Phoenix Financial
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Phoenix Financial’s Nucor NUE Stock Holding History

Phoenix 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
Q3 		$696K Sell
2,977
-1,802
-38% -$450K ﹤0.01% 303
2026
Q2 		$1.06M Buy
4,779
+2,517
+111% +$570K 0.01% 251
2026
Q1 		$383K Buy
2,262
+493
+28% +$85.9K ﹤0.01% 343
2025
Q4 		$289K Buy
1,769
+236
+15% +$35.5K ﹤0.01% 386
2025
Q3 		$208K Buy
+1,533
New +$217K ﹤0.01% 440
2025
Q1 		– Sell
-119,242
Closed -$14M – 405
2024
Q4 		$14M Sell
119,242
-263,556
-69% -$37.9M 0.19% 79
2024
Q3 		$57.7M Buy
+382,798
New +$57.6M 0.85% 32

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

Phoenix Financial's NUE Position: Q3 2026 in Review

Phoenix Financial reduced its Nucor (NUE) stake by 38% in Q3 2026, selling an estimated $450K and leaving 2,977 shares worth $696K. The position accounts for ﹤0.01% of the portfolio, ranked #303.

Phoenix Financial first reported a position in NUE in Q3 2024 and has held it in 7 quarters since. The position peaked at $57.7M in Q3 2024. 948 funds tracked by Wall St. Rank hold NUE as of Q3 2026.

  • Phoenix Financial held 2,977 shares of Nucor worth $696K as of Q3 2026.
  • Phoenix Financial sold 1,802 Nucor shares in Q3 2026, an estimated $450K.
  • Nucor made up ﹤0.01% of Phoenix Financial's portfolio in Q3 2026, its #303 holding.
  • Phoenix Financial first reported a position in Nucor in Q3 2024 and has held it in 7 quarters since.
  • Phoenix Financial's Nucor position peaked at $57.7M in Q3 2024.
  • 948 funds tracked by Wall St. Rank held Nucor as of Q3 2026.

Based on Phoenix Financial's 13F filing for Q3 2026, filed 9 Nov 2026.