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Norris Financial Group’s Nucor NUE Stock Holding History

Norris 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
2023
Q3 		– Sell
-11,934
Closed -$1.96M – 64
2023
Q2 		$1.96M Sell
11,934
-1,105
-8% -$161K 1.36% 20
2023
Q1 		$2.01M Buy
+13,039
New +$2.07M 1.48% 21

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 $146B AUM 55.73% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Norris Financial Group's NUE Position: Q3 2023 in Review

Norris Financial Group sold out of Nucor (NUE) in Q3 2023, closing a stake of 11,934 shares — an estimated $1.96M sold.

Norris Financial Group first reported a position in NUE in Q1 2023 and held it in 2 quarters. The position peaked at $2.01M in Q1 2023. 1,161 funds tracked by Wall St. Rank hold NUE as of Q3 2023.

  • Norris Financial Group reported no remaining Nucor position as of Q3 2023 after selling out during the quarter.
  • Norris Financial Group sold 11,934 Nucor shares in Q3 2023, an estimated $1.96M.
  • Norris Financial Group first reported a position in Nucor in Q1 2023 and held it in 2 quarters.
  • Norris Financial Group's Nucor position peaked at $2.01M in Q1 2023.
  • 1,161 funds tracked by Wall St. Rank held Nucor as of Q3 2023.

Based on Norris Financial Group's 13F filing for Q3 2023, filed 20 May 2026.