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Everhart Financial Group’s Nucor NUE Stock Holding History

Everhart Financial Group’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 		$581K Buy
2,610
+38
+1% +$8.6K 0.04% 253
2026
Q1 		$435K Buy
2,572
+222
+9% +$38.7K 0.04% 300
2025
Q4 		$383K Buy
2,350
+599
+34% +$90K 0.04% 295
2025
Q3 		$237K Buy
+1,751
New +$248K 0.02% 351
2025
Q2 		– Sell
-1,900
Closed -$229K – 349
2025
Q1 		$229K Buy
+1,900
New +$245K 0.03% 307
2024
Q3 		– Sell
-1,448
Closed -$229K – 327
2024
Q2 		$229K Buy
1,448
+119
+9% +$20.7K 0.06% 269
2024
Q1 		$263K Buy
+1,329
New +$243K 0.08% 232

Other funds holding NUE

VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
TSAM
Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
ADEF
Adams Diversified Equity Fund Baltimore, Maryland $3.27B AUM 45.57% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return

Everhart Financial Group's NUE Position: Q2 2026 in Review

Everhart Financial Group increased its Nucor (NUE) stake by 1.5% in Q2 2026, buying an estimated $8.6K and bringing the position to 2,610 shares worth $581K. The position accounts for 0.04% of the portfolio, ranked #253.

Everhart Financial Group first reported a position in NUE in Q1 2024 and has held it in 7 quarters since. 369 funds tracked by Wall St. Rank hold NUE as of Q2 2026.

  • Everhart Financial Group held 2,610 shares of Nucor worth $581K as of Q2 2026.
  • Everhart Financial Group bought 38 Nucor shares in Q2 2026, an estimated $8.6K.
  • Nucor made up 0.04% of Everhart Financial Group's portfolio in Q2 2026, its #253 holding.
  • Everhart Financial Group first reported a position in Nucor in Q1 2024 and has held it in 7 quarters since.
  • 369 funds tracked by Wall St. Rank held Nucor as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.