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Joule Financial’s Nucor NUE Stock Holding History

Joule Financial’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
2024
Q2 		– Sell
-1,170
Closed -$232K – 110
2024
Q1 		$232K Sell
1,170
-348
-23% -$63.6K 0.1% 92
2023
Q4 		$264K Sell
1,518
-7
-0.5% -$1.11K 0.12% 87
2023
Q3 		$238K Sell
1,525
-19
-1% -$3.15K 0.12% 89
2023
Q2 		$253K Sell
1,544
-34
-2% -$4.96K 0.13% 87
2023
Q1 		$244K Buy
1,578
+14
+0.9% +$2.23K 0.13% 88
2022
Q4 		$206K Buy
+1,564
New +$213K 0.14% 92

Other funds holding NUE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Joule Financial's NUE Position: Q2 2024 in Review

Joule Financial sold out of Nucor (NUE) in Q2 2024, closing a stake of 1,170 shares — an estimated $232K sold.

Joule Financial first reported a position in NUE in Q4 2022 and held it in 6 quarters. The position peaked at $264K in Q4 2023. 1,232 funds tracked by Wall St. Rank hold NUE as of Q2 2024.

  • Joule Financial reported no remaining Nucor position as of Q2 2024 after selling out during the quarter.
  • Joule Financial sold 1,170 Nucor shares in Q2 2024, an estimated $232K.
  • Joule Financial first reported a position in Nucor in Q4 2022 and held it in 6 quarters.
  • Joule Financial's Nucor position peaked at $264K in Q4 2023.
  • 1,232 funds tracked by Wall St. Rank held Nucor as of Q2 2024.

Based on Joule Financial's 13F filing for Q2 2024, filed 23 Jul 2024.