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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
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 $127B AUM 32.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Mount Yale Investment Advisors's NUE Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in Nucor (NUE) in Q1 2026: 2,714 shares worth $460K. The stake represents 0.01% of the portfolio and ranks #740 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in NUE as recently as Q2 2025.

Mount Yale Investment Advisors first reported a position in NUE in Q2 2025 and has held it in 2 quarters since. 1,375 funds tracked by Wall St. Rank hold NUE as of Q1 2026.

  • Mount Yale Investment Advisors held 2,714 shares of Nucor worth $460K as of Q1 2026.
  • Nucor was a new Mount Yale Investment Advisors position in Q1 2026.
  • Nucor made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #740 holding.
  • Mount Yale Investment Advisors first reported a position in Nucor in Q2 2025 and has held it in 2 quarters since.
  • 1,375 funds tracked by Wall St. Rank held Nucor as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.