Kovack Advisors’s Nucor NUE Stock Holding History

Kovack 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
2024 Q4	–	Sell	-1,430	Closed	-$215K	–	632
2024 Q3	$215K	Sell	1,430 -64	-4%	-$9.63K	0.02%	529
2024 Q2	$236K	Sell	1,494 -14	-0.9%	-$2.43K	0.03%	480
2024 Q1	$298K	Buy	1,508 +1	+0.1%	+$183	0.04%	353
2023 Q4	$262K	Hold	1,507	–	–	0.03%	454
2023 Q3	$236K	Sell	1,507 -18	-1%	-$2.98K	0.03%	444
2023 Q2	$250K	Sell	1,525 -407	-21%	-$59.4K	0.03%	458
2023 Q1	$298K	Sell	1,932 -80	-4%	-$12.7K	0.04%	410
2022 Q4	$265K	Sell	2,012 -19	-0.9%	-$2.58K	0.04%	433
2022 Q3	$217K	Sell	2,031 -91	-4%	-$11.4K	0.03%	506
2022 Q2	$222K	Sell	2,122 -2,958	-58%	-$400K	0.03%	542
2022 Q1	$755K	Buy	5,080 +1,813	+55%	+$222K	0.08%	281
2021 Q4	$373K	Buy	3,267 +722	+28%	+$78.9K	0.04%	461
2021 Q3	$251K	Buy	2,545 +445	+21%	+$47.3K	0.03%	589
2021 Q2	$201K	Buy	+2,100	New	+$196K	0.02%	645

Other funds holding NUE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Farm Mutual Automobile Insurance

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Koshinski Asset Management

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return