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Next Financial Group’s Nucor NUE Stock Holding History

Next Financial Group’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
2021
Q4 		$344K Buy
3,005
+1,115
+59% +$122K 0.02% 680
2021
Q3 		$186K Buy
1,890
+58
+3% +$6.17K 0.01% 871
2021
Q2 		$176K Sell
1,832
-202
-10% -$18.9K 0.01% 881
2021
Q1 		$163K Sell
2,034
-6,686
-77% -$405K 0.01% 844
2020
Q4 		$466K Sell
8,720
-3,624
-29% -$187K 0.04% 390
2020
Q3 		$558K Buy
+12,344
New +$547K 0.06% 305
2020
Q2 		– Sell
-13,805
Closed -$502K – 1457
2020
Q1 		$502K Sell
13,805
-11,574
-46% -$514K 0.06% 269
2019
Q4 		$1.44M Buy
25,379
+23,359
+1,156% +$1.27M 0.15% 156
2019
Q3 		$103K Buy
2,020
+84
+4% +$4.39K 0.01% 898
2019
Q2 		$106K Buy
1,936
+1,435
+286% +$78.8K 0.01% 894
2019
Q1 		$30K Sell
501
-1,918
-79% -$112K 0.01% 861
2018
Q4 		$125K Buy
2,419
+2,103
+666% +$124K 0.03% 525
2018
Q3 		$20K Buy
+316
New +$20.2K 0.01% 788
2017
Q4 		– Sell
-1,080
Closed -$63K – 1014
2017
Q3 		$63K Sell
1,080
-535
-33% -$30.2K 0.02% 638
2017
Q2 		$93K Sell
1,615
-100
-6% -$5.86K 0.02% 567
2017
Q1 		$105K Sell
1,715
-9,543
-85% -$583K 0.03% 476
2016
Q4 		$670K Buy
11,258
+6,529
+138% +$365K 0.12% 195
2016
Q3 		$234K Buy
4,729
+2,419
+105% +$123K 0.04% 419
2016
Q2 		$114K Buy
2,310
+100
+5% +$4.87K 0.04% 422
2016
Q1 		$104K Sell
2,210
-455
-17% -$18.5K 0.04% 419
2015
Q4 		$107K Sell
2,665
-417
-14% -$17.1K 0.04% 403
2015
Q3 		$115K Hold
3,082
– – 0.04% 398
2015
Q2 		$135K Buy
3,082
+300
+11% +$14.4K 0.05% 398
2015
Q1 		$132K Buy
2,782
+200
+8% +$9.34K 0.04% 400
2014
Q4 		$127K Sell
2,582
-12,007
-82% -$625K 0.04% 390
2014
Q3 		$792K Buy
14,589
+14,577
+121,475% +$769K 0.16% 143
2014
Q2 		$1K Buy
+12
New +$616 ﹤0.01% 1161

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Next Financial Group's NUE Position: Q4 2021 in Review

Next Financial Group increased its Nucor (NUE) stake by 59% in Q4 2021, buying an estimated $122K and bringing the position to 3,005 shares worth $344K. The position accounts for 0.02% of the portfolio, ranked #680.

Next Financial Group first reported a position in NUE in Q2 2014 and has held it in 27 quarters since. The position peaked at $1.44M in Q4 2019. 1,055 funds tracked by Wall St. Rank hold NUE as of Q4 2021.

  • Next Financial Group held 3,005 shares of Nucor worth $344K as of Q4 2021.
  • Next Financial Group bought 1,115 Nucor shares in Q4 2021, an estimated $122K.
  • Nucor made up 0.02% of Next Financial Group's portfolio in Q4 2021, its #680 holding.
  • Next Financial Group first reported a position in Nucor in Q2 2014 and has held it in 27 quarters since.
  • Next Financial Group's Nucor position peaked at $1.44M in Q4 2019.
  • 1,055 funds tracked by Wall St. Rank held Nucor as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.