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Modern Wealth Management’s Nucor NUE Stock Holding History

Modern Wealth Management’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 		$524K Buy
3,018
+41
+1% +$7.15K 0.01% 567
2025
Q4 		$486K Sell
2,977
-29
-1% -$4.36K 0.01% 543
2025
Q3 		$407K Sell
3,006
-69
-2% -$9.77K 0.01% 553
2025
Q2 		$398K Buy
3,075
+68
+2% +$7.95K 0.01% 537
2025
Q1 		$362K Buy
3,007
+942
+46% +$121K 0.01% 481
2024
Q4 		$241K Buy
2,065
+323
+19% +$46.5K 0.01% 511
2024
Q3 		$262K Sell
1,742
-29
-2% -$4.36K 0.02% 369
2024
Q2 		$280K Buy
1,771
+61
+4% +$10.6K 0.02% 323
2024
Q1 		$338K Buy
+1,710
New +$313K 0.03% 225

Other funds holding NUE

State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Modern Wealth Management's NUE Position: Q1 2026 in Review

Modern Wealth Management increased its Nucor (NUE) stake by 1.4% in Q1 2026, buying an estimated $7.15K and bringing the position to 3,018 shares worth $524K. The position accounts for 0.01% of the portfolio, ranked #567.

Modern Wealth Management first reported a position in NUE in Q1 2024 and has held it in 9 quarters since. 1,371 funds tracked by Wall St. Rank hold NUE as of Q1 2026.

  • Modern Wealth Management held 3,018 shares of Nucor worth $524K as of Q1 2026.
  • Modern Wealth Management bought 41 Nucor shares in Q1 2026, an estimated $7.15K.
  • Nucor made up 0.01% of Modern Wealth Management's portfolio in Q1 2026, its #567 holding.
  • Modern Wealth Management first reported a position in Nucor in Q1 2024 and has held it in 9 quarters since.
  • 1,371 funds tracked by Wall St. Rank held Nucor as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.