LA
NUE icon

Lakeside Advisors’s Nucor NUE Stock Holding History

Lakeside 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 		$10.1M Sell
45,350
-1,195
-3% -$270K 6.36% 4
2026
Q1 		$7.87M Sell
46,545
-132
-0.3% -$23K 5.25% 4
2025
Q4 		$7.61M Sell
46,677
-688
-1% -$103K 4.87% 4
2025
Q3 		$6.41M Sell
47,365
-687
-1% -$97.2K 4.06% 4
2025
Q2 		$6.22M Sell
48,052
-1,185
-2% -$138K 4.01% 4
2025
Q1 		$5.93M Buy
49,237
+9,059
+23% +$1.17M 3.92% 5
2024
Q4 		$4.69M Sell
40,178
-193
-0.5% -$27.8K 3.1% 7
2024
Q3 		$6.07M Buy
40,371
+107
+0.3% +$16.1K 3.82% 5
2024
Q2 		$6.36M Sell
40,264
-594
-1% -$103K 4.13% 5
2024
Q1 		$8.09M Sell
40,858
-245
-0.6% -$44.8K 5.17% 4
2023
Q4 		$7.15M Sell
41,103
-694
-2% -$110K 4.97% 4
2023
Q3 		$6.53M Sell
41,797
-298
-0.7% -$49.3K 5.02% 4
2023
Q2 		$6.9M Sell
42,095
-171
-0.4% -$25K 5.09% 4
2023
Q1 		$6.53M Sell
42,266
-425
-1% -$67.6K 5.04% 4
2022
Q4 		$5.63M Sell
42,691
-623
-1% -$84.7K 4.61% 5
2022
Q3 		$4.63M Sell
43,314
-273
-0.6% -$34.3K 4.15% 5
2022
Q2 		$4.55M Sell
43,587
-142
-0.3% -$19.2K 3.87% 7
2022
Q1 		$6.5M Sell
43,729
-992
-2% -$122K 4.91% 5
2021
Q4 		$5.11M Buy
+44,721
New +$4.89M 3.76% 6

Other funds holding NUE

Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
BAM
Berkshire Asset Management Wilkes Barre, Pennsylvania $2.55B AUM 31.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

Lakeside Advisors's NUE Position: Q2 2026 in Review

Lakeside Advisors reduced its Nucor (NUE) stake by 2.6% in Q2 2026, selling an estimated $270K and leaving 45,350 shares worth $10.1M. The position accounts for 6.36% of the portfolio, ranked #4.

Lakeside Advisors first reported a position in NUE in Q4 2021 and has held it in 19 quarters since. 803 funds tracked by Wall St. Rank hold NUE as of Q2 2026.

  • Lakeside Advisors held 45,350 shares of Nucor worth $10.1M as of Q2 2026.
  • Lakeside Advisors sold 1,195 Nucor shares in Q2 2026, an estimated $270K.
  • Nucor made up 6.36% of Lakeside Advisors's portfolio in Q2 2026, its #4 holding.
  • Lakeside Advisors first reported a position in Nucor in Q4 2021 and has held it in 19 quarters since.
  • 803 funds tracked by Wall St. Rank held Nucor as of Q2 2026.

Based on Lakeside Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.