JFS Wealth Advisors’s Nucor NUE Stock Holding History

JFS 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	$45.9K	Buy	206 +4	+2%	+$905	﹤0.01%	564
2026 Q1	$34.2K	Buy	202 +3	+2%	+$523	﹤0.01%	598
2025 Q4	$32.5K	Buy	199 +40	+25%	+$6.01K	﹤0.01%	624
2025 Q3	$21.5K	Buy	159 +1	+0.6%	+$142	﹤0.01%	678
2025 Q2	$20.5K	Sell	158 -4	-2%	-$467	﹤0.01%	654
2025 Q1	$19.5K	Sell	162 -7	-4%	-$902	﹤0.01%	667
2024 Q4	$19.7K	Sell	169 -17	-9%	-$2.45K	﹤0.01%	651
2024 Q3	$28K	Sell	186 -40	-18%	-$6.02K	﹤0.01%	573
2024 Q2	$35.7K	Sell	226 -3	-1%	-$521	﹤0.01%	477
2024 Q1	$45.3K	Hold	229	–	–	﹤0.01%	445
2023 Q4	$39.9K	Buy	229 +19	+9%	+$3.01K	﹤0.01%	445
2023 Q3	$32.8K	Buy	210 +4	+2%	+$662	﹤0.01%	437
2023 Q2	$33.8K	Hold	206	–	–	﹤0.01%	431
2023 Q1	$31.8K	Sell	206 -1	-0.5%	-$159	﹤0.01%	436
2022 Q4	$27.3K	Sell	207 -5	-2%	-$679	﹤0.01%	467
2022 Q3	$23K	Sell	212 -40	-16%	-$5.02K	﹤0.01%	545
2022 Q2	$26K	Sell	252 -2	-0.8%	-$271	﹤0.01%	539
2022 Q1	$38K	Buy	254 +17	+7%	+$2.09K	﹤0.01%	480
2021 Q4	$27K	Hold	237	–	–	﹤0.01%	521
2021 Q3	$23K	Buy	+237	New	+$25.2K	﹤0.01%	524
2020 Q3	–	Sell	-155	Closed	-$6K	–	588
2020 Q2	$6K	Hold	155	–	–	﹤0.01%	423
2020 Q1	$6K	Hold	155	–	–	﹤0.01%	380
2019 Q4	$9K	Hold	155	–	–	﹤0.01%	379
2019 Q3	$8K	Hold	155	–	–	﹤0.01%	384
2019 Q2	$9K	Hold	155	–	–	﹤0.01%	375
2019 Q1	$9K	Hold	155	–	–	﹤0.01%	366
2018 Q4	$8K	Buy	+155	New	+$9.16K	﹤0.01%	367
2018 Q2	–	Sell	-13	Closed	-$1K	–	524
2018 Q1	$1K	Buy	+13	New	+$861	﹤0.01%	501
2015 Q3	–	Sell	-395	Closed	-$17K	–	540
2015 Q2	$17K	Hold	395	–	–	0.01%	302
2015 Q1	$19K	Sell	395 -118	-23%	-$5.51K	0.01%	293
2014 Q4	$25K	Buy	513 +207	+68%	+$10.8K	﹤0.01%	265
2014 Q3	$17K	Hold	306	–	–	﹤0.01%	282
2014 Q2	$15K	Buy	+306	New	+$15.7K	﹤0.01%	286

Other funds holding NUE

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

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 Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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 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

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

JFS Wealth Advisors increased its Nucor (NUE) stake by 2% in Q2 2026, buying an estimated $905 and bringing the position to 206 shares worth $45.9K. The position accounts for ﹤0.01% of the portfolio, ranked #564.

JFS Wealth Advisors first reported a position in NUE in Q2 2014 and has held it in 33 quarters since. 508 funds tracked by Wall St. Rank hold NUE as of Q2 2026.

JFS Wealth Advisors held 206 shares of Nucor worth $45.9K as of Q2 2026.
JFS Wealth Advisors bought 4 Nucor shares in Q2 2026, an estimated $905.
Nucor made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #564 holding.
JFS Wealth Advisors first reported a position in Nucor in Q2 2014 and has held it in 33 quarters since.
508 funds tracked by Wall St. Rank held Nucor as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.