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Heartwood Wealth Advisors’s Nucor NUE Stock Holding History

Heartwood Wealth Advisors’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
Q3 		$306K Hold
1,310
– – 0.02% 183
2026
Q2 		$292K Hold
1,310
– – 0.02% 196
2026
Q1 		$222K Hold
1,310
– – 0.02% 215
2025
Q4 		$214K Sell
1,310
-22
-2% -$3.31K 0.02% 200
2025
Q3 		$180K Buy
+1,332
New +$189K 0.02% 203

Other funds holding NUE

CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
BE
Bonness Enterprises Washington, District of Columbia $307M AUM 22.88% 1-Year Est. Return
HCM
Horrell Capital Management Little Rock, Arkansas $189M AUM 7.99% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
BTC
Bank & Trust Company Litchfield, Illinois $159M AUM 30.15% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

Heartwood Wealth Advisors's NUE Position: Q3 2026 in Review

Heartwood Wealth Advisors held its Nucor (NUE) position steady in Q3 2026 at 1,310 shares worth $306K. The position accounts for 0.02% of the portfolio, ranked #183.

Heartwood Wealth Advisors first reported a position in NUE in Q3 2025 and has held it in 5 quarters since. 55 funds tracked by Wall St. Rank hold NUE as of Q3 2026.

  • Heartwood Wealth Advisors held 1,310 shares of Nucor worth $306K as of Q3 2026.
  • Heartwood Wealth Advisors left its Nucor share count unchanged in Q3 2026.
  • Nucor made up 0.02% of Heartwood Wealth Advisors's portfolio in Q3 2026, its #183 holding.
  • Heartwood Wealth Advisors first reported a position in Nucor in Q3 2025 and has held it in 5 quarters since.
  • 55 funds tracked by Wall St. Rank held Nucor as of Q3 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q3 2026, filed 5 Oct 2026.