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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
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

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

Phoenix Financial's NUE Position: Q1 2026 in Review

Phoenix Financial increased its Nucor (NUE) stake by 28% in Q1 2026, buying an estimated $85.9K and bringing the position to 2,262 shares worth $383K. The position accounts for ﹤0.01% of the portfolio, ranked #343.

Phoenix Financial first reported a position in NUE in Q3 2024 and has held it in 5 quarters since. The position peaked at $57.7M in Q3 2024. 1,371 funds tracked by Wall St. Rank hold NUE as of Q1 2026.

  • Phoenix Financial held 2,262 shares of Nucor worth $383K as of Q1 2026.
  • Phoenix Financial bought 493 Nucor shares in Q1 2026, an estimated $85.9K.
  • Nucor made up ﹤0.01% of Phoenix Financial's portfolio in Q1 2026, its #343 holding.
  • Phoenix Financial first reported a position in Nucor in Q3 2024 and has held it in 5 quarters since.
  • Phoenix Financial's Nucor position peaked at $57.7M in Q3 2024.
  • 1,371 funds tracked by Wall St. Rank held Nucor as of Q1 2026.

Based on Phoenix Financial's 13F filing for Q1 2026, filed 11 May 2026.