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Focused Wealth Management’s Nucor NUE Stock Holding History

Focused Wealth Management’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
Q3 		– Sell
-2,000
Closed -$316K – 274
2024
Q2 		$316K Buy
+2,000
New +$348K 0.05% 135
2023
Q1 		– Sell
-2,800
Closed -$5.28K – 1119
2022
Q4 		$5.28K Buy
+2,800
New +$381K ﹤0.01% 633

Other funds holding NUE

State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Focused Wealth Management's NUE Position: Q1 2026 in Review

Focused Wealth Management reduced its Nucor (NUE) stake by 3.6% in Q1 2026, selling an estimated $58.7K and leaving 8,929 shares worth $1.51M. The position accounts for 0.16% of the portfolio, ranked #63.

Focused Wealth Management first reported a position in NUE in Q4 2017 and has held it in 34 quarters since. The position peaked at $1.91M in Q1 2024. 1,370 funds tracked by Wall St. Rank hold NUE as of Q1 2026.

  • Focused Wealth Management held 8,929 shares of Nucor worth $1.51M as of Q1 2026.
  • Focused Wealth Management sold 337 Nucor shares in Q1 2026, an estimated $58.7K.
  • Nucor made up 0.16% of Focused Wealth Management's portfolio in Q1 2026, its #63 holding.
  • Focused Wealth Management first reported a position in Nucor in Q4 2017 and has held it in 34 quarters since.
  • Focused Wealth Management's Nucor position peaked at $1.91M in Q1 2024.
  • 1,370 funds tracked by Wall St. Rank held Nucor as of Q1 2026.

Based on Focused Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.