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Mowery & Schoenfeld Wealth Management’s Nucor NUE Stock Holding History

Mowery & Schoenfeld 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
2025
Q1 		– Sell
-41
Closed -$4.79K – 535
2024
Q4 		$4.79K Buy
+41
New +$5.9K 0.01% 311

Other funds holding NUE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's NUE Position: Q1 2025 in Review

Mowery & Schoenfeld Wealth Management sold out of Nucor (NUE) in Q1 2025, closing a stake of 41 shares — an estimated $4.79K sold.

Mowery & Schoenfeld Wealth Management first reported a position in NUE in Q4 2024 and held it in 1 quarter. The position peaked at $4.79K in Q4 2024. 1,181 funds tracked by Wall St. Rank hold NUE as of Q1 2025.

  • Mowery & Schoenfeld Wealth Management reported no remaining Nucor position as of Q1 2025 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 41 Nucor shares in Q1 2025, an estimated $4.79K.
  • Mowery & Schoenfeld Wealth Management first reported a position in Nucor in Q4 2024 and held it in 1 quarter.
  • Mowery & Schoenfeld Wealth Management's Nucor position peaked at $4.79K in Q4 2024.
  • 1,181 funds tracked by Wall St. Rank held Nucor as of Q1 2025.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2025, filed 5 May 2025.