Philip James Wealth Mangement’s Nucor NUE Stock Holding History

Philip James Wealth Mangement’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
2025 Q1	–	Sell	-2,026	Closed	-$236K	–	182
2024 Q4	$236K	Sell	2,026 -31	-2%	-$4.46K	0.03%	154
2024 Q3	$309K	Buy	2,057 +5	+0.2%	+$752	0.04%	123
2024 Q2	$324K	Sell	2,052 -169	-8%	-$29.4K	0.22%	46
2024 Q1	$440K	Sell	2,221 -629	-22%	-$115K	0.31%	36
2023 Q4	$496K	Buy	+2,850	New	+$452K	0.38%	32

Other funds holding NUE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Philip James Wealth Mangement's NUE Position: Q1 2025 in Review

Philip James Wealth Mangement sold out of Nucor (NUE) in Q1 2025, closing a stake of 2,026 shares — an estimated $236K sold.

Philip James Wealth Mangement first reported a position in NUE in Q4 2023 and held it in 5 quarters. The position peaked at $496K in Q4 2023. 1,182 funds tracked by Wall St. Rank hold NUE as of Q1 2025.

Philip James Wealth Mangement reported no remaining Nucor position as of Q1 2025 after selling out during the quarter.
Philip James Wealth Mangement sold 2,026 Nucor shares in Q1 2025, an estimated $236K.
Philip James Wealth Mangement first reported a position in Nucor in Q4 2023 and held it in 5 quarters.
Philip James Wealth Mangement's Nucor position peaked at $496K in Q4 2023.
1,182 funds tracked by Wall St. Rank held Nucor as of Q1 2025.

Based on Philip James Wealth Mangement's 13F filing for Q1 2025, filed 24 Apr 2025.