Phoenix Wealth Advisors’s Nucor NUE Stock Holding History

Phoenix Wealth Advisors’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	$320K	Hold	1,895	–	–	0.13%	104
2025 Q4	$309K	Hold	1,895	–	–	0.12%	105
2025 Q3	$257K	Hold	1,895	–	–	0.1%	118
2025 Q2	$245K	Hold	1,895	–	–	0.1%	112
2025 Q1	$228K	Hold	1,895	–	–	0.1%	116
2024 Q4	$221K	Hold	1,895	–	–	0.1%	112
2024 Q3	$285K	Hold	1,895	–	–	0.13%	101
2024 Q2	$300K	Hold	1,895	–	–	0.15%	98
2024 Q1	$375K	Hold	1,895	–	–	0.23%	82
2023 Q4	$332K	Hold	1,895	–	–	0.23%	84
2023 Q3	$296K	Hold	1,895	–	–	0.17%	84
2023 Q2	$311K	Hold	1,895	–	–	0.18%	81
2023 Q1	$293K	Hold	1,895	–	–	0.18%	77
2022 Q4	$250K	Hold	1,895	–	–	0.15%	91
2022 Q3	$203K	Buy	+1,895	New	+$238K	0.2%	102
2022 Q2	–	Sell	-1,895	Closed	-$278K	–	116
2022 Q1	$278K	Hold	1,895	–	–	0.29%	77
2021 Q4	$216K	Hold	1,895	–	–	0.16%	113
2021 Q3	$187K	Hold	1,895	–	–	0.14%	117
2021 Q2	$175K	Hold	1,895	–	–	0.13%	126
2021 Q1	$151K	Hold	1,895	–	–	0.12%	129
2020 Q4	$101K	Buy	+1,895	New	+$97.9K	0.08%	148

Other funds holding NUE

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Phoenix Wealth Advisors's NUE Position: Q1 2026 in Review

Phoenix Wealth Advisors held its Nucor (NUE) position steady in Q1 2026 at 1,895 shares worth $320K. The position accounts for 0.13% of the portfolio, ranked #104.

Phoenix Wealth Advisors first reported a position in NUE in Q4 2020 and has held it in 21 quarters since. The position peaked at $375K in Q1 2024. 1,371 funds tracked by Wall St. Rank hold NUE as of Q1 2026.

Phoenix Wealth Advisors held 1,895 shares of Nucor worth $320K as of Q1 2026.
Phoenix Wealth Advisors left its Nucor share count unchanged in Q1 2026.
Nucor made up 0.13% of Phoenix Wealth Advisors's portfolio in Q1 2026, its #104 holding.
Phoenix Wealth Advisors first reported a position in Nucor in Q4 2020 and has held it in 21 quarters since.
Phoenix Wealth Advisors's Nucor position peaked at $375K in Q1 2024.
1,371 funds tracked by Wall St. Rank held Nucor as of Q1 2026.

Based on Phoenix Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.