Essential Planning’s Nucor NUE Stock Holding History

Essential 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
2025 Q1	–	Sell	-6,955	Closed	-$1M	–	231
2024 Q4	$1M	Buy	+6,955	New	+$1M	0.01%	230

Other funds holding NUE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Essential Planning's NUE Position: Q1 2025 in Review

Essential Planning sold out of Nucor (NUE) in Q1 2025, closing a stake of 6,955 shares — an estimated $1M sold.

Essential Planning first reported a position in NUE in Q4 2024 and held it in 1 quarter. The position peaked at $1M in Q4 2024. 1,181 funds tracked by Wall St. Rank hold NUE as of Q1 2025.

Essential Planning reported no remaining Nucor position as of Q1 2025 after selling out during the quarter.
Essential Planning sold 6,955 Nucor shares in Q1 2025, an estimated $1M.
Essential Planning first reported a position in Nucor in Q4 2024 and held it in 1 quarter.
Essential Planning's Nucor position peaked at $1M in Q4 2024.
1,181 funds tracked by Wall St. Rank held Nucor as of Q1 2025.

Based on Essential Planning's 13F filing for Q1 2025, filed 8 May 2025.