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Finivi Inc’s Nucor NUE Stock Holding History

Finivi Inc’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 		$441K Sell
1,980
-159
-7% -$36K 0.23% 81
2026
Q1 		$362K Buy
2,139
+144
+7% +$25.1K 0.2% 80
2025
Q4 		$325K Sell
1,995
-244
-11% -$36.7K 0.19% 81
2025
Q3 		$303K Sell
2,239
-207
-8% -$29.3K 0.19% 83
2025
Q2 		$317K Buy
2,446
+148
+6% +$17.3K 0.21% 80
2025
Q1 		$277K Buy
2,298
+153
+7% +$19.7K 0.22% 76
2024
Q4 		$250K Sell
2,145
-1,836
-46% -$264K 0.2% 79
2024
Q3 		$599K Buy
3,981
+131
+3% +$19.7K 0.49% 51
2024
Q2 		$609K Buy
3,850
+1,343
+54% +$233K 0.5% 50
2024
Q1 		$496K Buy
2,507
+62
+3% +$11.3K 0.45% 57
2023
Q4 		$425K Buy
+2,445
New +$388K 0.42% 60
2021
Q4 		$210K Buy
+1,843
New +$202K 0.22% 73

Other funds holding NUE

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Finivi Inc's NUE Position: Q2 2026 in Review

Finivi Inc reduced its Nucor (NUE) stake by 7.4% in Q2 2026, selling an estimated $36K and leaving 1,980 shares worth $441K. The position accounts for 0.23% of the portfolio, ranked #81.

Finivi Inc first reported a position in NUE in Q4 2021 and has held it in 12 quarters since. The position peaked at $609K in Q2 2024. 1,515 funds tracked by Wall St. Rank hold NUE as of Q2 2026.

  • Finivi Inc held 1,980 shares of Nucor worth $441K as of Q2 2026.
  • Finivi Inc sold 159 Nucor shares in Q2 2026, an estimated $36K.
  • Nucor made up 0.23% of Finivi Inc's portfolio in Q2 2026, its #81 holding.
  • Finivi Inc first reported a position in Nucor in Q4 2021 and has held it in 12 quarters since.
  • Finivi Inc's Nucor position peaked at $609K in Q2 2024.
  • 1,515 funds tracked by Wall St. Rank held Nucor as of Q2 2026.

Based on Finivi Inc's 13F filing for Q2 2026, filed 9 Jul 2026.