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Planned Solutions’s Nucor NUE Stock Holding History

Planned Solutions’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 		$534K Buy
2,397
+16
+0.7% +$3.62K 0.15% 75
2026
Q1 		$403K Hold
2,381
– – 0.13% 80
2025
Q4 		$388K Hold
2,381
– – 0.12% 86
2025
Q3 		$322K Sell
2,381
-13
-0.5% -$1.84K 0.11% 94
2025
Q2 		$310K Buy
2,394
+145
+6% +$16.9K 0.12% 87
2025
Q1 		$271K Buy
2,249
+190
+9% +$24.5K 0.11% 93
2024
Q4 		$240K Sell
2,059
-85
-4% -$12.2K 0.1% 94
2024
Q3 		$322K Buy
2,144
+353
+20% +$53.1K 0.13% 68
2024
Q2 		$283K Buy
1,791
+30
+2% +$5.21K 0.14% 69
2024
Q1 		$349K Hold
1,761
– – 0.17% 60
2023
Q4 		$306K Sell
1,761
-637
-27% -$101K 0.14% 59
2023
Q3 		$375K Sell
2,398
-70
-3% -$11.6K 0.23% 48
2023
Q2 		$405K Buy
2,468
+70
+3% +$10.2K 0.24% 47
2023
Q1 		$370K Hold
2,398
– – 0.23% 47
2022
Q4 		$316K Hold
2,398
– – 0.23% 46
2022
Q3 		$257K Buy
2,398
+325
+16% +$40.8K 0.21% 51
2022
Q2 		$216K Sell
2,073
-300
-13% -$40.6K 0.2% 58
2022
Q1 		$353K Hold
2,373
– – 0.25% 45
2021
Q4 		$271K Buy
+2,373
New +$259K 0.18% 63
2021
Q1 		– Sell
-2,000
Closed -$106K – 294
2020
Q4 		$106K Hold
2,000
– – 0.08% 94
2020
Q3 		$90K Buy
+2,000
New +$88.6K 0.09% 86

Other funds holding NUE

VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TSAM
Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
MWA
Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return

Planned Solutions's NUE Position: Q2 2026 in Review

Planned Solutions increased its Nucor (NUE) stake by 0.67% in Q2 2026, buying an estimated $3.62K and bringing the position to 2,397 shares worth $534K. The position accounts for 0.15% of the portfolio, ranked #75.

Planned Solutions first reported a position in NUE in Q3 2020 and has held it in 21 quarters since. 508 funds tracked by Wall St. Rank hold NUE as of Q2 2026.

  • Planned Solutions held 2,397 shares of Nucor worth $534K as of Q2 2026.
  • Planned Solutions bought 16 Nucor shares in Q2 2026, an estimated $3.62K.
  • Nucor made up 0.15% of Planned Solutions's portfolio in Q2 2026, its #75 holding.
  • Planned Solutions first reported a position in Nucor in Q3 2020 and has held it in 21 quarters since.
  • 508 funds tracked by Wall St. Rank held Nucor as of Q2 2026.

Based on Planned Solutions's 13F filing for Q2 2026, filed 13 Jul 2026.