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Pinnacle Wealth Planning Services’s Nucor NUE Stock Holding History

Pinnacle Wealth Planning Services’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 		$269K Buy
1,590
+6
+0.4% +$1.05K 0.03% 374
2025
Q4 		$258K Buy
1,584
+5
+0.3% +$751 0.03% 374
2025
Q3 		$214K Buy
1,579
+4
+0.3% +$566 0.03% 432
2025
Q2 		$204K Buy
+1,575
New +$184K 0.03% 421
2024
Q4 		– Sell
-2,090
Closed -$314K – 512
2024
Q3 		$314K Sell
2,090
-81
-4% -$12.2K 0.04% 294
2024
Q2 		$343K Sell
2,171
-502
-19% -$87.2K 0.05% 255
2024
Q1 		$529K Buy
2,673
+558
+26% +$102K 0.08% 177
2023
Q4 		$368K Sell
2,115
-2
-0.1% -$317 0.06% 223
2023
Q3 		$331K Buy
2,117
+2
+0.1% +$331 0.05% 233
2023
Q2 		$347K Sell
2,115
-8
-0.4% -$1.17K 0.06% 235
2023
Q1 		$328K Sell
2,123
-166
-7% -$26.4K 0.05% 248
2022
Q4 		$302K Buy
2,289
+194
+9% +$26.4K 0.05% 264
2022
Q3 		$224K Buy
2,095
+55
+3% +$6.9K 0.04% 304
2022
Q2 		$213K Sell
2,040
-7
-0.3% -$947 0.04% 332
2022
Q1 		$304K Buy
2,047
+9
+0.4% +$1.1K 0.06% 269
2021
Q4 		$233K Sell
2,038
-15
-0.7% -$1.64K 0.05% 323
2021
Q3 		$202K Buy
+2,053
New +$218K 0.04% 330
2021
Q1 		– Sell
-2,037
Closed -$108K – 1410
2020
Q4 		$108K Buy
+2,037
New +$105K 0.03% 440

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

Pinnacle Wealth Planning Services's NUE Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Nucor (NUE) stake by 0.38% in Q1 2026, buying an estimated $1.05K and bringing the position to 1,590 shares worth $269K. The position accounts for 0.03% of the portfolio, ranked #374.

Pinnacle Wealth Planning Services first reported a position in NUE in Q4 2020 and has held it in 18 quarters since. The position peaked at $529K in Q1 2024. 1,370 funds tracked by Wall St. Rank hold NUE as of Q1 2026.

  • Pinnacle Wealth Planning Services held 1,590 shares of Nucor worth $269K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 6 Nucor shares in Q1 2026, an estimated $1.05K.
  • Nucor made up 0.03% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #374 holding.
  • Pinnacle Wealth Planning Services first reported a position in Nucor in Q4 2020 and has held it in 18 quarters since.
  • Pinnacle Wealth Planning Services's Nucor position peaked at $529K in Q1 2024.
  • 1,370 funds tracked by Wall St. Rank held Nucor as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.