Lake Street Advisors Group’s Nucor NUE Stock Holding History

Lake Street Advisors Group’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	$217K	Buy	1,851 +150	+9%	+$21.6K	0.01%	538
2024 Q3	$257K	Buy	1,701 +17	+1%	+$2.56K	0.01%	497
2024 Q2	$267K	Buy	1,684 +21	+1%	+$3.65K	0.01%	474
2024 Q1	$330K	Buy	1,663 +3	+0.2%	+$548	0.02%	440
2023 Q4	$290K	Buy	+1,660	New	+$263K	0.01%	448
2021 Q3	–	Sell	-1,684	Closed	-$211K	–	365
2021 Q2	$211K	Buy	+1,684	New	+$158K	0.02%	301

Other funds holding NUE

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

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

Lake Street Advisors Group's NUE Position: Q4 2024 in Review

Lake Street Advisors Group increased its Nucor (NUE) stake by 8.8% in Q4 2024, buying an estimated $21.6K and bringing the position to 1,851 shares worth $217K. The position accounts for 0.01% of the portfolio, ranked #538.

Lake Street Advisors Group first reported a position in NUE in Q2 2021 and has held it in 6 quarters since. The position peaked at $330K in Q1 2024. 1,178 funds tracked by Wall St. Rank hold NUE as of Q4 2024.

Lake Street Advisors Group held 1,851 shares of Nucor worth $217K as of Q4 2024.
Lake Street Advisors Group bought 150 Nucor shares in Q4 2024, an estimated $21.6K.
Nucor made up 0.01% of Lake Street Advisors Group's portfolio in Q4 2024, its #538 holding.
Lake Street Advisors Group first reported a position in Nucor in Q2 2021 and has held it in 6 quarters since.
Lake Street Advisors Group's Nucor position peaked at $330K in Q1 2024.
1,178 funds tracked by Wall St. Rank held Nucor as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.