HWA
NUE icon

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
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

VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
VF
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
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TSAM
Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
MWA
Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return

Heartwood Wealth Advisors's NUE Position: Q2 2026 in Review

Heartwood Wealth Advisors held its Nucor (NUE) position steady in Q2 2026 at 1,310 shares worth $292K. The position accounts for 0.02% of the portfolio, ranked #196.

Heartwood Wealth Advisors first reported a position in NUE in Q3 2025 and has held it in 4 quarters since. 508 funds tracked by Wall St. Rank hold NUE as of Q2 2026.

  • Heartwood Wealth Advisors held 1,310 shares of Nucor worth $292K as of Q2 2026.
  • Heartwood Wealth Advisors left its Nucor share count unchanged in Q2 2026.
  • Nucor made up 0.02% of Heartwood Wealth Advisors's portfolio in Q2 2026, its #196 holding.
  • Heartwood Wealth Advisors first reported a position in Nucor in Q3 2025 and has held it in 4 quarters since.
  • 508 funds tracked by Wall St. Rank held Nucor as of Q2 2026.

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