Live Oak Private Wealth’s Nucor NUE Stock Holding History

Live Oak Private Wealth’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 Q1	$321K	Hold	1,898	–	–	0.04%	165
2025 Q4	$310K	Hold	1,898	–	–	0.04%	159
2025 Q3	$257K	Hold	1,898	–	–	0.04%	169
2025 Q2	$246K	Hold	1,898	–	–	0.04%	169
2025 Q1	$228K	Hold	1,898	–	–	0.04%	168
2024 Q4	$222K	Sell	1,898 -102	-5%	-$14.7K	0.04%	167
2024 Q3	$301K	Hold	2,000	–	–	0.05%	143
2024 Q2	$316K	Hold	2,000	–	–	0.05%	134
2024 Q1	$396K	Hold	2,000	–	–	0.07%	122
2023 Q4	$348K	Hold	2,000	–	–	0.07%	121
2023 Q3	$313K	Hold	2,000	–	–	0.07%	119
2023 Q2	$328K	Hold	2,000	–	–	0.07%	122
2023 Q1	$309K	Hold	2,000	–	–	0.06%	127
2022 Q4	$264K	Hold	2,000	–	–	0.05%	144
2022 Q3	$214K	Hold	2,000	–	–	0.05%	156
2022 Q2	$209K	Hold	2,000	–	–	0.04%	163
2022 Q1	$297K	Hold	2,000	–	–	0.06%	144
2021 Q4	$228K	Buy	+2,000	New	+$219K	0.04%	165
2021 Q2	–	Sell	-2,700	Closed	-$217K	–	163
2021 Q1	$217K	Buy	+2,700	New	+$164K	0.05%	145

Other funds holding NUE

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

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

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

Live Oak Private Wealth's NUE Position: Q1 2026 in Review

Live Oak Private Wealth held its Nucor (NUE) position steady in Q1 2026 at 1,898 shares worth $321K. The position accounts for 0.04% of the portfolio, ranked #165.

Live Oak Private Wealth first reported a position in NUE in Q1 2021 and has held it in 19 quarters since. The position peaked at $396K in Q1 2024. 1,370 funds tracked by Wall St. Rank hold NUE as of Q1 2026.

Live Oak Private Wealth held 1,898 shares of Nucor worth $321K as of Q1 2026.
Live Oak Private Wealth left its Nucor share count unchanged in Q1 2026.
Nucor made up 0.04% of Live Oak Private Wealth's portfolio in Q1 2026, its #165 holding.
Live Oak Private Wealth first reported a position in Nucor in Q1 2021 and has held it in 19 quarters since.
Live Oak Private Wealth's Nucor position peaked at $396K in Q1 2024.
1,370 funds tracked by Wall St. Rank held Nucor as of Q1 2026.

Based on Live Oak Private Wealth's 13F filing for Q1 2026, filed 20 Apr 2026.