Forza Wealth Management’s Nucor NUE Stock Holding History

Forza 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
2026 Q2	$1.67M	Hold	7,475	–	–	0.51%	49
2026 Q1	$1.26M	Buy	7,475 +1,060	+17%	+$185K	0.44%	55
2025 Q4	$1.05M	Hold	6,415	–	–	0.38%	63
2025 Q3	$869K	Sell	6,415 -65	-1%	-$9.2K	0.33%	72
2025 Q2	$839K	Hold	6,480	–	–	0.34%	74
2025 Q1	$780K	Hold	6,480	–	–	0.35%	74
2024 Q4	$756K	Hold	6,480	–	–	0.34%	75
2024 Q3	$974K	Sell	6,480 -1	-0%	-$150	0.45%	59
2024 Q2	$1.02M	Hold	6,481	–	–	0.53%	53
2024 Q1	$1.28M	Sell	6,481 -100	-2%	-$18.3K	0.67%	44
2023 Q4	$1.15M	Sell	6,581 -200	-3%	-$31.7K	0.63%	47
2023 Q3	$1.06M	Hold	6,781	–	–	0.55%	58
2023 Q2	$1.11M	Buy	6,781 +65	+1%	+$9.49K	0.56%	55
2023 Q1	$1.04M	Buy	6,716 +295	+5%	+$46.9K	0.53%	63
2022 Q4	$846K	Buy	+6,421	New	+$873K	0.56%	51

Other funds holding NUE

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

TSAM

Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return

FAF

Fjarde Ap-fonden Stockholm, Sweden $20.9B AUM 36.93% 1-Year Est. Return

Forza Wealth Management's NUE Position: Q2 2026 in Review

Forza Wealth Management held its Nucor (NUE) position steady in Q2 2026 at 7,475 shares worth $1.67M. The position accounts for 0.51% of the portfolio, ranked #49.

Forza Wealth Management first reported a position in NUE in Q4 2022 and has held it in 15 quarters since. 586 funds tracked by Wall St. Rank hold NUE as of Q2 2026.

Forza Wealth Management held 7,475 shares of Nucor worth $1.67M as of Q2 2026.
Forza Wealth Management left its Nucor share count unchanged in Q2 2026.
Nucor made up 0.51% of Forza Wealth Management's portfolio in Q2 2026, its #49 holding.
Forza Wealth Management first reported a position in Nucor in Q4 2022 and has held it in 15 quarters since.
586 funds tracked by Wall St. Rank held Nucor as of Q2 2026.

Based on Forza Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.