Creative Planning
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Creative Planning’s Nucor NUE Stock Holding History

Creative Planning’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
2021
Q1 		– Sell
-300
Closed -$5K – 2687
2020
Q4 		$5K Hold
300
– – ﹤0.01% 2263
2020
Q3 		$3K Hold
300
– – ﹤0.01% 2073
2020
Q2 		$3K Buy
+300
New +$12.1K ﹤0.01% 1935
2015
Q2 		– Sell
-1,000
Closed -$4K – 2371
2015
Q1 		$4K Buy
+1,000
New +$46.7K ﹤0.01% 3644

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

Creative Planning's NUE Position: Q1 2026 in Review

Creative Planning increased its Nucor (NUE) stake by 6.1% in Q1 2026, buying an estimated $1.39M and bringing the position to 137,729 shares worth $23.3M. The position accounts for 0.02% of the portfolio, ranked #379.

Creative Planning first reported a position in NUE in Q2 2013 and has held it in 52 quarters since. The position peaked at $27M in Q3 2023. 1,370 funds tracked by Wall St. Rank hold NUE as of Q1 2026.

  • Creative Planning held 137,729 shares of Nucor worth $23.3M as of Q1 2026.
  • Creative Planning bought 7,969 Nucor shares in Q1 2026, an estimated $1.39M.
  • Nucor made up 0.02% of Creative Planning's portfolio in Q1 2026, its #379 holding.
  • Creative Planning first reported a position in Nucor in Q2 2013 and has held it in 52 quarters since.
  • Creative Planning's Nucor position peaked at $27M in Q3 2023.
  • 1,370 funds tracked by Wall St. Rank held Nucor as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.