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Jeppson Wealth Management’s Nucor NUE Stock Holding History

Jeppson 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 		$463K Hold
2,738
– – 0.15% 131
2025
Q4 		$447K Sell
2,738
-248
-8% -$37.3K 0.14% 132
2025
Q3 		$404K Sell
2,986
-18
-0.6% -$2.55K 0.13% 143
2025
Q2 		$389K Buy
3,004
+355
+13% +$41.5K 0.13% 134
2025
Q1 		$319K Buy
2,649
+447
+20% +$57.6K 0.12% 151
2024
Q4 		$257K Sell
2,202
-30
-1% -$4.32K 0.09% 167
2024
Q3 		$336K Sell
2,232
-37
-2% -$5.57K 0.12% 152
2024
Q2 		$359K Buy
2,269
+154
+7% +$26.8K 0.14% 141
2024
Q1 		$419K Sell
2,115
-63
-3% -$11.5K 0.16% 129
2023
Q4 		$379K Sell
2,178
-123
-5% -$19.5K 0.16% 135
2023
Q3 		$360K Hold
2,301
– – 0.16% 129
2023
Q2 		$377K Sell
2,301
-100
-4% -$14.6K 0.16% 125
2023
Q1 		$371K Sell
2,401
-25
-1% -$3.98K 0.16% 127
2022
Q4 		$320K Sell
2,426
-300
-11% -$40.8K 0.13% 144
2022
Q3 		$292K Buy
2,726
+155
+6% +$19.4K 0.13% 140
2022
Q2 		$268K Buy
2,571
+895
+53% +$121K 0.12% 148
2022
Q1 		$249K Sell
1,676
-184
-10% -$22.6K 0.12% 146
2021
Q4 		$212K Buy
+1,860
New +$203K 0.1% 146
2020
Q4 		– Sell
-1,700
Closed -$76K – 342
2020
Q3 		$76K Buy
+1,700
New +$75.3K 0.06% 188

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

Jeppson Wealth Management's NUE Position: Q1 2026 in Review

Jeppson Wealth Management held its Nucor (NUE) position steady in Q1 2026 at 2,738 shares worth $463K. The position accounts for 0.15% of the portfolio, ranked #131.

Jeppson Wealth Management first reported a position in NUE in Q3 2020 and has held it in 19 quarters since. 1,370 funds tracked by Wall St. Rank hold NUE as of Q1 2026.

  • Jeppson Wealth Management held 2,738 shares of Nucor worth $463K as of Q1 2026.
  • Jeppson Wealth Management left its Nucor share count unchanged in Q1 2026.
  • Nucor made up 0.15% of Jeppson Wealth Management's portfolio in Q1 2026, its #131 holding.
  • Jeppson Wealth Management first reported a position in Nucor in Q3 2020 and has held it in 19 quarters since.
  • 1,370 funds tracked by Wall St. Rank held Nucor as of Q1 2026.

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