Pinnacle Wealth Planning Services
NUE icon

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
Q3 		$371K Sell
1,586
-12
-0.8% -$3K 0.04% 298
2026
Q2 		$356K Buy
1,598
+8
+0.5% +$1.81K 0.03% 307
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

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

Pinnacle Wealth Planning Services's NUE Position: Q3 2026 in Review

Pinnacle Wealth Planning Services reduced its Nucor (NUE) stake by 0.75% in Q3 2026, selling an estimated $3K and leaving 1,586 shares worth $371K. The position accounts for 0.04% of the portfolio, ranked #298.

Pinnacle Wealth Planning Services first reported a position in NUE in Q4 2020 and has held it in 20 quarters since. The position peaked at $529K in Q1 2024. 948 funds tracked by Wall St. Rank hold NUE as of Q3 2026.

  • Pinnacle Wealth Planning Services held 1,586 shares of Nucor worth $371K as of Q3 2026.
  • Pinnacle Wealth Planning Services sold 12 Nucor shares in Q3 2026, an estimated $3K.
  • Nucor made up 0.04% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #298 holding.
  • Pinnacle Wealth Planning Services first reported a position in Nucor in Q4 2020 and has held it in 20 quarters since.
  • Pinnacle Wealth Planning Services's Nucor position peaked at $529K in Q1 2024.
  • 948 funds tracked by Wall St. Rank held Nucor as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.