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Plan A Wealth’s Nucor NUE Stock Holding History

Plan A Wealth’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 		$931K Sell
3,984
-56
-1% -$14K 0.33% 36
2026
Q2 		$900K Buy
4,040
+122
+3% +$27.6K 0.38% 33
2026
Q1 		$663K Buy
3,918
+13
+0.3% +$2.27K 0.32% 46
2025
Q4 		$637K Buy
3,905
+265
+7% +$39.8K 0.31% 50
2025
Q3 		$493K Buy
3,640
+453
+14% +$64.1K 0.25% 72
2025
Q2 		$413K Buy
+3,187
New +$372K 0.23% 82

Other funds holding NUE

CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
BE
Bonness Enterprises Washington, District of Columbia $307M AUM 22.88% 1-Year Est. Return
HCM
Horrell Capital Management Little Rock, Arkansas $189M AUM 7.99% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
BTC
Bank & Trust Company Litchfield, Illinois $159M AUM 30.15% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

Plan A Wealth's NUE Position: Q3 2026 in Review

Plan A Wealth reduced its Nucor (NUE) stake by 1.4% in Q3 2026, selling an estimated $14K and leaving 3,984 shares worth $931K. The position accounts for 0.33% of the portfolio, ranked #36.

Plan A Wealth first reported a position in NUE in Q2 2025 and has held it in 6 quarters since. 55 funds tracked by Wall St. Rank hold NUE as of Q3 2026.

  • Plan A Wealth held 3,984 shares of Nucor worth $931K as of Q3 2026.
  • Plan A Wealth sold 56 Nucor shares in Q3 2026, an estimated $14K.
  • Nucor made up 0.33% of Plan A Wealth's portfolio in Q3 2026, its #36 holding.
  • Plan A Wealth first reported a position in Nucor in Q2 2025 and has held it in 6 quarters since.
  • 55 funds tracked by Wall St. Rank held Nucor as of Q3 2026.

Based on Plan A Wealth's 13F filing for Q3 2026, filed 8 Oct 2026.