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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
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 $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

Evergreen Wealth Solutions's NUE Position: Q1 2026 in Review

Evergreen Wealth Solutions increased its Nucor (NUE) stake by 36% in Q1 2026, buying an estimated $217K and bringing the position to 4,661 shares worth $788K. The position accounts for 0.06% of the portfolio, ranked #190.

Evergreen Wealth Solutions first reported a position in NUE in Q2 2024 and has held it in 8 quarters since. 1,370 funds tracked by Wall St. Rank hold NUE as of Q1 2026.

  • Evergreen Wealth Solutions held 4,661 shares of Nucor worth $788K as of Q1 2026.
  • Evergreen Wealth Solutions bought 1,245 Nucor shares in Q1 2026, an estimated $217K.
  • Nucor made up 0.06% of Evergreen Wealth Solutions's portfolio in Q1 2026, its #190 holding.
  • Evergreen Wealth Solutions first reported a position in Nucor in Q2 2024 and has held it in 8 quarters since.
  • 1,370 funds tracked by Wall St. Rank held Nucor as of Q1 2026.

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