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Kapstone Financial Advisors’s Nucor NUE Stock Holding History

Kapstone Financial 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 		$287K Hold
1,290
– – 0.12% 124
2026
Q1 		$218K Hold
1,290
– – 0.11% 129
2025
Q4 		$210K Buy
+1,290
New +$194K 0.1% 117
2024
Q3 		– Sell
-1,290
Closed -$204K – 113
2024
Q2 		$204K Hold
1,290
– – 0.13% 100
2024
Q1 		$255K Hold
1,290
– – 0.17% 89
2023
Q4 		$225K Hold
1,290
– – 0.18% 90
2023
Q3 		$202K Hold
1,290
– – 0.18% 89
2023
Q2 		$223K Buy
+1,290
New +$188K 0.18% 89
2023
Q1 		– Sell
-1,290
Closed -$228K – 100
2022
Q4 		$228K Buy
+1,290
New +$175K 0.21% 87

Other funds holding NUE

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Kapstone Financial Advisors's NUE Position: Q2 2026 in Review

Kapstone Financial Advisors held its Nucor (NUE) position steady in Q2 2026 at 1,290 shares worth $287K. The position accounts for 0.12% of the portfolio, ranked #124.

Kapstone Financial Advisors first reported a position in NUE in Q4 2022 and has held it in 9 quarters since. 1,545 funds tracked by Wall St. Rank hold NUE as of Q2 2026.

  • Kapstone Financial Advisors held 1,290 shares of Nucor worth $287K as of Q2 2026.
  • Kapstone Financial Advisors left its Nucor share count unchanged in Q2 2026.
  • Nucor made up 0.12% of Kapstone Financial Advisors's portfolio in Q2 2026, its #124 holding.
  • Kapstone Financial Advisors first reported a position in Nucor in Q4 2022 and has held it in 9 quarters since.
  • 1,545 funds tracked by Wall St. Rank held Nucor as of Q2 2026.

Based on Kapstone Financial Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.