Herold Advisors’s Nucor NUE Stock Holding History

Herold 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	$1.6M	Hold	9,440	–	–	0.35%	76
2025 Q4	$1.54M	Hold	9,440	–	–	0.34%	78
2025 Q3	$1.28M	Buy	9,440 +2,500	+36%	+$354K	0.3%	88
2025 Q2	$899K	Sell	6,940 -3,800	-35%	-$444K	0.19%	121
2025 Q1	$1.29M	Sell	10,740 -150	-1%	-$19.3K	0.28%	98
2024 Q4	$1.27M	Hold	10,890	–	–	0.28%	97
2024 Q3	$1.64M	Sell	10,890 -80	-0.7%	-$12K	0.36%	78
2024 Q2	$1.73M	Sell	10,970 -10	-0.1%	-$1.74K	0.4%	67
2024 Q1	$2.17M	Hold	10,980	–	–	0.53%	54
2023 Q4	$1.91M	Sell	10,980 -200	-2%	-$31.7K	0.53%	58
2023 Q3	$1.75M	Sell	11,180 -250	-2%	-$41.4K	0.53%	55
2023 Q2	$1.87M	Buy	11,430 +200	+2%	+$29.2K	0.57%	52
2023 Q1	$1.73M	Sell	11,230 -2,800	-20%	-$445K	0.6%	46
2022 Q4	$1.85M	Hold	14,030	–	–	0.78%	40
2022 Q3	$1.5M	Hold	14,030	–	–	0.72%	47
2022 Q2	$1.46M	Hold	14,030	–	–	0.65%	48
2022 Q1	$2.09M	Hold	14,030	–	–	0.74%	36
2021 Q4	$1.6M	Hold	14,030	–	–	0.62%	55
2021 Q3	$1.38M	Buy	+14,030	New	+$1.49M	0.54%	57

Other funds holding NUE

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

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

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

Herold Advisors's NUE Position: Q1 2026 in Review

Herold Advisors held its Nucor (NUE) position steady in Q1 2026 at 9,440 shares worth $1.6M. The position accounts for 0.35% of the portfolio, ranked #76.

Herold Advisors first reported a position in NUE in Q3 2021 and has held it in 19 quarters since. The position peaked at $2.17M in Q1 2024. 1,370 funds tracked by Wall St. Rank hold NUE as of Q1 2026.

Herold Advisors held 9,440 shares of Nucor worth $1.6M as of Q1 2026.
Herold Advisors left its Nucor share count unchanged in Q1 2026.
Nucor made up 0.35% of Herold Advisors's portfolio in Q1 2026, its #76 holding.
Herold Advisors first reported a position in Nucor in Q3 2021 and has held it in 19 quarters since.
Herold Advisors's Nucor position peaked at $2.17M in Q1 2024.
1,370 funds tracked by Wall St. Rank held Nucor as of Q1 2026.

Based on Herold Advisors's 13F filing for Q1 2026, filed 15 May 2026.