EFP
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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
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 $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

Envision Financial Planning's NUE Position: Q1 2026 in Review

Envision Financial Planning increased its Nucor (NUE) stake by 0.45% in Q1 2026, buying an estimated $3.31K and bringing the position to 4,284 shares worth $725K. The position accounts for 0.26% of the portfolio, ranked #35.

Envision Financial Planning first reported a position in NUE in Q3 2023 and has held it in 11 quarters since. 1,371 funds tracked by Wall St. Rank hold NUE as of Q1 2026.

  • Envision Financial Planning held 4,284 shares of Nucor worth $725K as of Q1 2026.
  • Envision Financial Planning bought 19 Nucor shares in Q1 2026, an estimated $3.31K.
  • Nucor made up 0.26% of Envision Financial Planning's portfolio in Q1 2026, its #35 holding.
  • Envision Financial Planning first reported a position in Nucor in Q3 2023 and has held it in 11 quarters since.
  • 1,371 funds tracked by Wall St. Rank held Nucor as of Q1 2026.

Based on Envision Financial Planning's 13F filing for Q1 2026, filed 15 May 2026.