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 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

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

OFC Financial Planning's NUE Position: Q2 2026 in Review

OFC Financial Planning held its Nucor (NUE) position steady in Q2 2026 at 7,526 shares worth $1.68M. The position accounts for 1.49% of the portfolio, ranked #18.

OFC Financial Planning first reported a position in NUE in Q4 2024 and has held it in 7 quarters since. 1,544 funds tracked by Wall St. Rank hold NUE as of Q2 2026.

OFC Financial Planning held 7,526 shares of Nucor worth $1.68M as of Q2 2026.
OFC Financial Planning left its Nucor share count unchanged in Q2 2026.
Nucor made up 1.49% of OFC Financial Planning's portfolio in Q2 2026, its #18 holding.
OFC Financial Planning first reported a position in Nucor in Q4 2024 and has held it in 7 quarters since.
1,544 funds tracked by Wall St. Rank held Nucor as of Q2 2026.

Based on OFC Financial Planning's 13F filing for Q2 2026, filed 5 Aug 2026.