HB Wealth Management’s Nucor NUE Stock Holding History

HB 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	$1.2M	Sell	5,400 -800	-13%	-$181K	0.01%	667
2026 Q1	$1.04M	Sell	6,200 -1,300	-17%	-$227K	0.01%	644
2025 Q4	$1.22M	Hold	7,500	–	–	0.01%	564
2025 Q3	$1.02M	Hold	7,500	–	–	0.01%	600
2025 Q2	$972K	Hold	7,500	–	–	0.01%	537
2025 Q1	$903K	Hold	7,500	–	–	0.01%	569
2024 Q4	$875K	Hold	7,500	–	–	0.01%	439
2024 Q3	$1.13M	Hold	7,500	–	–	0.01%	366
2024 Q2	$1.19M	Hold	7,500	–	–	0.01%	335
2024 Q1	$1.48M	Buy	+7,500	New	+$1.37M	0.02%	293

Other funds holding NUE

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

HB Wealth Management increased its Nucor (NUE) stake by 8% in Q2 2026, buying an estimated $265K and bringing the position to 15,863 shares worth $3.53M. The position accounts for 0.02% of the portfolio, ranked #345.

HB Wealth Management first reported a position in NUE in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.98M in Q1 2024. 1,549 funds tracked by Wall St. Rank hold NUE as of Q2 2026.

HB Wealth Management held 15,863 shares of Nucor worth $3.53M as of Q2 2026.
HB Wealth Management bought 1,173 Nucor shares in Q2 2026, an estimated $265K.
Nucor made up 0.02% of HB Wealth Management's portfolio in Q2 2026, its #345 holding.
HB Wealth Management first reported a position in Nucor in Q4 2021 and has held it in 19 quarters since.
HB Wealth Management's Nucor position peaked at $3.98M in Q1 2024.
1,549 funds tracked by Wall St. Rank held Nucor as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.