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 Q2	$422K	Hold	1,895	–	–	0.14%	96
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 $146B AUM 55.73% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Norges Bank Oslo, Norway $1T AUM

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Phoenix Wealth Advisors's NUE Position: Q2 2026 in Review

Phoenix Wealth Advisors held its Nucor (NUE) position steady in Q2 2026 at 1,895 shares worth $422K. The position accounts for 0.14% of the portfolio, ranked #96.

Phoenix Wealth Advisors first reported a position in NUE in Q4 2020 and has held it in 22 quarters since. 1,549 funds tracked by Wall St. Rank hold NUE as of Q2 2026.

Phoenix Wealth Advisors held 1,895 shares of Nucor worth $422K as of Q2 2026.
Phoenix Wealth Advisors left its Nucor share count unchanged in Q2 2026.
Nucor made up 0.14% of Phoenix Wealth Advisors's portfolio in Q2 2026, its #96 holding.
Phoenix Wealth Advisors first reported a position in Nucor in Q4 2020 and has held it in 22 quarters since.
1,549 funds tracked by Wall St. Rank held Nucor as of Q2 2026.

Based on Phoenix Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.