EP Wealth Advisors’s Nucor NUE Stock Holding History

EP Wealth 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 Q2	$1.93M	Buy	8,645 +386	+5%	+$87.4K	0.01%	585
2026 Q1	$1.4M	Sell	8,259 -4,644	-36%	-$809K	0.01%	559
2025 Q4	$2.1M	Buy	+12,903	New	+$1.94M	0.01%	434
2025 Q2	$634K	Buy	4,892 +131	+3%	+$15.3K	﹤0.01%	696
2025 Q1	$573K	Buy	4,761 +435	+10%	+$56K	﹤0.01%	658
2024 Q4	$505K	Sell	4,326 -197	-4%	-$28.3K	﹤0.01%	691
2024 Q3	$680K	Buy	4,523 +2,045	+83%	+$308K	0.01%	601
2024 Q2	$392K	Sell	2,478 -107	-4%	-$18.6K	﹤0.01%	591
2024 Q1	$512K	Buy	2,585 +680	+36%	+$124K	0.01%	508
2023 Q4	$332K	Buy	1,905 +473	+33%	+$75K	﹤0.01%	589
2023 Q3	$224K	Sell	1,432 -1,788	-56%	-$296K	﹤0.01%	633
2023 Q2	$256K	Sell	3,220 -46,780	-94%	-$6.83M	﹤0.01%	599
2023 Q1	$0	Buy	+50,000	New	+$7.95M	﹤0.01%	681

Other funds holding NUE

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

EP Wealth Advisors's NUE Position: Q2 2026 in Review

EP Wealth Advisors increased its Nucor (NUE) stake by 4.7% in Q2 2026, buying an estimated $87.4K and bringing the position to 8,645 shares worth $1.93M. The position accounts for 0.01% of the portfolio, ranked #585.

EP Wealth Advisors first reported a position in NUE in Q1 2023 and has held it in 13 quarters since. The position peaked at $2.1M in Q4 2025. 1,536 funds tracked by Wall St. Rank hold NUE as of Q2 2026.

EP Wealth Advisors held 8,645 shares of Nucor worth $1.93M as of Q2 2026.
EP Wealth Advisors bought 386 Nucor shares in Q2 2026, an estimated $87.4K.
Nucor made up 0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #585 holding.
EP Wealth Advisors first reported a position in Nucor in Q1 2023 and has held it in 13 quarters since.
EP Wealth Advisors's Nucor position peaked at $2.1M in Q4 2025.
1,536 funds tracked by Wall St. Rank held Nucor as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.