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Dogwood Wealth Management’s Nucor NUE Stock Holding History

Dogwood 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
2026
Q2 		$8.91K Buy
40
+3
+8% +$679 ﹤0.01% 410
2026
Q1 		$6.26K Hold
37
– – ﹤0.01% 425
2025
Q4 		$6.04K Buy
37
+15
+68% +$2.25K ﹤0.01% 388
2025
Q3 		$2.98K Buy
22
+7
+47% +$991 ﹤0.01% 478
2025
Q2 		$2.1K Hold
15
– – ﹤0.01% 557
2025
Q1 		$1.8K Buy
+15
New +$1.93K ﹤0.01% 358
2024
Q3 		– Hold
0
– – – 365
2024
Q2 		– Hold
0
– – – 402
2024
Q1 		– Hold
0
– – – 360
2023
Q4 		– Hold
0
– – – 367

Other funds holding NUE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Dogwood Wealth Management's NUE Position: Q2 2026 in Review

Dogwood Wealth Management increased its Nucor (NUE) stake by 8.1% in Q2 2026, buying an estimated $679 and bringing the position to 40 shares worth $8.91K. The position accounts for ﹤0.01% of the portfolio, ranked #410.

Dogwood Wealth Management first reported a position in NUE in Q1 2025 and has held it in 6 quarters since. 970 funds tracked by Wall St. Rank hold NUE as of Q2 2026.

  • Dogwood Wealth Management held 40 shares of Nucor worth $8.91K as of Q2 2026.
  • Dogwood Wealth Management bought 3 Nucor shares in Q2 2026, an estimated $679.
  • Nucor made up ﹤0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #410 holding.
  • Dogwood Wealth Management first reported a position in Nucor in Q1 2025 and has held it in 6 quarters since.
  • 970 funds tracked by Wall St. Rank held Nucor as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.