EFP
NUE icon

Envision Financial Planning’s Nucor NUE Stock Holding History

Envision Financial 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
2026
Q2 		$1.09M Buy
4,883
+599
+14% +$136K 0.35% 32
2026
Q1 		$725K Buy
4,284
+19
+0.4% +$3.31K 0.26% 35
2025
Q4 		$696K Buy
4,265
+1
+0% +$150 0.26% 33
2025
Q3 		$577K Sell
4,264
-9
-0.2% -$1.27K 0.24% 36
2025
Q2 		$554K Buy
4,273
+532
+14% +$62.2K 0.26% 37
2025
Q1 		$450K Buy
3,741
+321
+9% +$41.4K 0.23% 30
2024
Q4 		$399K Sell
3,420
-200
-6% -$28.8K 0.21% 32
2024
Q3 		$544K Sell
3,620
-66
-2% -$9.93K 0.29% 27
2024
Q2 		$583K Buy
3,686
+514
+16% +$89.3K 0.45% 22
2024
Q1 		$628K Buy
3,172
+532
+20% +$97.2K 0.51% 21
2023
Q4 		$459K Sell
2,640
-10
-0.4% -$1.59K 0.4% 24
2023
Q3 		$414K Buy
+2,650
New +$439K 0.41% 23

Other funds holding NUE

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Envision Financial Planning's NUE Position: Q2 2026 in Review

Envision Financial Planning increased its Nucor (NUE) stake by 14% in Q2 2026, buying an estimated $136K and bringing the position to 4,883 shares worth $1.09M. The position accounts for 0.35% of the portfolio, ranked #32.

Envision Financial Planning first reported a position in NUE in Q3 2023 and has held it in 12 quarters since. 1,544 funds tracked by Wall St. Rank hold NUE as of Q2 2026.

  • Envision Financial Planning held 4,883 shares of Nucor worth $1.09M as of Q2 2026.
  • Envision Financial Planning bought 599 Nucor shares in Q2 2026, an estimated $136K.
  • Nucor made up 0.35% of Envision Financial Planning's portfolio in Q2 2026, its #32 holding.
  • Envision Financial Planning first reported a position in Nucor in Q3 2023 and has held it in 12 quarters since.
  • 1,544 funds tracked by Wall St. Rank held Nucor as of Q2 2026.

Based on Envision Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.