EWA
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Exencial Wealth Advisors’s Nucor NUE Stock Holding History

Exencial 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
2024
Q4 		– Sell
-1,351
Closed -$203K – 513
2024
Q3 		$203K Buy
1,351
+4
+0.3% +$602 0.01% 483
2024
Q2 		$213K Sell
1,347
-24
-2% -$4.17K 0.01% 465
2024
Q1 		$271K Sell
1,371
-793
-37% -$145K 0.01% 449
2023
Q4 		$377K Buy
2,164
+110
+5% +$17.4K 0.02% 392
2023
Q3 		$321K Buy
2,054
+12
+0.6% +$1.99K 0.02% 357
2023
Q2 		$335K Buy
2,042
+20
+1% +$2.92K 0.02% 351
2023
Q1 		$312K Buy
2,022
+2
+0.1% +$318 0.02% 348
2022
Q4 		$266K Buy
2,020
+19
+0.9% +$2.58K 0.01% 375
2022
Q3 		$214K Buy
+2,001
New +$251K 0.01% 393
2022
Q2 		– Sell
-1,480
Closed -$220K – 452
2022
Q1 		$220K Buy
+1,480
New +$182K 0.01% 414

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return