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Moneta Group Investment Advisors’s Nucor NUE Stock Holding History

Moneta Group Investment 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
Q1 		$600K Buy
3,549
+286
+9% +$49.8K ﹤0.01% 462
2025
Q4 		$532K Buy
3,263
+1,143
+54% +$172K ﹤0.01% 482
2025
Q3 		$287K Sell
2,120
-236
-10% -$33.4K ﹤0.01% 635
2025
Q2 		$305K Sell
2,356
-193
-8% -$22.6K ﹤0.01% 559
2025
Q1 		$307K Buy
2,549
+140
+6% +$18K ﹤0.01% 522
2024
Q4 		$281K Sell
2,409
-9
-0.4% -$1.29K ﹤0.01% 545
2024
Q3 		$364K Sell
2,418
-812
-25% -$122K 0.01% 477
2024
Q2 		$511K Sell
3,230
-119,845
-97% -$20.8M 0.01% 386
2024
Q1 		$24.4M Buy
123,075
+374
+0.3% +$68.3K 0.4% 48
2023
Q4 		$21.4M Sell
122,701
-43
-0% -$6.82K 0.42% 46
2023
Q3 		$19.2M Sell
122,744
-115
-0.1% -$19K 0.44% 46
2023
Q2 		$20.1M Buy
122,859
+636
+0.5% +$92.9K 0.45% 45
2023
Q1 		$18.9M Buy
122,223
+27,022
+28% +$4.3M 0.45% 43
2022
Q4 		$16.1M Sell
95,201
-26,876
-22% -$3.65M 0.44% 47
2022
Q3 		$13.1M Sell
122,077
-39,957
-25% -$5.01M 0.5% 47
2022
Q2 		$16.9M Buy
162,034
+160,406
+9,853% +$21.7M 0.58% 44
2022
Q1 		$242K Buy
+1,628
New +$200K 0.01% 391
2018
Q2 		– Sell
-1,352
Closed -$83K – 560
2018
Q1 		$83K Buy
1,352
+1,347
+26,940% +$89.2K 0.01% 266
2017
Q4 		$0 Buy
+5
New +$292 ﹤0.01% 528

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

Moneta Group Investment Advisors's NUE Position: Q1 2026 in Review

Moneta Group Investment Advisors increased its Nucor (NUE) stake by 8.8% in Q1 2026, buying an estimated $49.8K and bringing the position to 3,549 shares worth $600K. The position accounts for ﹤0.01% of the portfolio, ranked #462.

Moneta Group Investment Advisors first reported a position in NUE in Q4 2017 and has held it in 19 quarters since. The position peaked at $24.4M in Q1 2024. 1,371 funds tracked by Wall St. Rank hold NUE as of Q1 2026.

  • Moneta Group Investment Advisors held 3,549 shares of Nucor worth $600K as of Q1 2026.
  • Moneta Group Investment Advisors bought 286 Nucor shares in Q1 2026, an estimated $49.8K.
  • Nucor made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #462 holding.
  • Moneta Group Investment Advisors first reported a position in Nucor in Q4 2017 and has held it in 19 quarters since.
  • Moneta Group Investment Advisors's Nucor position peaked at $24.4M in Q1 2024.
  • 1,371 funds tracked by Wall St. Rank held Nucor as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.