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Perigon Wealth Management’s Nucor NUE Stock Holding History

Perigon Wealth Management’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 		$425K Buy
2,513
+67
+3% +$11.7K 0.01% 877
2025
Q4 		$399K Sell
2,446
-15
-0.6% -$2.25K 0.01% 891
2025
Q3 		$333K Hold
2,461
– – 0.01% 906
2025
Q2 		$319K Buy
2,461
+697
+40% +$81.4K 0.01% 824
2025
Q1 		$212K Sell
1,764
-29
-2% -$3.74K 0.01% 949
2024
Q4 		$221K Sell
1,793
-112
-6% -$16.1K 0.01% 934
2024
Q3 		$286K Sell
1,905
-171
-8% -$25.7K 0.01% 808
2024
Q2 		$328K Sell
2,076
-295
-12% -$51.3K 0.01% 660
2024
Q1 		$469K Buy
2,371
+231
+11% +$42.2K 0.01% 552
2023
Q4 		$372K Sell
2,140
-102
-5% -$16.2K 0.01% 591
2023
Q3 		$351K Sell
2,242
-160
-7% -$26.5K 0.01% 538
2023
Q2 		$394K Buy
2,402
+168
+8% +$24.5K 0.02% 522
2023
Q1 		$345K Sell
2,234
-979
-30% -$156K 0.02% 495
2022
Q4 		$423K Buy
3,213
+405
+14% +$55K 0.03% 423
2022
Q3 		$300K Sell
2,808
-569
-17% -$71.4K 0.03% 423
2022
Q2 		$353K Buy
3,377
+129
+4% +$17.5K 0.03% 391
2022
Q1 		$483K Buy
3,248
+1,490
+85% +$183K 0.03% 368
2021
Q4 		$201K Buy
+1,758
New +$192K 0.01% 559

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

Perigon Wealth Management's NUE Position: Q1 2026 in Review

Perigon Wealth Management increased its Nucor (NUE) stake by 2.7% in Q1 2026, buying an estimated $11.7K and bringing the position to 2,513 shares worth $425K. The position accounts for 0.01% of the portfolio, ranked #877.

Perigon Wealth Management first reported a position in NUE in Q4 2021 and has held it in 18 quarters since. The position peaked at $483K in Q1 2022. 1,370 funds tracked by Wall St. Rank hold NUE as of Q1 2026.

  • Perigon Wealth Management held 2,513 shares of Nucor worth $425K as of Q1 2026.
  • Perigon Wealth Management bought 67 Nucor shares in Q1 2026, an estimated $11.7K.
  • Nucor made up 0.01% of Perigon Wealth Management's portfolio in Q1 2026, its #877 holding.
  • Perigon Wealth Management first reported a position in Nucor in Q4 2021 and has held it in 18 quarters since.
  • Perigon Wealth Management's Nucor position peaked at $483K in Q1 2022.
  • 1,370 funds tracked by Wall St. Rank held Nucor as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.