Lakeside Advisors
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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
Q3 		$10.5M Sell
44,874
-476
-1% -$119K 6.12% 4
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 		$5.1M Buy
+44,721
New +$4.89M 3.76% 6

Other funds holding NUE

State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Lakeside Advisors's NUE Position: Q3 2026 in Review

Lakeside Advisors reduced its Nucor (NUE) stake by 1% in Q3 2026, selling an estimated $119K and leaving 44,874 shares worth $10.5M. The position accounts for 6.12% of the portfolio, ranked #4.

Lakeside Advisors first reported a position in NUE in Q4 2021 and has held it in 20 quarters since. 1,189 funds tracked by Wall St. Rank hold NUE as of Q3 2026.

  • Lakeside Advisors held 44,874 shares of Nucor worth $10.5M as of Q3 2026.
  • Lakeside Advisors sold 476 Nucor shares in Q3 2026, an estimated $119K.
  • Nucor made up 6.12% of Lakeside Advisors's portfolio in Q3 2026, its #4 holding.
  • Lakeside Advisors first reported a position in Nucor in Q4 2021 and has held it in 20 quarters since.
  • 1,189 funds tracked by Wall St. Rank held Nucor as of Q3 2026.

Based on Lakeside Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.