Obermeyer Wealth Partners
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Obermeyer Wealth Partners’s Nucor NUE Stock Holding History

Obermeyer Wealth Partners’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
Q3 		$292K Hold
1,250
– – 0.01% 260
2026
Q2 		$278K Hold
1,250
– – 0.01% 255
2026
Q1 		$211K Buy
+1,250
New +$218K 0.01% 286
2013
Q3 		– Sell
-800
Closed -$35K – 208
2013
Q2 		$35K Buy
+800
New +$35.5K 0.01% 148

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Obermeyer Wealth Partners's NUE Position: Q3 2026 in Review

Obermeyer Wealth Partners held its Nucor (NUE) position steady in Q3 2026 at 1,250 shares worth $292K. The position accounts for 0.01% of the portfolio, ranked #260.

Obermeyer Wealth Partners first reported a position in NUE in Q2 2013 and has held it in 4 quarters since. 962 funds tracked by Wall St. Rank hold NUE as of Q3 2026.

  • Obermeyer Wealth Partners held 1,250 shares of Nucor worth $292K as of Q3 2026.
  • Obermeyer Wealth Partners left its Nucor share count unchanged in Q3 2026.
  • Nucor made up 0.01% of Obermeyer Wealth Partners's portfolio in Q3 2026, its #260 holding.
  • Obermeyer Wealth Partners first reported a position in Nucor in Q2 2013 and has held it in 4 quarters since.
  • 962 funds tracked by Wall St. Rank held Nucor as of Q3 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q3 2026, filed 21 Oct 2026.