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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
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 $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

Kapstone Financial Advisors's NUE Position: Q1 2026 in Review

Kapstone Financial Advisors held its Nucor (NUE) position steady in Q1 2026 at 1,290 shares worth $218K. The position accounts for 0.11% of the portfolio, ranked #129.

Kapstone Financial Advisors first reported a position in NUE in Q4 2022 and has held it in 8 quarters since. The position peaked at $255K in Q1 2024. 1,372 funds tracked by Wall St. Rank hold NUE as of Q1 2026.

  • Kapstone Financial Advisors held 1,290 shares of Nucor worth $218K as of Q1 2026.
  • Kapstone Financial Advisors left its Nucor share count unchanged in Q1 2026.
  • Nucor made up 0.11% of Kapstone Financial Advisors's portfolio in Q1 2026, its #129 holding.
  • Kapstone Financial Advisors first reported a position in Nucor in Q4 2022 and has held it in 8 quarters since.
  • Kapstone Financial Advisors's Nucor position peaked at $255K in Q1 2024.
  • 1,372 funds tracked by Wall St. Rank held Nucor as of Q1 2026.

Based on Kapstone Financial Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.