Evermay Wealth Management’s Nucor NUE Stock Holding History

Evermay 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
2025 Q2	–	Sell	-50	Closed	-$6.02K	–	593
2025 Q1	$6.02K	Buy	+50	New	+$6.44K	﹤0.01%	476
2024 Q1	–	Sell	-2	Closed	-$349	–	696
2023 Q4	$349	Buy	+2	New	+$317	﹤0.01%	625
2018 Q4	–	Sell	-3,600	Closed	-$228K	–	145
2018 Q3	$228K	Sell	3,600 -235	-6%	-$15K	0.07%	133
2018 Q2	$240K	Hold	3,835	–	–	0.08%	122
2018 Q1	$234K	Buy	+3,835	New	+$254K	0.08%	117

Other funds holding NUE

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

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Evermay Wealth Management's NUE Position: Q2 2025 in Review

Evermay Wealth Management sold out of Nucor (NUE) in Q2 2025, closing a stake of 50 shares — an estimated $6.02K sold.

Evermay Wealth Management first reported a position in NUE in Q1 2018 and held it in 5 quarters. The position peaked at $240K in Q2 2018. 1,184 funds tracked by Wall St. Rank hold NUE as of Q2 2025.

Evermay Wealth Management reported no remaining Nucor position as of Q2 2025 after selling out during the quarter.
Evermay Wealth Management sold 50 Nucor shares in Q2 2025, an estimated $6.02K.
Evermay Wealth Management first reported a position in Nucor in Q1 2018 and held it in 5 quarters.
Evermay Wealth Management's Nucor position peaked at $240K in Q2 2018.
1,184 funds tracked by Wall St. Rank held Nucor as of Q2 2025.

Based on Evermay Wealth Management's 13F filing for Q2 2025, filed 30 Jul 2025.