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Heritage Wealth Advisors’s Nucor NUE Stock Holding History

Heritage 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
Q1 		$380K Hold
2,248
– – 0.01% 156
2025
Q4 		$367K Hold
2,248
– – 0.01% 167
2025
Q3 		$304K Hold
2,248
– – 0.01% 172
2025
Q2 		$291K Sell
2,248
-15
-0.7% -$1.75K 0.01% 174
2025
Q1 		$272K Sell
2,263
-6
-0.3% -$773 0.01% 173
2024
Q4 		$265K Buy
2,269
+136
+6% +$19.6K 0.01% 177
2024
Q3 		$321K Buy
2,133
+30
+1% +$4.51K 0.02% 171
2024
Q2 		$332K Hold
2,103
– – 0.02% 162
2024
Q1 		$416K Buy
2,103
+103
+5% +$18.8K 0.02% 158
2023
Q4 		$348K Hold
2,000
– – 0.02% 169
2023
Q3 		$313K Hold
2,000
– – 0.02% 163
2023
Q2 		$328K Hold
2,000
– – 0.02% 166
2023
Q1 		$309K Hold
2,000
– – 0.02% 171
2022
Q4 		$264K Hold
2,000
– – 0.02% 183
2022
Q3 		$214K Hold
2,000
– – 0.02% 193
2022
Q2 		$209K Hold
2,000
– – 0.01% 193
2022
Q1 		$297K Hold
2,000
– – 0.02% 156
2021
Q4 		$228K Hold
2,000
– – 0.01% 198
2021
Q3 		$197K Hold
2,000
– – 0.01% 200
2021
Q2 		$192K Sell
2,000
-350
-15% -$32.7K 0.01% 206
2021
Q1 		$189K Buy
2,350
+25
+1% +$1.51K 0.01% 208
2020
Q4 		$124K Buy
2,325
+200
+9% +$10.3K 0.01% 235
2020
Q3 		$95.3K Buy
2,125
+125
+6% +$5.54K 0.01% 207
2020
Q2 		$82.8K Hold
2,000
– – 0.01% 219
2020
Q1 		$72K Hold
2,000
– – 0.01% 225
2019
Q4 		$113K Sell
2,000
-127
-6% -$6.93K 0.01% 221
2019
Q3 		$108K Hold
2,127
– – 0.02% 204
2019
Q2 		$117K Hold
2,127
– – 0.02% 179
2019
Q1 		$124K Buy
2,127
+127
+6% +$7.45K 0.02% 158
2018
Q4 		$103K Hold
2,000
– – 0.02% 163
2018
Q3 		$126K Buy
+2,000
New +$128K 0.02% 148

Other funds holding NUE

State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Heritage Wealth Advisors's NUE Position: Q1 2026 in Review

Heritage Wealth Advisors held its Nucor (NUE) position steady in Q1 2026 at 2,248 shares worth $380K. The position accounts for 0.01% of the portfolio, ranked #156.

Heritage Wealth Advisors first reported a position in NUE in Q3 2018 and has held it in 31 quarters since. The position peaked at $416K in Q1 2024. 1,370 funds tracked by Wall St. Rank hold NUE as of Q1 2026.

  • Heritage Wealth Advisors held 2,248 shares of Nucor worth $380K as of Q1 2026.
  • Heritage Wealth Advisors left its Nucor share count unchanged in Q1 2026.
  • Nucor made up 0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #156 holding.
  • Heritage Wealth Advisors first reported a position in Nucor in Q3 2018 and has held it in 31 quarters since.
  • Heritage Wealth Advisors's Nucor position peaked at $416K in Q1 2024.
  • 1,370 funds tracked by Wall St. Rank held Nucor as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.