OFC Financial Planning
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OFC Financial Planning’s Nucor NUE Stock Holding History

OFC Financial Planning’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 		$1.76M Hold
7,526
– – 1.51% 16
2026
Q2 		$1.68M Hold
7,526
– – 1.49% 18
2026
Q1 		$1.27M Hold
7,526
– – 1.25% 20
2025
Q4 		$1.23M Hold
7,526
– – 1.17% 23
2025
Q3 		$1.02M Hold
7,526
– – 1.01% 27
2025
Q2 		$975K Hold
7,526
– – 1.04% 29
2025
Q1 		$906K Hold
7,526
– – 1.02% 27
2024
Q4 		$878K Buy
+7,526
New +$1.08M 0.93% 27

Other funds holding NUE

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
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

OFC Financial Planning's NUE Position: Q3 2026 in Review

OFC Financial Planning held its Nucor (NUE) position steady in Q3 2026 at 7,526 shares worth $1.76M. The position accounts for 1.51% of the portfolio, ranked #16.

OFC Financial Planning first reported a position in NUE in Q4 2024 and has held it in 8 quarters since. 1,029 funds tracked by Wall St. Rank hold NUE as of Q3 2026.

  • OFC Financial Planning held 7,526 shares of Nucor worth $1.76M as of Q3 2026.
  • OFC Financial Planning left its Nucor share count unchanged in Q3 2026.
  • Nucor made up 1.51% of OFC Financial Planning's portfolio in Q3 2026, its #16 holding.
  • OFC Financial Planning first reported a position in Nucor in Q4 2024 and has held it in 8 quarters since.
  • 1,029 funds tracked by Wall St. Rank held Nucor as of Q3 2026.

Based on OFC Financial Planning's 13F filing for Q3 2026, filed 6 Nov 2026.