EWA
NUE icon

EverSource Wealth Advisors’s Nucor NUE Stock Holding History

EverSource Wealth Advisors’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 		$321K Sell
1,440
-624
-30% -$141K 0.01% 768
2026
Q1 		$349K Buy
2,064
+314
+18% +$54.7K 0.01% 773
2025
Q4 		$285K Buy
1,750
+42
+2% +$6.31K 0.01% 788
2025
Q3 		$231K Sell
1,708
-66
-4% -$9.34K 0.01% 831
2025
Q2 		$230K Buy
1,774
+1,243
+234% +$145K 0.01% 804
2025
Q1 		$63.9K Sell
531
-562
-51% -$72.4K ﹤0.01% 1121
2024
Q4 		$128K Buy
1,093
+370
+51% +$53.2K 0.01% 831
2024
Q3 		$109K Sell
723
-204
-22% -$30.7K 0.01% 770
2024
Q2 		$151K Sell
927
-27
-3% -$4.69K 0.01% 656
2024
Q1 		$161K Buy
954
+89
+10% +$16.3K 0.01% 560
2023
Q4 		$151K Buy
865
+54
+7% +$8.56K 0.01% 507
2023
Q3 		$127K Sell
811
-118
-13% -$19.5K 0.01% 496
2023
Q2 		$152K Buy
929
+29
+3% +$4.23K 0.02% 458
2023
Q1 		$139K Sell
900
-81
-8% -$12.9K 0.02% 455
2022
Q4 		$129K Buy
981
+149
+18% +$20.2K 0.02% 438
2022
Q3 		$89K Buy
832
+293
+54% +$36.8K 0.02% 460
2022
Q2 		$55K Sell
539
-1
-0.2% -$135 0.01% 599
2022
Q1 		$80K Buy
540
+139
+35% +$17.1K 0.02% 380
2021
Q4 		$46K Buy
+401
New +$43.8K 0.01% 442

Other funds holding NUE

VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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
MWA
Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return

EverSource Wealth Advisors's NUE Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Nucor (NUE) stake by 30% in Q2 2026, selling an estimated $141K and leaving 1,440 shares worth $321K. The position accounts for 0.01% of the portfolio, ranked #768.

EverSource Wealth Advisors first reported a position in NUE in Q4 2021 and has held it in 19 quarters since. The position peaked at $349K in Q1 2026. 508 funds tracked by Wall St. Rank hold NUE as of Q2 2026.

  • EverSource Wealth Advisors held 1,440 shares of Nucor worth $321K as of Q2 2026.
  • EverSource Wealth Advisors sold 624 Nucor shares in Q2 2026, an estimated $141K.
  • Nucor made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #768 holding.
  • EverSource Wealth Advisors first reported a position in Nucor in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Nucor position peaked at $349K in Q1 2026.
  • 508 funds tracked by Wall St. Rank held Nucor as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.