Evercore Wealth Management’s Nucor NUE Stock Holding History

Evercore 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 Q1	$234K	Sell	1,386 -100	-7%	-$17.4K	﹤0.01%	366
2025 Q4	$242K	Hold	1,486	–	–	﹤0.01%	367
2025 Q3	$201K	Buy	+1,486	New	+$210K	﹤0.01%	402
2024 Q4	–	Sell	-1,336	Closed	-$201K	–	431
2024 Q3	$201K	Hold	1,336	–	–	﹤0.01%	404
2024 Q2	$211K	Hold	1,336	–	–	﹤0.01%	389
2024 Q1	$264K	Sell	1,336 -53	-4%	-$9.69K	﹤0.01%	364
2023 Q4	$242K	Buy	1,389 +23	+2%	+$3.65K	﹤0.01%	384
2023 Q3	$214K	Buy	+1,366	New	+$226K	﹤0.01%	375
2021 Q4	–	Sell	-6,667	Closed	-$656K	–	428
2021 Q3	$656K	Hold	6,667	–	–	0.01%	259
2021 Q2	$640K	Hold	6,667	–	–	0.01%	268
2021 Q1	$535K	Hold	6,667	–	–	0.01%	282
2020 Q4	$354K	Hold	6,667	–	–	0.01%	335
2020 Q3	$299K	Buy	6,667 +30	+0.5%	+$1.33K	0.01%	317
2020 Q2	$274K	Hold	6,637	–	–	0.01%	317
2020 Q1	$239K	Hold	6,637	–	–	0.01%	321
2019 Q4	$373K	Hold	6,637	–	–	0.01%	318
2019 Q3	$338K	Sell	6,637 -1,000	-13%	-$52.2K	0.01%	315
2019 Q2	$421K	Sell	7,637 -79	-1%	-$4.34K	0.01%	296
2019 Q1	$450K	Buy	7,716 +931	+14%	+$54.6K	0.01%	284
2018 Q4	$351K	Buy	6,785 +1,198	+21%	+$70.8K	0.01%	282
2018 Q3	$354K	Hold	5,587	–	–	0.01%	321
2018 Q2	$349K	Sell	5,587 -1,119	-17%	-$71.4K	0.01%	310
2018 Q1	$409K	Hold	6,706	–	–	0.02%	265
2017 Q4	$426K	Sell	6,706 -51	-0.8%	-$2.98K	0.02%	272
2017 Q3	$379K	Hold	6,757	–	–	0.01%	282
2017 Q2	$391K	Hold	6,757	–	–	0.02%	284
2017 Q1	$404K	Buy	6,757 +5,559	+464%	+$340K	0.02%	283
2016 Q4	$72K	Buy	1,198 +1,078	+898%	+$60.3K	﹤0.01%	540
2016 Q3	$6K	Hold	120	–	–	﹤0.01%	922
2016 Q2	$6K	Hold	120	–	–	﹤0.01%	904
2016 Q1	$6K	Sell	120 -5,822	-98%	-$237K	﹤0.01%	844
2015 Q4	$239K	Buy	+5,942	New	+$244K	0.01%	343
2015 Q2	–	Sell	-6,637	Closed	-$316K	–	1082
2015 Q1	$316K	Sell	6,637 -1,005	-13%	-$46.9K	0.01%	342
2014 Q4	$375K	Buy	7,642 +1,640	+27%	+$85.3K	0.02%	282
2014 Q3	$325K	Buy	6,002 +165	+3%	+$8.71K	0.02%	322
2014 Q2	$288K	Hold	5,837	–	–	0.01%	344
2014 Q1	$295K	Sell	5,837 -100	-2%	-$5.02K	0.02%	326
2013 Q4	$316K	Buy	5,937 +3,032	+104%	+$156K	0.02%	319
2013 Q3	$144K	Buy	2,905 +72	+3%	+$3.37K	0.01%	430
2013 Q2	$123K	Buy	+2,833	New	+$126K	0.01%	465

Other funds holding NUE

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 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

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

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

Evercore Wealth Management's NUE Position: Q1 2026 in Review

Evercore Wealth Management reduced its Nucor (NUE) stake by 6.7% in Q1 2026, selling an estimated $17.4K and leaving 1,386 shares worth $234K. The position accounts for ﹤0.01% of the portfolio, ranked #366.

Evercore Wealth Management first reported a position in NUE in Q2 2013 and has held it in 40 quarters since. The position peaked at $656K in Q3 2021. 1,371 funds tracked by Wall St. Rank hold NUE as of Q1 2026.

Evercore Wealth Management held 1,386 shares of Nucor worth $234K as of Q1 2026.
Evercore Wealth Management sold 100 Nucor shares in Q1 2026, an estimated $17.4K.
Nucor made up ﹤0.01% of Evercore Wealth Management's portfolio in Q1 2026, its #366 holding.
Evercore Wealth Management first reported a position in Nucor in Q2 2013 and has held it in 40 quarters since.
Evercore Wealth Management's Nucor position peaked at $656K in Q3 2021.
1,371 funds tracked by Wall St. Rank held Nucor as of Q1 2026.

Based on Evercore Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.