PWM
NUE icon

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
Q2 		$503K Sell
2,258
-255
-10% -$57.7K 0.01% 898
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 $146B AUM 55.73% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Perigon Wealth Management's NUE Position: Q2 2026 in Review

Perigon Wealth Management reduced its Nucor (NUE) stake by 10% in Q2 2026, selling an estimated $57.7K and leaving 2,258 shares worth $503K. The position accounts for 0.01% of the portfolio, ranked #898.

Perigon Wealth Management first reported a position in NUE in Q4 2021 and has held it in 19 quarters since. 1,541 funds tracked by Wall St. Rank hold NUE as of Q2 2026.

  • Perigon Wealth Management held 2,258 shares of Nucor worth $503K as of Q2 2026.
  • Perigon Wealth Management sold 255 Nucor shares in Q2 2026, an estimated $57.7K.
  • Nucor made up 0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #898 holding.
  • Perigon Wealth Management first reported a position in Nucor in Q4 2021 and has held it in 19 quarters since.
  • 1,541 funds tracked by Wall St. Rank held Nucor as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.