OFP
NUE icon

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
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
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

OFC Financial Planning's NUE Position: Q1 2026 in Review

OFC Financial Planning held its Nucor (NUE) position steady in Q1 2026 at 7,526 shares worth $1.27M. The position accounts for 1.25% of the portfolio, ranked #20.

OFC Financial Planning first reported a position in NUE in Q4 2024 and has held it in 6 quarters since. 1,371 funds tracked by Wall St. Rank hold NUE as of Q1 2026.

  • OFC Financial Planning held 7,526 shares of Nucor worth $1.27M as of Q1 2026.
  • OFC Financial Planning left its Nucor share count unchanged in Q1 2026.
  • Nucor made up 1.25% of OFC Financial Planning's portfolio in Q1 2026, its #20 holding.
  • OFC Financial Planning first reported a position in Nucor in Q4 2024 and has held it in 6 quarters since.
  • 1,371 funds tracked by Wall St. Rank held Nucor as of Q1 2026.

Based on OFC Financial Planning's 13F filing for Q1 2026, filed 7 May 2026.