing the position to 8,322 shares worth $1.08M. The position accounts for 0.01% of the portfolio, ranked #682.

Congress Wealth Management first reported a position in NUE in Q3 2024 and has held it in 3 quarters since. 1,184 funds tracked by Wall St. Rank hold NUE as of Q2 2025.

  • Congress Wealth Management held 8,322 shares of Nucor worth $1.08M as of Q2 2025.
  • Congress Wealth Management bought 1,942 Nucor shares in Q2 2025, an estimated $227K.
  • Nucor made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #682 holding.
  • Congress Wealth Management first reported a position in Nucor in Q3 2024 and has held it in 3 quarters since.
  • 1,184 funds tracked by Wall St. Rank held Nucor as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.