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Delta Financial Advisors’s Nucor NUE Stock Holding History

Delta Financial 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 		$5.07M Sell
30,007
-448
-1% -$78.1K 1.32% 22
2025
Q4 		$4.97M Sell
30,455
-164
-0.5% -$24.6K 1.29% 23
2025
Q3 		$4.15M Buy
30,619
+320
+1% +$45.3K 1.17% 25
2025
Q2 		$3.92M Buy
30,299
+2,734
+10% +$319K 1.38% 24
2025
Q1 		$3.32M Sell
27,565
-27
-0.1% -$3.48K 1.25% 27
2024
Q4 		$3.22M Sell
27,592
-1,412
-5% -$203K 1.2% 28
2024
Q3 		$4.36M Buy
29,004
+778
+3% +$117K 1.58% 14
2024
Q2 		$4.46M Buy
28,226
+91
+0.3% +$15.8K 1.73% 12
2024
Q1 		$5.57M Sell
28,135
-21
-0.1% -$3.84K 2.2% 9
2023
Q4 		$4.9M Sell
28,156
-4,160
-13% -$660K 2.12% 9
2023
Q3 		$5.05M Sell
32,316
-445
-1% -$73.7K 2.28% 8
2023
Q2 		$5.37M Sell
32,761
-317
-1% -$46.3K 2.37% 7
2023
Q1 		$5.11M Sell
33,078
-152
-0.5% -$24.2K 2.46% 5
2022
Q4 		$4.38M Sell
33,230
-131
-0.4% -$17.8K 2.12% 9
2022
Q3 		$3.57M Buy
33,361
+209
+0.6% +$26.2K 1.9% 10
2022
Q2 		$3.46M Sell
33,152
-378
-1% -$51.2K 1.73% 10
2022
Q1 		$4.98M Sell
33,530
-27
-0.1% -$3.31K 2.13% 8
2021
Q4 		$3.83M Buy
33,557
+23
+0.1% +$2.52K 1.56% 12
2021
Q3 		$3.3M Sell
33,534
-82
-0.2% -$8.72K 1.47% 14
2021
Q2 		$3.23M Sell
33,616
-249
-0.7% -$23.3K 1.42% 14
2021
Q1 		$2.72M Buy
33,865
+108
+0.3% +$6.55K 1.27% 22
2020
Q4 		$1.8M Sell
33,757
-1,984
-6% -$102K 0.9% 43
2020
Q3 		$1.6M Sell
35,741
-195
-0.5% -$8.64K 0.89% 43
2020
Q2 		$1.49M Sell
35,936
-1,411
-4% -$57K 0.88% 46
2020
Q1 		$1.34M Sell
37,347
-7,176
-16% -$319K 0.93% 45
2019
Q4 		$2.51M Buy
44,523
+305
+0.7% +$16.6K 0.98% 41
2019
Q3 		$2.25M Buy
44,218
+249
+0.6% +$13K 0.91% 45
2019
Q2 		$2.42M Buy
+43,969
New +$2.42M 1% 40

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

Delta Financial Advisors's NUE Position: Q1 2026 in Review

Delta Financial Advisors reduced its Nucor (NUE) stake by 1.5% in Q1 2026, selling an estimated $78.1K and leaving 30,007 shares worth $5.07M. The position accounts for 1.32% of the portfolio, ranked #22.

Delta Financial Advisors first reported a position in NUE in Q2 2019 and has held it in 28 quarters since. The position peaked at $5.57M in Q1 2024. 1,370 funds tracked by Wall St. Rank hold NUE as of Q1 2026.

  • Delta Financial Advisors held 30,007 shares of Nucor worth $5.07M as of Q1 2026.
  • Delta Financial Advisors sold 448 Nucor shares in Q1 2026, an estimated $78.1K.
  • Nucor made up 1.32% of Delta Financial Advisors's portfolio in Q1 2026, its #22 holding.
  • Delta Financial Advisors first reported a position in Nucor in Q2 2019 and has held it in 28 quarters since.
  • Delta Financial Advisors's Nucor position peaked at $5.57M in Q1 2024.
  • 1,370 funds tracked by Wall St. Rank held Nucor as of Q1 2026.

Based on Delta Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.