EWM
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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return