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Larry Mathis Financial Planning’s Nucor NUE Stock Holding History

Larry Mathis Financial Planning’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 		– Sell
-1,531
Closed -$259K – 174
2026
Q1 		$259K Sell
1,531
-36
-2% -$6.27K 0.23% 124
2025
Q4 		$256K Buy
+1,567
New +$235K 0.23% 125

Other funds holding NUE

State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Larry Mathis Financial Planning's NUE Position: Q2 2026 in Review

Larry Mathis Financial Planning sold out of Nucor (NUE) in Q2 2026, closing a stake of 1,531 shares — an estimated $259K sold.

Larry Mathis Financial Planning first reported a position in NUE in Q4 2025 and held it in 2 quarters. The position peaked at $259K in Q1 2026. 1,532 funds tracked by Wall St. Rank hold NUE as of Q2 2026.

  • Larry Mathis Financial Planning reported no remaining Nucor position as of Q2 2026 after selling out during the quarter.
  • Larry Mathis Financial Planning sold 1,531 Nucor shares in Q2 2026, an estimated $259K.
  • Larry Mathis Financial Planning first reported a position in Nucor in Q4 2025 and held it in 2 quarters.
  • Larry Mathis Financial Planning's Nucor position peaked at $259K in Q1 2026.
  • 1,532 funds tracked by Wall St. Rank held Nucor as of Q2 2026.

Based on Larry Mathis Financial Planning's 13F filing for Q2 2026, filed 17 Jul 2026.