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Kestra Private Wealth Services’s Nucor NUE Stock Holding History

Kestra Private Wealth Services’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 		$929K Sell
5,492
-1,469
-21% -$256K 0.01% 871
2025
Q4 		$1.14M Sell
6,961
-391
-5% -$58.8K 0.01% 754
2025
Q3 		$996K Sell
7,352
-163
-2% -$23.1K 0.01% 783
2025
Q2 		$973K Buy
7,515
+107
+1% +$12.5K 0.01% 754
2025
Q1 		$891K Buy
7,408
+388
+6% +$50K 0.01% 722
2024
Q4 		$819K Sell
7,020
-154
-2% -$22.2K 0.01% 721
2024
Q3 		$1.08M Buy
7,174
+250
+4% +$37.6K 0.02% 597
2024
Q2 		$1.09M Sell
6,924
-212
-3% -$36.8K 0.02% 546
2024
Q1 		$1.41M Sell
7,136
-55
-0.8% -$10.1K 0.03% 467
2023
Q4 		$1.25M Buy
7,191
+55
+0.8% +$8.72K 0.03% 462
2023
Q3 		$1.12M Buy
7,136
+2,263
+46% +$375K 0.04% 433
2023
Q2 		$799K Sell
4,873
-2,156
-31% -$315K 0.03% 496
2023
Q1 		$1.09M Buy
7,029
+216
+3% +$34.4K 0.04% 389
2022
Q4 		$898K Sell
6,813
-258
-4% -$35.1K 0.05% 389
2022
Q3 		$757K Buy
7,071
+1,242
+21% +$156K 0.04% 394
2022
Q2 		$609K Sell
5,829
-1,374
-19% -$186K 0.03% 448
2022
Q1 		$1.07M Buy
7,203
+264
+4% +$32.4K 0.05% 360
2021
Q4 		$792K Sell
6,939
-988
-12% -$108K 0.04% 450
2021
Q3 		$781K Buy
7,927
+131
+2% +$13.9K 0.04% 415
2021
Q2 		$748K Buy
7,796
+16
+0.2% +$1.5K 0.05% 413
2021
Q1 		$624K Buy
7,780
+3,011
+63% +$183K 0.04% 399
2020
Q4 		$252K Sell
4,769
-61
-1% -$3.15K 0.02% 603
2020
Q3 		$217K Buy
+4,830
New +$214K 0.02% 580

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

Kestra Private Wealth Services's NUE Position: Q1 2026 in Review

Kestra Private Wealth Services reduced its Nucor (NUE) stake by 21% in Q1 2026, selling an estimated $256K and leaving 5,492 shares worth $929K. The position accounts for 0.01% of the portfolio, ranked #871.

Kestra Private Wealth Services first reported a position in NUE in Q3 2020 and has held it in 23 quarters since. The position peaked at $1.41M in Q1 2024. 1,371 funds tracked by Wall St. Rank hold NUE as of Q1 2026.

  • Kestra Private Wealth Services held 5,492 shares of Nucor worth $929K as of Q1 2026.
  • Kestra Private Wealth Services sold 1,469 Nucor shares in Q1 2026, an estimated $256K.
  • Nucor made up 0.01% of Kestra Private Wealth Services's portfolio in Q1 2026, its #871 holding.
  • Kestra Private Wealth Services first reported a position in Nucor in Q3 2020 and has held it in 23 quarters since.
  • Kestra Private Wealth Services's Nucor position peaked at $1.41M in Q1 2024.
  • 1,371 funds tracked by Wall St. Rank held Nucor as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.