Perigon Wealth Management
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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
Q3 		$538K Buy
2,302
+44
+2% +$11K 0.01% 870
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

Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Perigon Wealth Management's NUE Position: Q3 2026 in Review

Perigon Wealth Management increased its Nucor (NUE) stake by 1.9% in Q3 2026, buying an estimated $11K and bringing the position to 2,302 shares worth $538K. The position accounts for 0.01% of the portfolio, ranked #870.

Perigon Wealth Management first reported a position in NUE in Q4 2021 and has held it in 20 quarters since. 948 funds tracked by Wall St. Rank hold NUE as of Q3 2026.

  • Perigon Wealth Management held 2,302 shares of Nucor worth $538K as of Q3 2026.
  • Perigon Wealth Management bought 44 Nucor shares in Q3 2026, an estimated $11K.
  • Nucor made up 0.01% of Perigon Wealth Management's portfolio in Q3 2026, its #870 holding.
  • Perigon Wealth Management first reported a position in Nucor in Q4 2021 and has held it in 20 quarters since.
  • 948 funds tracked by Wall St. Rank held Nucor as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.