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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Nucor NUE Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, 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
2024
Q4 		– Sell
-183
Closed -$27.5K – 493
2024
Q3 		$27.5K Buy
+183
New +$27.5K 0.01% 266

Other funds holding NUE

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State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $1.88B AUM 29.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s NUE Position: Q4 2024 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of Nucor (NUE) in Q4 2024, closing a stake of 183 shares — an estimated $27.5K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in NUE in Q3 2024 and held it in 1 quarter. The position peaked at $27.5K in Q3 2024. 1,178 funds tracked by Wall St. Rank hold NUE as of Q4 2024.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining Nucor position as of Q4 2024 after selling out during the quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 183 Nucor shares in Q4 2024, an estimated $27.5K.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Nucor in Q3 2024 and held it in 1 quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Nucor position peaked at $27.5K in Q3 2024.
  • 1,178 funds tracked by Wall St. Rank held Nucor as of Q4 2024.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q4 2024, filed 7 Aug 2026.