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Mount Yale Investment Advisors’s Nucor NUE Stock Holding History

Mount Yale 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
Q2 		$814K Buy
3,645
+931
+34% +$211K 0.02% 639
2026
Q1 		$460K Buy
+2,714
New +$473K 0.01% 740
2025
Q3 		– Sell
-304
Closed -$39.4K – 1285
2025
Q2 		$39.4K Buy
+304
New +$35.5K ﹤0.01% 883

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 $3.38T AUM 44.17% 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

Mount Yale Investment Advisors's NUE Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its Nucor (NUE) stake by 34% in Q2 2026, buying an estimated $211K and bringing the position to 3,645 shares worth $814K. The position accounts for 0.02% of the portfolio, ranked #639.

Mount Yale Investment Advisors first reported a position in NUE in Q2 2025 and has held it in 3 quarters since. 1,548 funds tracked by Wall St. Rank hold NUE as of Q2 2026.

  • Mount Yale Investment Advisors held 3,645 shares of Nucor worth $814K as of Q2 2026.
  • Mount Yale Investment Advisors bought 931 Nucor shares in Q2 2026, an estimated $211K.
  • Nucor made up 0.02% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #639 holding.
  • Mount Yale Investment Advisors first reported a position in Nucor in Q2 2025 and has held it in 3 quarters since.
  • 1,548 funds tracked by Wall St. Rank held Nucor as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.