Optimize Financial’s Nucor NUE Stock Holding History

Optimize Financial’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	$268K	Sell	1,204 -4	-0.3%	-$905	0.1%	256
2026 Q1	$204K	Buy	+1,208	New	+$211K	0.1%	286

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

Optimize Financial's NUE Position: Q2 2026 in Review

Optimize Financial reduced its Nucor (NUE) stake by 0.33% in Q2 2026, selling an estimated $905 and leaving 1,204 shares worth $268K. The position accounts for 0.1% of the portfolio, ranked #256.

Optimize Financial first reported a position in NUE in Q1 2026 and has held it in 2 quarters since. 1,541 funds tracked by Wall St. Rank hold NUE as of Q2 2026.

Optimize Financial held 1,204 shares of Nucor worth $268K as of Q2 2026.
Optimize Financial sold 4 Nucor shares in Q2 2026, an estimated $905.
Nucor made up 0.1% of Optimize Financial's portfolio in Q2 2026, its #256 holding.
Optimize Financial first reported a position in Nucor in Q1 2026 and has held it in 2 quarters since.
1,541 funds tracked by Wall St. Rank held Nucor as of Q2 2026.

Based on Optimize Financial's 13F filing for Q2 2026, filed 27 Aug 2026.