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Kingswood Wealth Advisors’s Nucor NUE Stock Holding History

Kingswood Wealth 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 		$1.04M Buy
4,657
+1,094
+31% +$248K 0.04% 400
2026
Q1 		$603K Sell
3,563
-6
-0.2% -$1.05K 0.03% 504
2025
Q4 		$582K Buy
3,569
+437
+14% +$65.7K 0.03% 485
2025
Q3 		$424K Buy
3,132
+526
+20% +$74.5K 0.03% 525
2025
Q2 		$338K Buy
2,606
+109
+4% +$12.7K 0.03% 534
2025
Q1 		$300K Sell
2,497
-830
-25% -$107K 0.03% 545
2024
Q4 		$388K Sell
3,327
-1,039
-24% -$149K 0.03% 522
2024
Q3 		$656K Buy
4,366
+2,002
+85% +$301K 0.05% 387
2024
Q2 		$374K Buy
2,364
+49
+2% +$8.51K 0.03% 466
2024
Q1 		$458K Sell
2,315
-781
-25% -$143K 0.05% 372
2023
Q4 		$539K Buy
+3,096
New +$491K 0.06% 331

Other funds holding NUE

VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TSAM
Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
MWA
Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return

Kingswood Wealth Advisors's NUE Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its Nucor (NUE) stake by 31% in Q2 2026, buying an estimated $248K and bringing the position to 4,657 shares worth $1.04M. The position accounts for 0.04% of the portfolio, ranked #400.

Kingswood Wealth Advisors first reported a position in NUE in Q4 2023 and has held it in 11 quarters since. 508 funds tracked by Wall St. Rank hold NUE as of Q2 2026.

  • Kingswood Wealth Advisors held 4,657 shares of Nucor worth $1.04M as of Q2 2026.
  • Kingswood Wealth Advisors bought 1,094 Nucor shares in Q2 2026, an estimated $248K.
  • Nucor made up 0.04% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #400 holding.
  • Kingswood Wealth Advisors first reported a position in Nucor in Q4 2023 and has held it in 11 quarters since.
  • 508 funds tracked by Wall St. Rank held Nucor as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.