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Evergreen Wealth Solutions’s Nucor NUE Stock Holding History

Evergreen Wealth Solutions’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 		$1.08M Sell
3,961
-700
-15% -$158K 0.06% 199
2026
Q1 		$788K Buy
4,661
+1,245
+36% +$217K 0.06% 190
2025
Q4 		$557K Sell
3,416
-449
-12% -$67.5K 0.08% 116
2025
Q3 		$523K Buy
3,865
+212
+6% +$30K 0.3% 58
2025
Q2 		$473K Buy
3,653
+133
+4% +$15.5K 0.28% 64
2025
Q1 		$424K Buy
3,520
+533
+18% +$68.7K 0.29% 65
2024
Q4 		$349K Sell
2,987
-253
-8% -$36.4K 0.24% 71
2024
Q3 		$487K Sell
3,240
-827
-20% -$124K 0.33% 58
2024
Q2 		$643K Buy
+4,067
New +$707K 0.46% 46

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

Evergreen Wealth Solutions's NUE Position: Q2 2026 in Review

Evergreen Wealth Solutions reduced its Nucor (NUE) stake by 15% in Q2 2026, selling an estimated $158K and leaving 3,961 shares worth $1.08M. The position accounts for 0.06% of the portfolio, ranked #199.

Evergreen Wealth Solutions first reported a position in NUE in Q2 2024 and has held it in 9 quarters since. 1,541 funds tracked by Wall St. Rank hold NUE as of Q2 2026.

  • Evergreen Wealth Solutions held 3,961 shares of Nucor worth $1.08M as of Q2 2026.
  • Evergreen Wealth Solutions sold 700 Nucor shares in Q2 2026, an estimated $158K.
  • Nucor made up 0.06% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #199 holding.
  • Evergreen Wealth Solutions first reported a position in Nucor in Q2 2024 and has held it in 9 quarters since.
  • 1,541 funds tracked by Wall St. Rank held Nucor as of Q2 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.