Guardian Wealth Advisors (Minnesota)’s Nucor NUE Stock Holding History

Guardian Wealth Advisors (Minnesota)’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	-1,392	Closed	-$209K	–	78
2024 Q3	$209K	Buy	1,392 +3	+0.2%	+$451	0.13%	78
2024 Q2	$220K	Sell	1,389 -7	-0.5%	-$1.22K	0.14%	72
2024 Q1	$276K	Sell	1,396 -151	-10%	-$27.6K	0.18%	65
2023 Q4	$269K	Sell	1,547 -27	-2%	-$4.28K	0.19%	59
2023 Q3	$246K	Sell	1,574 -17	-1%	-$2.81K	0.19%	59
2023 Q2	$261K	Buy	1,591 +4	+0.3%	+$584	0.19%	60
2023 Q1	$245K	Buy	+1,587	New	+$252K	0.19%	60
2022 Q2	–	Sell	-1,799	Closed	-$267K	–	66
2022 Q1	$267K	Sell	1,799 -14	-0.8%	-$1.72K	0.22%	55
2021 Q4	$207K	Buy	+1,813	New	+$198K	0.17%	67
2021 Q3	–	Sell	-2,225	Closed	-$213K	–	66
2021 Q2	$213K	Buy	+2,225	New	+$208K	0.18%	63

Other funds holding NUE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Guardian Wealth Advisors (Minnesota)'s NUE Position: Q4 2024 in Review

Guardian Wealth Advisors (Minnesota) sold out of Nucor (NUE) in Q4 2024, closing a stake of 1,392 shares — an estimated $209K sold.

Guardian Wealth Advisors (Minnesota) first reported a position in NUE in Q2 2021 and held it in 10 quarters. The position peaked at $276K in Q1 2024. 1,178 funds tracked by Wall St. Rank hold NUE as of Q4 2024.

Guardian Wealth Advisors (Minnesota) reported no remaining Nucor position as of Q4 2024 after selling out during the quarter.
Guardian Wealth Advisors (Minnesota) sold 1,392 Nucor shares in Q4 2024, an estimated $209K.
Guardian Wealth Advisors (Minnesota) first reported a position in Nucor in Q2 2021 and held it in 10 quarters.
Guardian Wealth Advisors (Minnesota)'s Nucor position peaked at $276K in Q1 2024.
1,178 funds tracked by Wall St. Rank held Nucor as of Q4 2024.

Based on Guardian Wealth Advisors (Minnesota)'s 13F filing for Q4 2024, filed 28 Jan 2025.