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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 $146B AUM 55.73% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Exencial Wealth Advisors's NUE Position: Q4 2024 in Review

Exencial Wealth Advisors sold out of Nucor (NUE) in Q4 2024, closing a stake of 1,351 shares — an estimated $203K sold.

Exencial Wealth Advisors first reported a position in NUE in Q1 2022 and held it in 10 quarters. The position peaked at $377K in Q4 2023. 1,179 funds tracked by Wall St. Rank hold NUE as of Q4 2024.

  • Exencial Wealth Advisors reported no remaining Nucor position as of Q4 2024 after selling out during the quarter.
  • Exencial Wealth Advisors sold 1,351 Nucor shares in Q4 2024, an estimated $203K.
  • Exencial Wealth Advisors first reported a position in Nucor in Q1 2022 and held it in 10 quarters.
  • Exencial Wealth Advisors's Nucor position peaked at $377K in Q4 2023.
  • 1,179 funds tracked by Wall St. Rank held Nucor as of Q4 2024.

Based on Exencial Wealth Advisors's 13F filing for Q4 2024, filed 6 Feb 2025.