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Institute for Wealth Management’s Nucor NUE Stock Holding History

Institute for 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
Q1 		$477K Hold
2,822
– – 0.05% 334
2025
Q4 		$460K Sell
2,822
-20
-0.7% -$3.01K 0.05% 332
2025
Q3 		$385K Sell
2,842
-700
-20% -$99.1K 0.04% 391
2025
Q2 		$459K Sell
3,542
-14
-0.4% -$1.64K 0.05% 330
2025
Q1 		$428K Hold
3,556
– – 0.05% 325
2024
Q4 		$415K Sell
3,556
-252
-7% -$36.3K 0.05% 324
2024
Q3 		$573K Sell
3,808
-74
-2% -$11.1K 0.07% 268
2024
Q2 		$614K Sell
3,882
-191
-5% -$33.2K 0.08% 241
2024
Q1 		$806K Buy
4,073
+2
+0% +$366 0.1% 204
2023
Q4 		$709K Sell
4,071
-777
-16% -$123K 0.11% 209
2023
Q3 		$758K Sell
4,848
-293
-6% -$48.5K 0.14% 184
2023
Q2 		$843K Sell
5,141
-97
-2% -$14.2K 0.14% 175
2023
Q1 		$809K Sell
5,238
-319
-6% -$50.7K 0.15% 170
2022
Q4 		$732K Sell
5,557
-30
-0.5% -$4.08K 0.15% 190
2022
Q3 		$598K Hold
5,587
– – 0.13% 200
2022
Q2 		$583K Sell
5,587
-257
-4% -$34.8K 0.11% 238
2022
Q1 		$869K Buy
5,844
+16
+0.3% +$1.96K 0.14% 183
2021
Q4 		$665K Buy
5,828
+27
+0.5% +$2.95K 0.11% 229
2021
Q3 		$571K Buy
5,801
+1,638
+39% +$174K 0.1% 246
2021
Q2 		$399K Buy
+4,163
New +$389K 0.07% 313
2019
Q4 		– Sell
-4,924
Closed -$251K – 700
2019
Q3 		$251K Sell
4,924
-345
-7% -$18K 0.06% 358
2019
Q2 		$290K Sell
5,269
-728
-12% -$40K 0.06% 363
2019
Q1 		$350K Buy
+5,997
New +$352K 0.08% 303
2017
Q3 		– Sell
-5,613
Closed -$328K – 344
2017
Q2 		$328K Buy
+5,613
New +$329K 0.09% 294

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

Institute for Wealth Management's NUE Position: Q1 2026 in Review

Institute for Wealth Management held its Nucor (NUE) position steady in Q1 2026 at 2,822 shares worth $477K. The position accounts for 0.05% of the portfolio, ranked #334.

Institute for Wealth Management first reported a position in NUE in Q2 2017 and has held it in 24 quarters since. The position peaked at $869K in Q1 2022. 1,371 funds tracked by Wall St. Rank hold NUE as of Q1 2026.

  • Institute for Wealth Management held 2,822 shares of Nucor worth $477K as of Q1 2026.
  • Institute for Wealth Management left its Nucor share count unchanged in Q1 2026.
  • Nucor made up 0.05% of Institute for Wealth Management's portfolio in Q1 2026, its #334 holding.
  • Institute for Wealth Management first reported a position in Nucor in Q2 2017 and has held it in 24 quarters since.
  • Institute for Wealth Management's Nucor position peaked at $869K in Q1 2022.
  • 1,371 funds tracked by Wall St. Rank held Nucor as of Q1 2026.

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