Kinetic Partners Management’s Nucor NUE Stock Holding History

Kinetic Partners Management’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	$38M	Buy	+170,700	New	+$38.6M	0.91%	23

Other funds holding NUE

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Kinetic Partners Management's NUE Position: Q2 2026 in Review

Kinetic Partners Management opened a new position in Nucor (NUE) in Q2 2026: 170,700 shares worth $38M. The stake represents 0.91% of the portfolio and ranks #23 among its holdings.

1,534 funds tracked by Wall St. Rank hold NUE as of Q2 2026.

Kinetic Partners Management held 170,700 shares of Nucor worth $38M as of Q2 2026.
Nucor was a new Kinetic Partners Management position in Q2 2026.
Nucor made up 0.91% of Kinetic Partners Management's portfolio in Q2 2026, its #23 holding.
1,534 funds tracked by Wall St. Rank held Nucor as of Q2 2026.

Based on Kinetic Partners Management's 13F filing for Q2 2026, filed 14 Aug 2026.